STIP icon

iShares 0-5 Year TIPS Bond ETF

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
351
RPg Family Wealth Advisory
Massachusetts
$683K -$483K -4,984 -41%
PWM
352
PBMares Wealth Management
Virginia
$674K -$98.9K -1,020 -13%
LHWM
353
Lake Hills Wealth Management
Texas
$674K +$23.7K +245 +4%
WKWM
354
Walter & Keenan Wealth Management
Indiana
$674K -$746K -7,700 -53%
UAS
355
United Asset Strategies
New York
$669K +$23.1K +238 +4%
VNB
356
Virginia National Bank
Virginia
$646K -$75.9K -783 -11%
AIP
357
Almanack Investment Partners
Pennsylvania
$643K -$19.3M -199,116 -97%
TSS
358
Two Sigma Securities
New York
$639K +$107K +1,105 +20%
TDWM
359
Topel & Distasi Wealth Management
California
$625K
LWM
360
Lodestone Wealth Management
Washington
$608K -$6.59K -68 -1%
EW
361
Evoke Wealth
California
$604K +$304K +3,133 +101%
GW
362
GW & Wade
Massachusetts
$594K -$109K -1,126 -16%
TNBTD
363
Trustmark National Bank Trust Department
Mississippi
$585K -$121K -1,252 -17%
WS
364
Wedbush Securities
California
$583K -$147K -1,515 -20%
FA
365
Fortis Advisors
Pennsylvania
$582K +$6.01K +62 +1%
IWN
366
Independent Wealth Network
Iowa
$580K +$54.2K +559 +10%
RFG
367
RFP Financial Group
Georgia
$568K -$8.6M -88,725 -94%
CAG
368
Csenge Advisory Group
Florida
$567K -$102K -1,049 -15%
CPA
369
Cardiff Park Advisors
California
$545K +$5.62K +58 +1%
SFC
370
Strategic Financial Concepts
Texas
$541K
LBC
371
Lowe Brockenbrough & Co
Virginia
$532K -$21.3K -220 -4%
KA
372
Kovack Advisors
Florida
$531K +$66.7K +688 +14%
TWA
373
TCI Wealth Advisors
Arizona
$526K -$879K -9,072 -63%
FW
374
FirstPurpose Wealth
Utah
$521K -$244K -2,521 -32%
PIM
375
Penobscot Investment Management
Massachusetts
$519K -$954K -9,840 -65%