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iShares 0-5 Year TIPS Bond ETF

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
Net Calls
+$2.21M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
251
SVB Wealth
Massachusetts
$1.97M -$4.06M -41,582 -67%
SPIA
252
Steward Partners Investment Advisory
New York
$1.97M -$3.34M -34,205 -63%
SG
253
Sharper & Granite
California
$1.95M +$21K +215 +1%
SSW
254
Stone Summit Wealth
Florida
$1.88M -$26.3K -269 -1%
PCA
255
Prosperity Capital Advisors
Ohio
$1.86M +$50.9K +521 +3%
CCA
256
Column Capital Advisors
Indiana
$1.84M +$19.7K +202 +1%
TFA
257
Toth Financial Advisory
Virginia
$1.8M -$30K -307 -2%
CM
258
Columbus Macro
Pennsylvania
$1.79M -$2.89M -29,644 -62%
BTWM
259
Baker Tilly Wealth Management
Wisconsin
$1.78M +$117K +1,197 +7%
LNC
260
Lincoln National Corp
Pennsylvania
$1.78M -$1.03M -10,521 -37%
AFG
261
Altiora Financial Group
Ohio
$1.77M -$94.6K -969 -5%
Citadel Advisors
262
Citadel Advisors
Florida
$1.76M +$949K +9,724 +117%
PCM
263
Piedmont Capital Management
Montana
$1.75M -$8.3K -85 -0.5%
DI
264
Disciplined Investments
Oklahoma
$1.66M -$694K -7,110 -30%
JPLA
265
Joseph P. Lucia & Associates
New York
$1.66M -$116K -1,187 -7%
FWA
266
FOCUS Wealth Advisors
Texas
$1.64M -$17.8K -182 -1%
LFA
267
LifeGuide Financial Advisors
Pennsylvania
$1.63M +$357K +3,659 +28%
FNBOH
268
First National Bank of Hutchinson
Kansas
$1.61M +$29.9K +306 +2%
PIM
269
Penobscot Investment Management
Massachusetts
$1.48M -$164K -1,685 -10%
CPIG
270
Chicago Partners Investment Group
Illinois
$1.47M +$166K +1,706 +13%
BFA
271
Beacon Financial Advisory
Ohio
$1.46M -$150K -1,532 -9%
GWM
272
Geneos Wealth Management
Colorado
$1.45M +$185K +1,898 +15%
CA
273
Calton & Associates
Florida
$1.44M -$750K -7,681 -34%
PGAM
274
Princeton Global Asset Management
New Jersey
$1.44M -$102K -1,046 -7%
WKWM
275
Walter & Keenan Wealth Management
Indiana
$1.43M +$41K +420 +3%