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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 %
SP
276
Successful Portfolios
Florida
$1.36M +$152K +1,540 +13%
IWN
277
Independent Wealth Network
Iowa
$1.34M +$753K +7,635 +128%
ASFA
278
All Season Financial Advisors
Colorado
$1.32M +$285K +2,894 +28%
DG
279
DMC Group
Alabama
$1.3M -$61K -619 -4%
NWM
280
Northwest Wealth Management
Iowa
$1.3M -$146K -1,479 -10%
SFS
281
Sowell Financial Services
Arkansas
$1.3M -$220K -2,233 -14%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$1.3M -$571K -5,790 -31%
MWM
283
Maltin Wealth Management
New Jersey
$1.3M +$964K +9,781 +289%
PGAM
284
Princeton Global Asset Management
New Jersey
$1.3M -$87.3K -886 -6%
HIG
285
Heritage Investment Group
Florida
$1.29M +$41.8K +424 +3%
AFG
286
Altiora Financial Group
Ohio
$1.28M -$171K -1,738 -12%
PCA
287
Prosperity Capital Advisors
Ohio
$1.27M -$424K -4,298 -25%
T
288
Tidemark
California
$1.27M +$1.27M +12,888 New
LNC
289
Lincoln National Corp
Pennsylvania
$1.26M +$176K +1,786 +16%
ATPW
290
Ashton Thomas Private Wealth
Arizona
$1.25M -$92.3K -936 -7%
GJIA
291
Glass Jacobson Investment Advisors
Maryland
$1.25M +$106K +1,075 +9%
EIP
292
Ellis Investment Partners
Pennsylvania
$1.25M -$1.1M -11,178 -47%
MHR
293
Matthew Hamilton Rosenberg
$1.24M -$426K -4,324 -26%
EWA
294
EP Wealth Advisors
California
$1.21M +$6.8K +69 +0.6%
Barclays
295
Barclays
United Kingdom
$1.21M -$5.24M -53,142 -81%
JCIA
296
Jackson Creek Investment Advisors
Colorado
$1.19M +$6.31K +64 +0.5%
SB
297
Strategic Blueprint
Georgia
$1.19M +$680K +6,894 +133%
FFN
298
Focus Financial Network
Minnesota
$1.18M +$11.4K +116 +1%
AWA
299
Aquire Wealth Advisors
Utah
$1.17M +$27.2K +276 +2%
FPB
300
First PREMIER Bank
South Dakota
$1.16M +$57.5K +583 +5%