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iShares 0-5 Year TIPS Bond ETF

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
Net Calls
+$2.21M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NRI
226
NFP Retirement Inc
California
$2.48M +$115K +1,183 +5%
CWP
227
Corepath Wealth Partners
Arizona
$2.43M -$7.92M -81,371 -77%
SC
228
Slow Capital
California
$2.37M -$474K -4,855 -17%
FAIM
229
Financial Advocates Investment Management
Washington
$2.34M +$279K +2,855 +13%
FIM
230
Freedom Investment Management
Connecticut
$2.33M -$1.88M -19,313 -45%
AI
231
Atria Investments
North Carolina
$2.27M -$3.19M -32,658 -58%
PJSIMP
232
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.26M -$2.36M -24,253 -51%
CIAS
233
CFS Investment Advisory Services
New Jersey
$2.25M +$141K +1,445 +7%
EW
234
Evexia Wealth
Wisconsin
$2.23M +$28.1K +289 +1%
GFG
235
Goldstone Financial Group
Illinois
$2.17M -$5.24M -53,716 -71%
AOWM
236
Alpha Omega Wealth Management
Virginia
$2.17M +$97.6K +1,000 +5%
HPM
237
Hudson Portfolio Management
New York
$2.15M -$5.86K -60 -0.3%
FCIM
238
Fairview Capital Investment Management
California
$2.12M -$137K -1,400 -6%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$634K +6,497 +43%
FA
240
Forefront Analytics
Pennsylvania
$2.09M +$3.32K +34 +0.2%
TLFA
241
True Link Financial Advisors
California
$2.07M
WA
242
Wambolt & Associates
Colorado
$2.03M -$410K -4,199 -17%
CFG
243
Carr Financial Group
Massachusetts
$2.03M -$58.6K -600 -3%
RC
244
Roundview Capital
New Jersey
$2.01M -$85.4K -875 -4%
SWM
245
Selective Wealth Management
Virginia
$2.01M +$2.01M +20,727 New
AWAU
246
Alliance Wealth Advisors (Utah)
Utah
$2.01M +$97.6K +1,000 +5%
SFS
247
Sowell Financial Services
Arkansas
$2.01M +$544K +5,575 +37%
QCIG
248
Quad-Cities Investment Group
Iowa
$1.99M -$58.8K -602 -3%
DE
249
Day & Ennis
Georgia
$1.99M -$727K -7,451 -27%
PWM
250
Perigon Wealth Management
California
$1.97M -$315K -3,231 -14%