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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 %
PCM
276
Piedmont Capital Management
Montana
$1.79M +$34.3K +346 +2%
MWM
277
Meridian Wealth Management
Kentucky
$1.77M -$80.6K -812 -4%
BTWM
278
Baker Tilly Wealth Management
Wisconsin
$1.69M +$509K +5,134 +43%
SWM
279
Sugarloaf Wealth Management
Georgia
$1.69M +$1.65M +16,596 +4,078%
HI
280
Harbour Investments
Wisconsin
$1.69M -$143K -1,445 -8%
FWA
281
FOCUS Wealth Advisors
Texas
$1.68M -$19K -191 -1%
PIM
282
Penobscot Investment Management
Massachusetts
$1.68M -$870K -8,770 -34%
WRPWM
283
Werba Rubin Papier Wealth Management
California
$1.65M -$229K -2,311 -12%
GRP
284
Global Retirement Partners
California
$1.64M -$212K -2,144 -11%
BFA
285
Beacon Financial Advisory
Ohio
$1.63M -$244K -2,462 -13%
BCM
286
Brookstone Capital Management
Illinois
$1.62M -$420K -4,251 -21%
FNBOH
287
First National Bank of Hutchinson
Kansas
$1.61M -$24.8K -250 -2%
PGAM
288
Princeton Global Asset Management
New Jersey
$1.57M -$30.2K -304 -2%
SF
289
Synovus Financial
Georgia
$1.56M -$241K -2,428 -13%
TNBTD
290
Trustmark National Bank Trust Department
Mississippi
$1.54M -$1.13M -11,431 -42%
WI
291
WBI Investments
New Jersey
$1.53M +$1.53M +15,450 New
ATPW
292
Ashton Thomas Private Wealth
Arizona
$1.5M -$73.4K -740 -5%
AC
293
AlphaCore Capital
California
$1.49M +$1.49M +15,001 New
SFS
294
Sowell Financial Services
Arkansas
$1.49M -$137K -1,386 -8%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$4.57M -46,061 -75%
Cerity Partners
296
Cerity Partners
New York
$1.45M +$34.8K +351 +2%
SWM
297
Spire Wealth Management
Virginia
$1.44M +$284K +2,864 +25%
FA
298
Fermata Advisors
California
$1.43M -$572K -5,765 -29%
NWM
299
Northwest Wealth Management
Iowa
$1.42M -$1.19K -12 -0.1%
WKWM
300
Walter & Keenan Wealth Management
Indiana
$1.41M +$147K +1,480 +12%
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12
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