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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
251
Arbor Investment Advisors
North Carolina
$1.63M -$21.6M -219,213 -93%
BCG
252
Breakwater Capital Group
New Jersey
$1.61M +$104K +1,054 +7%
GRP
253
Global Retirement Partners
California
$1.6M +$558K +5,652 +54%
SPIA
254
Steward Partners Investment Advisory
New York
$1.59M +$242K +2,459 +18%
NRI
255
NFP Retirement Inc
California
$1.56M -$531K -5,381 -25%
TLFA
256
True Link Financial Advisors
California
$1.55M -$527K -5,350 -25%
AAS
257
Ameritas Advisory Services
Nebraska
$1.54M -$4.23M -42,865 -73%
NFG
258
Nations Financial Group
Iowa
$1.52M +$739K +7,493 +94%
CPIG
259
Chicago Partners Investment Group
Illinois
$1.51M +$40K +406 +3%
PP
260
Prosperity Planning
Missouri
$1.51M -$1.13M
PCM
261
Piedmont Capital Management
Montana
$1.49M -$24.6K -250 -2%
CFD
262
Creative Financial Designs
Indiana
$1.49M -$19.7K -200 -1%
EWMCB
263
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.46M -$27.7K -281 -2%
DLCIG
264
D.L. Carlson Investment Group
New Hampshire
$1.45M +$29.1K +295 +2%
OWA
265
Octavia Wealth Advisors
Ohio
$1.43M +$1.13M +11,495 +382%
PFM
266
Peak Financial Management
Massachusetts
$1.42M +$1.42M +14,429 New
FA
267
Fortis Advisors
Pennsylvania
$1.41M +$819K +8,306 +138%
IPAM
268
Investment Partners Asset Management
New Jersey
$1.4M +$1.4M +14,241 New
JPLA
269
Joseph P. Lucia & Associates
New York
$1.4M -$201K -2,042 -13%
PFS
270
Prospera Financial Services
Texas
$1.38M -$984K -9,985 -42%
Empower Advisory Group
271
Empower Advisory Group
Colorado
$1.37M -$3.69M -37,430 -73%
VWA
272
VERITY Wealth Advisors
United States
$1.36M +$649K +6,583 +91%
CFG
273
Carr Financial Group
Massachusetts
$1.36M -$51.7K -524 -4%
SC
274
Savant Capital
Illinois
$1.36M +$55.4K +562 +4%
SWM
275
Selective Wealth Management
Virginia
$1.36M -$126K -1,277 -8%