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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 %
HNWA
326
Henrickson Nauta Wealth Advisors
Michigan
$855K +$123K +1,244 +17%
AWA
327
Arete Wealth Advisors
Illinois
$841K +$841K +8,527 New
WIA
328
World Investment Advisors
California
$838K +$11.5K +117 +1%
BFA
329
Beacon Financial Advisory
Ohio
$835K -$420K -4,257 -33%
CSPIA
330
Cary Street Partners Investment Advisory
Virginia
$828K -$78.9K -800 -9%
Comerica Bank
331
Comerica Bank
Texas
$814K -$77.4K -785 -9%
FFA
332
Florida Financial Advisors
Florida
$796K +$796K +8,075 New
ASN
333
Advisory Services Network
Georgia
$793K -$2.09M -21,188 -72%
NL
334
NWAM LLC
Washington
$789K +$30.9K +313 +4%
US Bancorp
335
US Bancorp
Minnesota
$788K -$3.25K -33 -0.4%
PAS
336
Park Avenue Securities
New York
$786K -$192K -1,945 -20%
RF
337
RHS Financial
California
$782K -$477K -4,840 -38%
KBFS
338
Kohmann Bosshard Financial Services
Ohio
$781K -$4.93K -50 -0.6%
WAM
339
WNY Asset Management
New York
$781K -$287K -2,915 -27%
3F
340
360 Financial
Minnesota
$759K +$759K +7,700 New
UAS
341
United Asset Strategies
New York
$758K +$76.7K +778 +11%
GWM
342
Geneos Wealth Management
Colorado
$747K -$458K -4,643 -38%
CIR
343
Clear Investment Research
Georgia
$733K +$11.7K +119 +2%
LPAM
344
Lodestar Private Asset Management
California
$732K +$29.6K +300 +4%
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
$729K -$3.35M -34,002 -82%
RFWA
346
RPg Family Wealth Advisory
Massachusetts
$724K +$29.1K +295 +4%
MWM
347
Mattern Wealth Management
Kansas
$724K -$314K -3,188 -30%
BTWM
348
Baker Tilly Wealth Management
Wisconsin
$699K -$25.3K -257 -3%
SFG
349
StrategIQ Financial Group
Indiana
$679K -$40.4K -410 -6%
TFM
350
Trademark Financial Management
Minnesota
$678K +$678K +6,875 New