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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
251
Hudson Portfolio Management
New York
$2.19M -$8.93K -90 -0.4%
FNC
252
First National Corp
Massachusetts
$2.19M +$305K +3,070 +16%
DWA
253
Divergent Wealth Advisors
Utah
$2.17M -$532K -5,358 -20%
CIAS
254
CFS Investment Advisory Services
New Jersey
$2.15M +$306K +3,087 +17%
RC
255
Roundview Capital
New Jersey
$2.13M +$40.8K +411 +2%
Manulife (Manufacturers Life Insurance)
256
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.12M +$2.12M +21,406 New
FA
257
Forefront Analytics
Pennsylvania
$2.12M +$338K +3,408 +19%
CFG
258
Carr Financial Group
Massachusetts
$2.12M -$42.7K -430 -2%
AOWM
259
Alpha Omega Wealth Management
Virginia
$2.11M -$281K -2,827 -12%
TLFA
260
True Link Financial Advisors
California
$2.11M – – –
QCIG
261
Quad-Cities Investment Group
Iowa
$2.08M -$246K -2,482 -11%
PWA
262
Physician Wealth Advisors
Utah
$2.06M +$1.11M +11,269 +118%
FAIM
263
Financial Advocates Investment Management
Washington
$2.05M -$120K -1,241 -6%
PIA
264
Pinion Investment Advisors
Kansas
$1.98M +$635K +6,393 +47%
PAG
265
Paladin Advisory Group
Iowa
$1.96M +$1.96M +19,795 New
SG
266
Sharper & Granite
California
$1.96M -$5.46K -55 -0.3%
SSW
267
Stone Summit Wealth
Florida
$1.94M +$34.3K +346 +2%
AWAU
268
Alliance Wealth Advisors (Utah)
Utah
$1.94M +$254K +2,562 +15%
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$1.91M +$167K +1,682 +10%
AFG
270
Altiora Financial Group
Ohio
$1.9M +$177K +1,782 +10%
BSW
271
Buckingham Strategic Wealth
Missouri
$1.87M – – –
TFA
272
Toth Financial Advisory
Virginia
$1.86M -$466K -4,695 -20%
CCA
273
Column Capital Advisors
Indiana
$1.85M +$45.8K +462 +3%
PCA
274
Prosperity Capital Advisors
Ohio
$1.84M +$38K +383 +2%
JPLA
275
Joseph P. Lucia & Associates
New York
$1.8M -$168K -1,697 -9%
9 10
11
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