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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 %
TBC
301
Ted Buchan & Co
California
$1.4M -$1.08M -10,865 -43%
CA
302
Continuum Advisory
Idaho
$1.36M -$72K -726 -5%
SC
303
Savant Capital
Illinois
$1.36M -$209K -2,102 -13%
CPIG
304
Chicago Partners Investment Group
Illinois
$1.33M +$6.94K +70 +0.5%
ML
305
McAdam LLC
Pennsylvania
$1.3M +$1.3M +13,063 New
LFA
306
LifeGuide Financial Advisors
Pennsylvania
$1.29M -$1.03M -10,421 -44%
JWCA
307
J.W. Cole Advisors
Florida
$1.29M +$11.7K +118 +0.9%
GWM
308
Geneos Wealth Management
Colorado
$1.28M +$36.6K +369 +3%
CIA
309
Cape Investment Advisory
Georgia
$1.24M +$1.24M +12,537 New
SWM
310
Seed Wealth Management
Illinois
$1.23M +$1.23M +12,400 New
TAM
311
Titleist Asset Management
Texas
$1.23M +$1.23M +12,389 New
FPB
312
First PREMIER Bank
South Dakota
$1.22M -$263K -2,646 -18%
PAS
313
Park Avenue Securities
New York
$1.21M -$3.01M -30,321 -71%
KBFS
314
Kohmann Bosshard Financial Services
Ohio
$1.21M -$20.5K -207 -2%
AWA
315
Aquire Wealth Advisors
Utah
$1.19M +$1.19K +12 +0.1%
JCIA
316
Jackson Creek Investment Advisors
Colorado
$1.18M -$38.5K -388 -3%
CL
317
Choreo LLC
Illinois
$1.16M +$1.16M +11,701 New
PP
318
Prosperity Planning
Missouri
$1.16M -$1.04M – –
1WA
319
180 Wealth Advisors
Washington
$1.15M -$71.9K -725 -6%
AIP
320
Ameritas Investment Partners
Nebraska
$1.14M -$79.4K -800 -7%
CFGS
321
Concourse Financial Group Securities
Alabama
$1.14M -$236K -2,378 -17%
DIM
322
Delta Investment Management
California
$1.13M – – –
FFN
323
Focus Financial Network
Minnesota
$1.13M +$1.13M +11,408 New
MG
324
Mather Group
Illinois
$1.12M +$208K +2,098 +23%
SFG
325
StrategIQ Financial Group
Indiana
$1.12M -$781K -7,870 -41%
11 12
13
14 15