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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
326
Western Wealth Management
Colorado
$800K -$15.1K -156 -2%
BCM
327
Brookstone Capital Management
Illinois
$783K -$477K -4,914 -38%
AWE
328
Avidian Wealth Enterprises
Texas
$779K -$54.9K -566 -7%
US Bancorp
329
US Bancorp
Minnesota
$777K +$777K +8,021 New
NRWA
330
North Ridge Wealth Advisors
Oregon
$776K +$43.2K +446 +6%
KBFS
331
Kohmann Bosshard Financial Services
Ohio
$773K -$213K -2,193 -22%
NFG
332
Nations Financial Group
Iowa
$771K +$95.9K +989 +14%
BNP Paribas Financial Markets
333
BNP Paribas Financial Markets
France
$767K +$601K +6,206 +363%
LFS
334
Lutz Financial Services
Nebraska
$763K +$537K +5,538 +238%
WI
335
WBI Investments
New Jersey
$756K -$335K -3,456 -31%
WP
336
Wealthspan Partners
Iowa
$751K -$65.8K -679 -8%
CS
337
Comerica Securities
Michigan
$749K -$6.01K -62 -0.8%
NL
338
NWAM LLC
Washington
$745K -$55.8K -576 -7%
AC
339
AlphaCore Capital
California
$726K -$528K -5,449 -42%
HNWA
340
Henrickson Nauta Wealth Advisors
Michigan
$720K -$9.69K -100 -1%
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$712K -$1.06M -10,905 -60%
MWM
342
Modera Wealth Management
New Jersey
$711K -$10.4K -107 -1%
CIR
343
Clear Investment Research
Georgia
$709K -$30.6K -316 -4%
SFG
344
StrategIQ Financial Group
Indiana
$708K -$96.9K -1,000 -12%
MWA
345
MFA Wealth Advisors
Pennsylvania
$705K +$9.79K +101 +1%
VWA
346
VERITY Wealth Advisors
United States
$703K
MG
347
Mather Group
Illinois
$703K -$267K -2,752 -28%
WRPWM
348
Werba Rubin Papier Wealth Management
California
$701K -$260K -2,679 -27%
GT
349
Greenleaf Trust
Michigan
$691K -$19.8K -204 -3%
LPAM
350
Lodestar Private Asset Management
California
$690K -$251K -2,588 -27%