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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
351
Delta Investment Management
California
$1.11M +$139K +1,437 +14%
PIMG
352
Patriot Investment Management Group
Tennessee
$1.1M +$88.2K +902 +9%
CCM
353
Coldstream Capital Management
Washington
$1.09M +$1.09M +11,195 New
Belvedere Trading
354
Belvedere Trading
Illinois
$1.08M +$1.08M +11,098 New
IAN
355
Integrated Advisors Network
Texas
$1.07M +$34.4K +355 +3%
MCG
356
McCollum Christoferson Group
New York
$1.06M
AFAS
357
Acorn Financial Advisory Services
Virginia
$1.05M +$46.3K +477 +5%
PP
358
Prosperity Planning
Missouri
$1.04M -$491K
SEP
359
Southland Equity Partners
Missouri
$1.04M +$39.8K +410 +4%
DA
360
Drake & Associates
Wisconsin
$1.02M +$1.02M +10,555 New
AWA
361
Acorn Wealth Advisors
Michigan
$1.02M -$174K -1,792 -15%
EPA
362
Element Pointe Advisors
Florida
$1.02M +$1.02M +10,500 New
WWM
363
Western Wealth Management
Colorado
$1.02M -$1.18M -12,131 -54%
FFA
364
Founders Financial Alliance
North Carolina
$994K -$31.4K -324 -3%
SP
365
Successful Portfolios
Florida
$948K +$361K +3,724 +62%
AFS
366
AFG Fiduciary Services
Massachusetts
$943K +$943K +9,723 New
SGCA
367
Steel Grove Capital Advisors
Tennessee
$938K
PWA
368
Physician Wealth Advisors
Utah
$935K -$14.4K -147 -2%
LPAM
369
Lodestar Private Asset Management
California
$935K +$935K +9,638 New
MCM
370
Mattern Capital Management
Colorado
$928K +$358K +3,690 +63%
LRPA
371
L. Roy Papp & Associates
Arizona
$911K
GAA
372
Global Assets Advisory
Florida
$911K +$214K +2,205 +31%
LL
373
LWMG LLC
Minnesota
$903K +$903K +9,314 New
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$902K -$186K -1,920 -17%
RJT
375
Raymond James Trust
Florida
$895K -$252K -2,602 -22%