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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
276
Cape Investment Advisory
Georgia
$1.19M +$14.1K +145 +1%
SP
277
Successful Portfolios
Florida
$1.19M +$141K +1,458 +14%
GWM
278
Geneos Wealth Management
Colorado
$1.18M -$253K -2,613 -18%
EWA
279
EP Wealth Advisors
California
$1.18M -$14M -144,833 -92%
DA
280
Drake & Associates
Wisconsin
$1.18M +$50.6K +522 +4%
JCIA
281
Jackson Creek Investment Advisors
Colorado
$1.17M +$2.13K +22 +0.2%
SWM
282
Sugarloaf Wealth Management
Georgia
$1.17M +$243K +2,510 +26%
FFN
283
Focus Financial Network
Minnesota
$1.15M -$12.2K -126 -1%
PP
284
Prosperity Planning
Missouri
$1.13M -$1.15M
GJIA
285
Glass Jacobson Investment Advisors
Maryland
$1.13M +$126K +1,299 +13%
AWA
286
Aquire Wealth Advisors
Utah
$1.12M
SEP
287
Southland Equity Partners
Missouri
$1.12M -$19.8K -204 -2%
TFA
288
Toth Financial Advisory
Virginia
$1.12M -$671K -6,920 -38%
CTA
289
Chesley Taft & Associates
Illinois
$1.11M -$1.55M -15,955 -58%
SWM
290
Seed Wealth Management
Illinois
$1.09M -$216K -2,230 -16%
FPB
291
First PREMIER Bank
South Dakota
$1.08M +$44.9K +463 +4%
CL
292
Choreo LLC
Illinois
$1.08M -$58.8K -607 -5%
LNC
293
Lincoln National Corp
Pennsylvania
$1.07M -$702K -7,240 -40%
QCIG
294
Quad-Cities Investment Group
Iowa
$1.06M -$915K -9,443 -46%
WAM
295
WNY Asset Management
New York
$1.05M -$270K -2,788 -20%
SF
296
Synovus Financial
Georgia
$1.05M -$22.9K -236 -2%
AWAU
297
Alliance Wealth Advisors (Utah)
Utah
$1.05M -$945K -9,749 -47%
CW
298
CreativeOne Wealth
Kansas
$1.04M -$260K -2,679 -20%
MWM
299
Mattern Wealth Management
Kansas
$1.02M -$4.1M -42,330 -80%
ASFA
300
All Season Financial Advisors
Colorado
$1.02M -$44.3K -457 -4%