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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
301
Element Pointe Advisors
Florida
$1.02M – – –
GRP
302
Global Retirement Partners
California
$1.01M -$194K -2,009 -16%
CA
303
Clearstead Advisors
Ohio
$1.01M +$504K +5,202 +100%
FFA
304
Founders Financial Alliance
North Carolina
$996K +$1.16K +12 +0.1%
VFO
305
Virtus Family Office
Texas
$992K -$84K -867 -8%
OWP
306
Obermeyer Wealth Partners
Colorado
$981K -$7.37K -76 -0.7%
PAS
307
Park Avenue Securities
New York
$961K -$14.1K -145 -1%
WAM
308
WFA Asset Management
Wisconsin
$932K +$9.69K +100 +1%
TAM
309
Titleist Asset Management
Texas
$921K -$238K -2,452 -21%
IAN
310
Integrated Advisors Network
Texas
$918K -$34.9K -360 -4%
LRPA
311
L. Roy Papp & Associates
Arizona
$911K – – –
AFAS
312
Acorn Financial Advisory Services
Virginia
$896K +$68K +702 +8%
PJSIMP
313
P.J. Schmidt Investment Management (PJS)
Wisconsin
$894K -$1.35M -13,953 -60%
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$892K -$59.9K -618 -6%
CCM
315
Coldstream Capital Management
Washington
$879K -$9.79K -101 -1%
Comerica Bank
316
Comerica Bank
Texas
$876K +$876K +9,037 New
CWA
317
Continuum Wealth Advisors
New York
$875K -$42.5K -438 -5%
EAM
318
Empirical Asset Management
Massachusetts
$873K +$21.1K +218 +2%
OMC
319
Old Mission Capital
Illinois
$869K +$869K +8,962 New
BOPW
320
Brandywine Oak Private Wealth
Pennsylvania
$857K -$24.4M -252,296 -97%
MCG
321
McCollum Christoferson Group
New York
$853K -$63.5K -655 -7%
EWM
322
Echo Wealth Management
Minnesota
$840K -$18.9K -195 -2%
WIA
323
World Investment Advisors
California
$812K -$36.3K -375 -4%
TBC
324
Ted Buchan & Co
California
$811K -$43.6K -450 -5%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$804K -$2.33K -24 -0.3%
11 12
13
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