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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 %
TLFA
276
True Link Financial Advisors
California
$2.06M -$79K -815 -4%
RC
277
Roundview Capital
New Jersey
$2.04M +$203K +2,094 +11%
Loomis, Sayles & Company
278
Loomis, Sayles & Company
Massachusetts
$2.02M +$2.02M +20,811 New
BCM
279
Brookstone Capital Management
Illinois
$2.01M -$3.16M -32,534 -61%
WF
280
Williams Financial
Vermont
$1.97M +$850K +8,769 +76%
WA
281
Wambolt & Associates
Colorado
$1.96M +$161K +1,656 +9%
FA
282
Fermata Advisors
California
$1.95M -$716K -7,381 -27%
WCM
283
Wealthcare Capital Management
Virginia
$1.94M +$1.94M +20,000 New
HWMA
284
Heritage Wealth Management (Arizona)
Arizona
$1.93M +$1.35M +13,945 +233%
JPLA
285
Joseph P. Lucia & Associates
New York
$1.93M -$150K -1,550 -7%
SG
286
Sharper & Granite
California
$1.92M +$1.92M +19,775 New
BSW
287
Buckingham Strategic Wealth
Missouri
$1.87M -$231K -2,385 -11%
EWMCB
288
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.86M -$932K -9,611 -33%
SSW
289
Stone Summit Wealth
Florida
$1.86M -$857K -8,834 -31%
SFG
290
StrategIQ Financial Group
Indiana
$1.86M -$1.91M -19,657 -51%
FNC
291
First National Corp
Massachusetts
$1.84M -$10.5M -108,619 -85%
WRPWM
292
Werba Rubin Papier Wealth Management
California
$1.83M +$1.83M +18,922 New
BFA
293
Beacon Financial Advisory
Ohio
$1.83M -$171K -1,766 -9%
MWM
294
Meridian Wealth Management
Kentucky
$1.81M +$262K +2,704 +17%
GRP
295
Global Retirement Partners
California
$1.81M +$1.08M +11,147 +148%
GG
296
Gofen & Glossberg
Illinois
$1.8M +$1.39M +14,339 +339%
CIAS
297
CFS Investment Advisory Services
New Jersey
$1.8M -$7.32M -75,453 -80%
HI
298
Harbour Investments
Wisconsin
$1.79M +$1.46M +15,087 +451%
KWM
299
Kingsview Wealth Management
Oregon
$1.78M -$501K -5,164 -22%
CCA
300
Column Capital Advisors
Indiana
$1.76M +$1.76M +18,140 New