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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

607 hedge funds and large institutions have $7.22B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 284 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+59
Holders Change %
+10.77%
% of All Funds
10.26%
Holding in Top 10
109
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+29.76%
% of All Funds
1.84%
New
108
Increased
284
Reduced
146
Closed
41
Calls
$4.82M
Puts
–
Net Calls
+$4.82M
Net Calls Change
+$4.82M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$226M
3
BFG
3
Barber Financial Group
Kansas
$142M
4
CWM
4
Campbell Wealth Management
Virginia
$69.4M
5
RWM
5
Ritholtz Wealth Management
New York
$61.4M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$7.27M
2
Jane Street
2
Jane Street
New York
$0
3
PCA
3
Personal Capital Advisors
California
$238M
4
AAP
4
Arax Advisory Partners
Colorado
$4.6M
5
KLC
5
Knowledge Leaders Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
351
Tortoise Investment Management
New York
$955K – – –
SW
352
StrongBox Wealth
Missouri
$955K +$17.7K +175 +2%
LRPA
353
L. Roy Papp & Associates
Arizona
$953K – – –
MCG
354
McCollum Christoferson Group
New York
$948K – – –
PTC
355
Private Trust Company
Ohio
$941K +$941K +9,274 New
RF
356
RHS Financial
California
$929K +$50.1K +494 +6%
IC
357
Innealta Capital
Texas
$922K -$2.85M -28,109 -76%
RCAG
358
Rehmann Capital Advisory Group
Michigan
$914K +$338K +3,335 +59%
CPA
359
Cardiff Park Advisors
California
$911K +$492K +4,847 +117%
AFAS
360
Acorn Financial Advisory Services
Virginia
$898K -$17.3K -170 -2%
SWP
361
Strategic Wealth Partners
Ohio
$898K +$421K +4,157 +88%
TCM
362
TD Capital Management
Tennessee
$893K -$355K -3,500 -28%
Allianz Asset Management
363
Allianz Asset Management
Germany
$885K +$885K +8,730 New
AWM
364
Alterna Wealth Management
Texas
$875K – – –
RJT
365
Raymond James Trust
Florida
$875K +$214K +2,110 +32%
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
$867K -$250K -2,462 -22%
SS
367
Simplicity Solutions
Minnesota
$828K +$49.5K +488 +6%
DAS
368
Dynamic Advisor Solutions
Arizona
$826K +$518K +5,106 +168%
FW
369
FirstPurpose Wealth
Utah
$815K +$400K +3,943 +96%
FP
370
Financial Perspectives
Minnesota
$810K -$147K -1,450 -15%
MRWM
371
ML&R Wealth Management
Texas
$805K +$20.3K +200 +3%
NAS
372
Nicolet Advisory Services
Wisconsin
$798K -$260K -2,573 -25%
ASN
373
Advisory Services Network
Georgia
$792K +$171K +1,689 +28%
ML
374
McAdam LLC
Pennsylvania
$787K +$787K +7,758 New
PFS
375
Prospera Financial Services
Texas
$782K +$616K +6,072 +370%
13 14
15
16 17