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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Shares
Change %
DI
251
Disciplined Investments
Oklahoma
$2.69M -$1.95M -20,065 -42%
TCM
252
Tradewinds Capital Management
Washington
$2.68M
DWA
253
Divergent Wealth Advisors
Utah
$2.64M +$2.64M +27,263 New
TNBTD
254
Trustmark National Bank Trust Department
Mississippi
$2.62M -$65.6K -677 -2%
WAG
255
Wallace Advisory Group
California
$2.61M +$2.61M +26,951 New
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$2.58M -$2.37M -24,402 -48%
SB
257
Strategic Blueprint
Georgia
$2.58M +$1.87M +19,260 +262%
CWA
258
Continuum Wealth Advisors
New York
$2.5M +$2.5M +25,784 New
PIM
259
Penobscot Investment Management
Massachusetts
$2.49M -$1.83M -18,900 -42%
TBC
260
Ted Buchan & Co
California
$2.42M +$2.42M +25,003 New
FCIM
261
Fairview Capital Investment Management
California
$2.41M -$747K -7,700 -24%
BIM
262
Bullseye Investment Management
Ohio
$2.41M +$6.3K +65 +0.3%
MAS
263
Madden Advisory Services
Florida
$2.37M +$88.9K +917 +4%
AOWM
264
Alpha Omega Wealth Management
Virginia
$2.33M -$409K -4,220 -15%
CA
265
Cambridge Associates
Massachusetts
$2.32M -$140K -1,441 -6%
CA
266
Calton & Associates
Florida
$2.32M +$1.27M +13,141 +122%
RFM
267
Royal Fund Management
Florida
$2.31M -$1.1M -11,296 -32%
QCIG
268
Quad-Cities Investment Group
Iowa
$2.28M +$175K +1,808 +8%
LFA
269
LifeGuide Financial Advisors
Pennsylvania
$2.28M +$926K +9,550 +69%
TFA
270
Toth Financial Advisory
Virginia
$2.27M -$213K -2,201 -9%
SC
271
Slow Capital
California
$2.19M +$141K +1,452 +7%
FAIM
272
Financial Advocates Investment Management
Washington
$2.17M -$50.4K -520 -2%
HPM
273
Hudson Portfolio Management
New York
$2.15M -$33.3K -343 -2%
MWM
274
Mattern Wealth Management
Kansas
$2.13M +$285K +2,939 +15%
CFG
275
Carr Financial Group
Massachusetts
$2.11M +$2.11M +21,808 New