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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
251
Breakwater Capital Group
New Jersey
$1.48M -$1.28M -13,227 -46%
GVAG
252
Great Valley Advisor Group
Delaware
$1.46M +$82.1K +847 +6%
EWMCB
253
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.46M -$1.63M -16,870 -53%
SWM
254
Selective Wealth Management
Virginia
$1.46M -$543K -5,630 -27%
CPIG
255
Chicago Partners Investment Group
Illinois
$1.45M -$20.2K -208 -1%
DE
256
Day & Ennis
Georgia
$1.45M -$529K -5,459 -27%
NWM
257
Northwest Wealth Management
Iowa
$1.42M +$21.2K +219 +2%
AFG
258
Altiora Financial Group
Ohio
$1.42M -$338K -3,488 -19%
PCM
259
Passive Capital Management
Maryland
$1.4M +$174K +1,800 +14%
CFG
260
Carr Financial Group
Massachusetts
$1.4M -$627K -6,441 -31%
DLCIG
261
D.L. Carlson Investment Group
New Hampshire
$1.39M +$122K +1,263 +10%
PGAM
262
Princeton Global Asset Management
New Jersey
$1.36M -$70.3K -725 -5%
DG
263
DMC Group
Alabama
$1.34M +$265K +2,733 +25%
DI
264
Disciplined Investments
Oklahoma
$1.34M -$310K -3,199 -19%
SPIA
265
Steward Partners Investment Advisory
New York
$1.33M -$630K -6,496 -32%
ATPW
266
Ashton Thomas Private Wealth
Arizona
$1.32M +$7.75K +80 +0.6%
SW
267
SVB Wealth
Massachusetts
$1.31M -$643K -6,630 -33%
SC
268
Savant Capital
Illinois
$1.28M -$135K -1,388 -9%
LA
269
Latitude Advisors
Florida
$1.27M +$26K +268 +2%
RF
270
RHS Financial
California
$1.24M +$434K +4,479 +54%
BFA
271
Beacon Financial Advisory
Ohio
$1.23M -$212K -2,184 -15%
SWM
272
Spire Wealth Management
Virginia
$1.23M -$104K -1,078 -8%
HIG
273
Heritage Investment Group
Florida
$1.22M +$1.22M +12,613 New
CA
274
Continuum Advisory
Idaho
$1.22M -$103K -1,064 -8%
JWCA
275
J.W. Cole Advisors
Florida
$1.2M -$60.4K -623 -5%
9 10
11
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