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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$3.43M -$922K -9,506 -21%
HFBOT
227
Home Federal Bank of Tennessee
Tennessee
$3.41M +$76.1K +785 +2%
NPP
228
New Potomac Partners
Maryland
$3.26M -$363K -3,742 -10%
CF
229
Centaurus Financial
California
$3.25M +$621K +6,406 +24%
CTA
230
Chesley Taft & Associates
Illinois
$3.24M -$155K -1,595 -5%
RPG
231
Resource Planning Group
Georgia
$3.24M +$650K +6,703 +25%
CCG
232
Chatham Capital Group
Georgia
$3.17M +$3.17M +32,725 New
LNC
233
Lincoln National Corp
Pennsylvania
$3.14M +$145K +1,497 +5%
AAS
234
Ameritas Advisory Services
Nebraska
$3.12M +$1.15M +11,894 +59%
DE
235
Day & Ennis
Georgia
$3.11M -$857K -8,841 -22%
Citigroup
236
Citigroup
New York
$3.11M +$559K +5,768 +22%
SMG
237
Smart Money Group
Texas
$3.1M -$5.57M -57,504 -64%
FF
238
Friedenthal Financial
New Jersey
$3.08M +$46.5K +480 +2%
CFMC
239
Curbstone Financial Management Corp
New Hampshire
$3.07M
CWM
240
Campbell Wealth Management
Virginia
$3.07M -$588K -6,063 -16%
TWP
241
Tower Wealth Partners
Pennsylvania
$3.06M +$29.1K +300 +1%
BCG
242
Breakwater Capital Group
New Jersey
$2.96M +$2.96M +30,507 New
TWA
243
TCI Wealth Advisors
Arizona
$2.91M -$1.89M -19,500 -39%
WAM
244
WNY Asset Management
New York
$2.88M -$839K -8,652 -23%
AC
245
Apella Capital
Connecticut
$2.81M +$2.81M +29,011 New
NRI
246
NFP Retirement Inc
California
$2.8M -$260K -2,685 -9%
PWM
247
Perigon Wealth Management
California
$2.79M +$412K +4,245 +17%
MFG
248
Merit Financial Group
Georgia
$2.77M +$742K +7,653 +37%
CCFM
249
Clear Creek Financial Management
Washington
$2.7M -$10.9K -112 -0.4%
RF
250
Resolute Financial
Massachusetts
$2.7M -$282K -2,911 -9%