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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
Forefront Analytics
Pennsylvania
$2.12M +$2.66K +27 +0.1%
TI
227
Tidal Investments
Wisconsin
$2.11M +$2.11M +21,369 New
FCIM
228
Fairview Capital Investment Management
California
$2.08M -$205K -2,075 -9%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$2.04M +$481K +4,883 +31%
PCM
230
Passive Capital Management
Maryland
$2.04M +$614K +6,225 +43%
HPM
231
Hudson Portfolio Management
New York
$2.02M -$163K -1,650 -7%
SW
232
SVB Wealth
Massachusetts
$2M +$660K +6,690 +49%
Manulife (Manufacturers Life Insurance)
233
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.99M
CWP
234
Corepath Wealth Partners
Arizona
$1.97M -$268K -2,724 -12%
TRIA
235
Trail Ridge Investment Advisors
Colorado
$1.97M -$30.3K -307 -2%
EW
236
Evexia Wealth
Wisconsin
$1.92M -$545K -5,533 -22%
FAIM
237
Financial Advocates Investment Management
Washington
$1.92M -$481K -4,874 -20%
LFA
238
LifeGuide Financial Advisors
Pennsylvania
$1.92M -$61.2K -621 -3%
FA
239
Fermata Advisors
California
$1.87M +$89K +903 +5%
SPC
240
Sigma Planning Corp
Michigan
$1.86M -$1.43M -14,535 -43%
SAI
241
Savvy Advisors Inc
New York
$1.85M +$1.85M +18,801 New
HHRDM
242
H&H Retirement Design & Management
Nevada
$1.82M +$1.82M +18,484 New
MOS
243
MGO One Seven
Ohio
$1.82M -$2.17M -21,987 -54%
GJWM
244
Gilliland Jeter Wealth Management
Arkansas
$1.8M +$1.8M +18,285 New
FWA
245
FOCUS Wealth Advisors
Texas
$1.75M +$94.4K +957 +6%
CPP
246
Capasso Planning Partners
South Carolina
$1.72M -$1.66M -16,882 -49%
SSW
247
Stone Summit Wealth
Florida
$1.72M -$123K -1,245 -7%
BF
248
Brooklyn FI
New York
$1.7M +$182K +1,849 +12%
SG
249
Sharper & Granite
California
$1.68M -$296K -3,005 -15%
RC
250
Roundview Capital
New Jersey
$1.64M -$68.6K -696 -4%