STIP icon

iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
326
Pinion Investment Advisors
Kansas
$1.32M +$146K +1,501 +12%
CPIG
327
Chicago Partners Investment Group
Illinois
$1.3M +$223K +2,283 +21%
Susquehanna International Group
328
Susquehanna International Group
Pennsylvania
$1.3M +$499K +5,142 +62%
JSW
329
Journey Strategic Wealth
New Jersey
$1.26M +$230K +2,376 +22%
JWCA
330
J.W. Cole Advisors
Florida
$1.25M -$122K -1,262 -9%
CIR
331
Clear Investment Research
Georgia
$1.24M -$261K -2,695 -17%
WKWM
332
Walter & Keenan Wealth Management
Indiana
$1.24M +$1.02M +10,525 +473%
MBT
333
Montecito Bank & Trust
California
$1.23M -$127K -1,313 -9%
GWM
334
Geneos Wealth Management
Colorado
$1.22M +$360K +3,714 +42%
1WA
335
180 Wealth Advisors
Washington
$1.2M -$470K -4,801 -28%
TC
336
Titleist Capital
Texas
$1.2M -$325K -3,355 -21%
KBFS
337
Kohmann Bosshard Financial Services
Ohio
$1.2M +$73.1K +754 +6%
PWP
338
Perfromance Wealth Partners
Illinois
$1.2M +$1.2M +12,326 New
JCIA
339
Jackson Creek Investment Advisors
Colorado
$1.19M -$463K -4,776 -28%
AIP
340
Ameritas Investment Partners
Nebraska
$1.19M +$1.19M +12,266 New
NL
341
NWAM LLC
Washington
$1.17M -$183K -1,888 -14%
AWA
342
Aquire Wealth Advisors
Utah
$1.16M +$5.43K +56 +0.5%
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
$1.16M -$1.45K -15 -0.1%
BTWM
344
Baker Tilly Wealth Management
Wisconsin
$1.16M -$345K -3,560 -23%
SC
345
Scotia Capital
Ontario, Canada
$1.14M -$47.4K -489 -4%
AWA
346
Amplius Wealth Advisors
Pennsylvania
$1.14M -$7.33M -75,622 -87%
WWA
347
WC Walker & Associates
California
$1.13M -$29.9K -307 -3%
SWM
348
Spire Wealth Management
Virginia
$1.13M +$439K +4,529 +64%
WIA
349
World Investment Advisors
California
$1.12M -$1.25M -12,929 -53%
PWM
350
PBMares Wealth Management
Virginia
$1.11M -$54.8K -565 -5%