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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 %
SC
276
Savant Capital
Illinois
$1.43M +$93.1K +954 +7%
TWA
277
TCI Wealth Advisors
Arizona
$1.42M -$802K -8,213 -36%
NWM
278
Northwest Wealth Management
Iowa
$1.41M +$13.9K +142 +1%
GVAG
279
Great Valley Advisor Group
Delaware
$1.38M +$846K +8,668 +157%
FA
280
Fermata Advisors
California
$1.38M -$27.4K -281 -2%
SWM
281
Spire Wealth Management
Virginia
$1.35M -$70.5K -722 -5%
BF
282
Brooklyn FI
New York
$1.34M +$1.12M +11,478 +506%
CA
283
Continuum Advisory
Idaho
$1.33M -$1.46K -15 -0.1%
WAM
284
WNY Asset Management
New York
$1.33M -$962K -9,854 -42%
ATPW
285
Ashton Thomas Private Wealth
Arizona
$1.33M -$154K -1,582 -10%
SWM
286
Seed Wealth Management
Illinois
$1.32M +$110K +1,125 +9%
CW
287
CreativeOne Wealth
Kansas
$1.3M +$623K +6,383 +91%
CFD
288
Creative Financial Designs
Indiana
$1.29M +$1.27M +12,979 +5,110%
DLCIG
289
D.L. Carlson Investment Group
New Hampshire
$1.28M +$1.28M +13,127 New
JWCA
290
J.W. Cole Advisors
Florida
$1.27M -$1.56K -16 -0.1%
AC
291
AlphaCore Capital
California
$1.26M -$201K -2,061 -14%
BCM
292
Brookstone Capital Management
Illinois
$1.26M -$335K -3,462 -21%
LA
293
Latitude Advisors
Florida
$1.26M +$395K +4,048 +46%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$1.25M +$530K +5,433 +74%
PCM
295
Passive Capital Management
Maryland
$1.23M +$627K +6,425 +104%
GRP
296
Global Retirement Partners
California
$1.22M -$390K -3,999 -24%
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$1.2M -$7.49M -75,745 -86%
GS
298
GTS Securities
New York
$1.2M +$1.2M +12,252 New
CIA
299
Cape Investment Advisory
Georgia
$1.18M -$38.8K -398 -3%
RFWA
300
RPg Family Wealth Advisory
Massachusetts
$1.17M -$703K -7,204 -37%