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iShares 0-5 Year TIPS Bond ETF

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
Net Calls
+$2.21M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
326
Archvest Wealth Advisors
California
$975K +$108K +1,109 +12%
WRPWM
327
Werba Rubin Papier Wealth Management
California
$967K -$654K -6,702 -40%
IAN
328
Integrated Advisors Network
Texas
$960K -$105K -1,080 -10%
BAM
329
Belpointe Asset Management
Nevada
$959K -$3.78M -38,742 -80%
CSPIA
330
Cary Street Partners Investment Advisory
Virginia
$958K +$225K +2,303 +31%
LPAM
331
Lodestar Private Asset Management
California
$948K -$1.46K -15 -0.2%
WAM
332
WFA Asset Management
Wisconsin
$929K -$5.54M -56,717 -86%
SWM
333
Sugarloaf Wealth Management
Georgia
$929K -$731K -7,487 -44%
CWA
334
Continuum Wealth Advisors
New York
$924K -$32.2K -330 -3%
MCG
335
McCollum Christoferson Group
New York
$923K -$102K -1,045 -10%
LRPA
336
L. Roy Papp & Associates
Arizona
$917K
CCM
337
Coldstream Capital Management
Washington
$895K -$171K -1,752 -16%
EWM
338
Echo Wealth Management
Minnesota
$862K -$201K -2,063 -19%
TBC
339
Ted Buchan & Co
California
$861K -$519K -5,317 -38%
EAM
340
Empirical Asset Management
Massachusetts
$858K +$44.9K +460 +6%
WIA
341
World Investment Advisors
California
$855K -$73.7K -755 -8%
AWE
342
Avidian Wealth Enterprises
Texas
$840K -$81.5K -835 -9%
AFAS
343
Acorn Financial Advisory Services
Virginia
$834K -$206K -2,112 -20%
WP
344
Wealthspan Partners
Iowa
$823K +$98 +1 +0%
WWM
345
Western Wealth Management
Colorado
$821K -$79.5K -815 -9%
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$812K +$812K +8,317 New
SFG
347
StrategIQ Financial Group
Indiana
$810K -$294K -3,012 -27%
RF
348
RHS Financial
California
$809K +$168K +1,720 +26%
NL
349
NWAM LLC
Washington
$806K -$121K -1,237 -13%
1WA
350
180 Wealth Advisors
Washington
$801K -$323K -3,320 -29%