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iShares 0-5 Year TIPS Bond ETF

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
Forefront Analytics
Pennsylvania
$2.08M +$3.39K +35 +0.2%
NRI
227
NFP Retirement Inc
California
$2.05M -$410K -4,235 -17%
AWA
228
Archvest Wealth Advisors
California
$2.05M +$1.08M +11,175 +112%
TLFA
229
True Link Financial Advisors
California
$2.04M -$17K -175 -0.8%
TRIA
230
Trail Ridge Investment Advisors
Colorado
$1.97M -$648K -6,681 -25%
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.96M -$766K -7,898 -28%
LFA
232
LifeGuide Financial Advisors
Pennsylvania
$1.95M +$328K +3,380 +20%
SG
233
Sharper & Granite
California
$1.94M +$6.3K +65 +0.3%
AI
234
Atria Investments
North Carolina
$1.92M -$335K -3,452 -15%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$1.84M +$1.84M +18,977 New
SSW
236
Stone Summit Wealth
Florida
$1.81M -$57K -588 -3%
BIA
237
Bell Investment Advisors
California
$1.81M -$1.63M -16,806 -47%
FA
238
Fermata Advisors
California
$1.75M +$387K +3,989 +28%
RC
239
Roundview Capital
New Jersey
$1.68M -$318K -3,284 -16%
PCA
240
Prosperity Capital Advisors
Ohio
$1.67M -$174K -1,795 -9%
MHR
241
Matthew Hamilton Rosenberg
$1.64M -$1.97M -20,305 -55%
FWA
242
FOCUS Wealth Advisors
Texas
$1.62M -$1.75K -18 -0.1%
FNBOH
243
First National Bank of Hutchinson
Kansas
$1.6M
JPLA
244
Joseph P. Lucia & Associates
New York
$1.58M -$68.6K -708 -4%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$1.54M +$298K +3,077 +24%
Millennium Management
246
Millennium Management
New York
$1.53M +$1.13M +11,640 +281%
SFS
247
Sowell Financial Services
Arkansas
$1.5M -$496K -5,119 -25%
PCM
248
Piedmont Capital Management
Montana
$1.49M -$250K -2,576 -14%
BF
249
Brooklyn FI
New York
$1.49M +$159K +1,641 +12%
CFD
250
Creative Financial Designs
Indiana
$1.49M +$204K +2,101 +16%