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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
226
Wealthcare Capital Management
Virginia
$2.98M +$996K +10,042 +50%
NPP
227
New Potomac Partners
Maryland
$2.98M -$357K -3,600 -11%
CTA
228
Chesley Taft & Associates
Illinois
$2.93M -$390K -3,932 -12%
SC
229
Slow Capital
California
$2.89M +$647K +6,519 +29%
LNC
230
Lincoln National Corp
Pennsylvania
$2.85M -$358K -3,605 -11%
AAS
231
Ameritas Advisory Services
Nebraska
$2.84M -$356K -3,588 -11%
DE
232
Day & Ennis
Georgia
$2.76M -$425K -4,281 -13%
Millennium Management
233
Millennium Management
New York
$2.76M -$834K -8,401 -23%
TCM
234
Tradewinds Capital Management
Washington
$2.74M – – –
WAG
235
Wallace Advisory Group
California
$2.72M +$45K +453 +2%
WA
236
Wambolt & Associates
Colorado
$2.48M +$472K +4,758 +24%
Mariner
237
Mariner
Kansas
$2.47M -$2.34M -23,570 -49%
MAS
238
Madden Advisory Services
Florida
$2.45M +$19K +191 +0.8%
LIM
239
Leavell Investment Management
Alabama
$2.41M +$737K +7,421 +44%
NRI
240
NFP Retirement Inc
California
$2.4M -$460K -4,635 -16%
DI
241
Disciplined Investments
Oklahoma
$2.39M -$367K -3,701 -13%
CA
242
Cambridge Associates
Massachusetts
$2.38M – – –
WAM
243
WNY Asset Management
New York
$2.33M -$614K -6,191 -21%
PWM
244
Perigon Wealth Management
California
$2.33M -$530K -5,342 -19%
TRIA
245
Trail Ridge Investment Advisors
Colorado
$2.31M +$709K +7,140 +44%
FCIM
246
Fairview Capital Investment Management
California
$2.3M -$169K -1,700 -7%
SWP
247
Stratos Wealth Partners
Ohio
$2.25M -$1.26M -12,700 -36%
TWA
248
TCI Wealth Advisors
Arizona
$2.25M -$727K -7,329 -24%
EW
249
Evexia Wealth
Wisconsin
$2.24M +$2.24M +22,627 New
CA
250
Calton & Associates
Florida
$2.23M -$145K -1,463 -6%
8 9
10
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