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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
–
Net Calls
+$2.21M
Net Calls Change
-$10.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B
2
State Street
2
State Street
Massachusetts
$69.8M
3
Betterment LLC
3
Betterment LLC
New York
$208M
4
Cerity Partners
4
Cerity Partners
New York
$42.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$91.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Goldman Sachs
5
Goldman Sachs
New York
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
PBMares Wealth Management
Virginia
$779K -$108K -1,107 -12%
CPA
352
Capital Planning Advisors
California
$774K +$774K +7,930 New
SCA
353
Snowden Capital Advisors
New York
$770K -$297K -3,039 -28%
FW
354
FirstPurpose Wealth
Utah
$770K +$5.17K +53 +0.7%
KFGK
355
Keystone Financial Group (Kentucky)
Kentucky
$768K +$768K +7,869 New
PA
356
PFG Advisors
Arizona
$762K -$12.2K -125 -2%
CS
357
Comerica Securities
Michigan
$761K -$188K -1,922 -20%
3F
358
360 Financial
Minnesota
$752K +$39K +400 +5%
SC
359
Scotia Capital
Ontario, Canada
$746K +$67.9K +696 +10%
CIR
360
Clear Investment Research
Georgia
$745K -$333K -3,410 -31%
NRWA
361
North Ridge Wealth Advisors
Oregon
$738K – – –
WS
362
Wedbush Securities
California
$735K -$5.37K -55 -0.7%
HNWA
363
Henrickson Nauta Wealth Advisors
Michigan
$735K +$51.1K +524 +7%
VNB
364
Virginia National Bank
Virginia
$727K -$20.8K -213 -3%
MWM
365
Modera Wealth Management
New Jersey
$726K +$203K +2,083 +39%
Lido Advisors
366
Lido Advisors
California
$716K +$244K +2,504 +52%
GT
367
Greenleaf Trust
Michigan
$716K +$30K +307 +4%
TNBTD
368
Trustmark National Bank Trust Department
Mississippi
$711K -$807K -8,271 -53%
VWA
369
VERITY Wealth Advisors
United States
$708K – – –
GW
370
GW & Wade
Massachusetts
$708K +$96.8K +992 +16%
MWA
371
MFA Wealth Advisors
Pennsylvania
$700K – – –
AWA
372
Acorn Wealth Advisors
Michigan
$698K -$163K -1,667 -19%
LSIA
373
LaSalle St. Investment Advisors
Illinois
$695K -$141K -1,450 -17%
NFG
374
Nations Financial Group
Iowa
$680K +$58.3K +597 +9%
CAG
375
Csenge Advisory Group
Florida
$673K +$22.9K +235 +4%
13 14
15
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