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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

607 hedge funds and large institutions have $7.22B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 284 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+59
Holders Change %
+10.77%
% of All Funds
10.26%
Holding in Top 10
109
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+29.76%
% of All Funds
1.84%
New
108
Increased
284
Reduced
146
Closed
41
Calls
$4.82M
Puts
–
Net Calls
+$4.82M
Net Calls Change
+$4.82M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$226M
3
BFG
3
Barber Financial Group
Kansas
$142M
4
CWM
4
Campbell Wealth Management
Virginia
$69.4M
5
RWM
5
Ritholtz Wealth Management
New York
$61.4M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$7.27M
2
Jane Street
2
Jane Street
New York
$0
3
PCA
3
Personal Capital Advisors
California
$238M
4
AAP
4
Arax Advisory Partners
Colorado
$4.6M
5
KLC
5
Knowledge Leaders Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
251
Dowling & Yahnke
California
$2.74M +$2.74M +27,020 New
SF
252
Synovus Financial
Georgia
$2.68M +$986K +9,717 +58%
DWMG
253
DB Wealth Management Group
California
$2.68M +$543K +5,354 +25%
OAM
254
Occidental Asset Management
California
$2.64M +$2.64M +26,023 New
PAS
255
Park Avenue Securities
New York
$2.63M +$534K +5,263 +25%
CAG
256
Csenge Advisory Group
Florida
$2.62M +$651K +6,413 +33%
WFS
257
Walker Financial Services
Kentucky
$2.62M +$2.62M +25,806 New
TFA
258
Toth Financial Advisory
Virginia
$2.62M +$411K +4,051 +19%
CL
259
CPWM LLC
Washington
$2.53M -$2.34M -23,060 -48%
KWM
260
KerberRose Wealth Management
Wisconsin
$2.5M +$2.5M +24,679 New
FAIM
261
Financial Advocates Investment Management
Washington
$2.48M -$1.12M -11,086 -31%
SHWM
262
Smith & Howard Wealth Management
Georgia
$2.47M +$23.4K +231 +1%
WWM
263
Western Wealth Management
Colorado
$2.45M +$1.54M +15,192 +168%
AIM
264
Arcadia Investment Management
Michigan
$2.45M +$70.5K +695 +3%
HPM
265
Hudson Portfolio Management
New York
$2.36M -$226K -2,230 -9%
MAS
266
Madden Advisory Services
Florida
$2.33M +$400K +3,944 +21%
QCIG
267
Quad-Cities Investment Group
Iowa
$2.32M +$846K +8,338 +57%
VWA
268
V Wealth Advisors
Kansas
$2.3M +$117K +1,152 +5%
MAG
269
MRA Advisory Group
New Jersey
$2.26M +$258K +2,546 +13%
KWM
270
Kingsview Wealth Management
Oregon
$2.25M +$1.33M +13,071 +144%
GC
271
Guggenheim Capital
Illinois
$2.21M +$241K +2,375 +12%
RPG
272
Resource Planning Group
Georgia
$2.18M +$2.18M +21,521 New
AWE
273
Avidian Wealth Enterprises
Texas
$2.17M +$1.83M +18,091 +549%
WEPOG
274
Wealth Enhancement & Preservation of GA
Georgia
$2.16M +$2.16M +21,258 New
TLFA
275
True Link Financial Advisors
California
$2.15M – – –
9 10
11
12 13