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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$926K +$926K +9,331 New
WWM
352
Western Wealth Management
Colorado
$916K -$126K -1,267 -12%
PWM
353
PBMares Wealth Management
Virginia
$901K -$238K -2,394 -21%
AWA
354
Archvest Wealth Advisors
California
$881K +$20.3K +205 +2%
AWA
355
Acorn Wealth Advisors
Michigan
$875K -$170K -1,716 -16%
LA
356
Latitude Advisors
Florida
$875K +$119K +1,199 +16%
3LCM
357
3D/L Capital Management
Connecticut
$855K -$6.02M -60,708 -88%
LSIA
358
LaSalle St. Investment Advisors
Illinois
$850K +$850K +8,573 New
WP
359
Wealthspan Partners
Iowa
$836K -$46.3K -467 -5%
EAM
360
Empirical Asset Management
Massachusetts
$827K +$827K +8,333 New
Citadel Advisors
361
Citadel Advisors
Florida
$824K -$36.7M -369,985 -98%
RL
362
Retireful LLC
Michigan
$802K +$802K +8,086 New
ASFA
363
All Season Financial Advisors
Colorado
$793K +$55.5K +559 +8%
LG
364
Lane Generational
Massachusetts
$791K -$97.2K -980 -11%
PA
365
PFG Advisors
Arizona
$787K +$23.1K +233 +3%
AAP
366
Arax Advisory Partners
Colorado
$781K +$1.59K +16 +0.2%
FW
367
FirstPurpose Wealth
Utah
$778K +$122K +1,232 +19%
SFC
368
Strategic Financial Concepts
Texas
$767K +$767K +7,732 New
VNB
369
Virginia National Bank
Virginia
$760K -$27.4K -276 -3%
EBA
370
Eagle Bay Advisors
New York
$755K +$378K +3,807 +100%
WS
371
Wedbush Securities
California
$753K +$385K +3,876 +105%
NRWA
372
North Ridge Wealth Advisors
Oregon
$750K +$750K +7,559 New
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$746K +$163K +1,647 +28%
RJT
374
Raymond James Trust
Florida
$732K -$184K -1,858 -20%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$726K -$196K -1,982 -21%
13 14
15
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