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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 %
WAG
301
Wallace Advisory Group
California
$1.15M -$1.37M -14,091 -54%
AWAU
302
Alliance Wealth Advisors (Utah)
Utah
$1.14M +$73K +740 +7%
TBC
303
Ted Buchan & Co
California
$1.13M +$300K +3,047 +36%
CTA
304
Chesley Taft & Associates
Illinois
$1.13M -$3.45K -35 -0.3%
DI
305
Disciplined Investments
Oklahoma
$1.12M -$239K -2,425 -18%
SEP
306
Southland Equity Partners
Missouri
$1.12M -$17.5K -178 -2%
CIA
307
Cape Investment Advisory
Georgia
$1.08M -$129K -1,309 -11%
HCC
308
Hirtle Callaghan & Co
Pennsylvania
$1.06M -$4.5M -45,628 -81%
VFO
309
Virtus Family Office
Texas
$1.06M +$48.4K +491 +5%
MFIM
310
Mesirow Financial Investment Management
Illinois
$1.02M +$1.02M +10,395 New
HWMA
311
Heritage Wealth Management (Arizona)
Arizona
$1.02M +$1.02M +10,335 New
SF
312
Synovus Financial
Georgia
$1M -$66.7K -676 -6%
JWCA
313
J.W. Cole Advisors
Florida
$989K -$230K -2,329 -19%
CA
314
Continuum Advisory
Idaho
$983K -$260K -2,636 -21%
IP
315
Ignite Planners
California
$943K +$943K +9,573 New
LRPA
316
L. Roy Papp & Associates
Arizona
$927K
PWMG
317
Private Wealth Management Group
New Jersey
$925K +$925K +9,383 New
AFAS
318
Acorn Financial Advisory Services
Virginia
$908K -$3.15K -32 -0.3%
LA
319
Latitude Advisors
Florida
$898K -$396K -4,021 -31%
OWP
320
Obermeyer Wealth Partners
Colorado
$884K -$114K -1,152 -11%
SWM
321
Spire Wealth Management
Virginia
$876K -$377K -3,822 -30%
SWM
322
Sugarloaf Wealth Management
Georgia
$873K -$313K -3,172 -26%
AWA
323
Archvest Wealth Advisors
California
$868K -$1.22M -12,351 -58%
CWA
324
Continuum Wealth Advisors
New York
$868K -$22.1K -224 -2%
EAM
325
Empirical Asset Management
Massachusetts
$859K -$29.2K -296 -3%