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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
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
Betterment LLC
New York
$156M
3
3AM
3EDGE Asset Management
Florida
$129M
4
TA
Tiedemann Advisors
New York
$210M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
Jane Street
New York
$133M
2
Goldman Sachs
Goldman Sachs
New York
$29.4M
3
Ameriprise
Ameriprise
Minnesota
$369M
4
ACM
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
326
Drake & Associates
Wisconsin
$1.11M +$59.4K +599 +6%
CIR
327
Clear Investment Research
Georgia
$1.1M -$171K -1,728 -14%
SCA
328
Snowden Capital Advisors
New York
$1.08M +$400K +4,030 +58%
EWM
329
Echo Wealth Management
Minnesota
$1.08M -$2.89M -29,109 -73%
CCM
330
Coldstream Capital Management
Washington
$1.08M -$27.1K -273 -2%
IAN
331
Integrated Advisors Network
Texas
$1.08M -$8.04K -81 -0.7%
SP
332
Successful Portfolios
Florida
$1.08M +$113K +1,138 +12%
Belvedere Trading
333
Belvedere Trading
Illinois
$1.07M -$29.8K -300 -3%
SEP
334
Southland Equity Partners
Missouri
$1.06M -$397 -4 -0%
AFAS
335
Acorn Financial Advisory Services
Virginia
$1.06M -$18.5K -186 -2%
GM
336
GeoWealth Management
Illinois
$1.05M +$1.05M +10,575 New
MCG
337
McCollum Christoferson Group
New York
$1.04M -$42.7K -430 -4%
EPA
338
Element Pointe Advisors
Florida
$1.04M – – –
FFA
339
Founders Financial Alliance
North Carolina
$1.01M -$9.03K -91 -0.9%
AFS
340
AFG Fiduciary Services
Massachusetts
$1M +$39.7K +400 +4%
AWA
341
Amplius Wealth Advisors
Pennsylvania
$987K -$177K -1,785 -15%
CWA
342
Continuum Wealth Advisors
New York
$972K -$1.59M -15,988 -62%
DG
343
DMC Group
Alabama
$968K +$489K +4,928 +102%
LPAM
344
Lodestar Private Asset Management
California
$965K +$8.83K +89 +0.9%
CS
345
Comerica Securities
Michigan
$964K -$687K -6,921 -42%
SHWM
346
Smith & Howard Wealth Management
Georgia
$956K +$344K +3,466 +56%
WIA
347
World Investment Advisors
California
$944K -$197K -1,990 -17%
NL
348
NWAM LLC
Washington
$943K -$257K -2,591 -21%
AWE
349
Avidian Wealth Enterprises
Texas
$937K -$19.9M -200,376 -95%
LRPA
350
L. Roy Papp & Associates
Arizona
$933K – – –
12 13
14
15 16