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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 %
MG
376
Mather Group
Illinois
$893K -$239K -2,461 -21%
LG
377
Lane Generational
Massachusetts
$868K -$24.5K -253 -3%
WP
378
Wealthspan Partners
Iowa
$862K +$24.9K +257 +3%
AWA
379
Archvest Wealth Advisors
California
$841K +$29.1K +300 +4%
ACG
380
Allen Capital Group
Nebraska
$841K +$841K +8,671 New
KFGK
381
Keystone Financial Group (Kentucky)
Kentucky
$809K
BF
382
Brooklyn FI
New York
$790K +$62.2K +303 +9%
VNB
383
Virginia National Bank
Virginia
$769K +$84.6K +873 +12%
AAP
384
Arax Advisory Partners
Colorado
$761K -$2.45M -25,294 -76%
MWM
385
Modera Wealth Management
New Jersey
$751K +$109K +1,125 +17%
PA
386
PFG Advisors
Arizona
$747K +$747K +7,701 New
LA
387
Latitude Advisors
Florida
$738K +$738K +7,615 New
FANJ
388
Financial Architects (New Jersey)
New Jersey
$722K -$253K -2,612 -26%
SWP
389
Strategic Wealth Partners
Ohio
$722K -$237K -2,448 -25%
ASFA
390
All Season Financial Advisors
Colorado
$720K +$84.6K +873 +13%
DC
391
Davenport & Co
Virginia
$708K -$341K -3,515 -32%
VWA
392
VERITY Wealth Advisors
United States
$704K -$698K -7,200 -50%
CPA
393
Cardiff Park Advisors
California
$702K -$470K -4,849 -40%
HNWA
394
Henrickson Nauta Wealth Advisors
Michigan
$687K +$8.73K +90 +1%
MWA
395
MFA Wealth Advisors
Pennsylvania
$686K -$6.59M -68,015 -91%
CAG
396
Csenge Advisory Group
Florida
$682K -$312K -3,222 -31%
AWM
397
Accurate Wealth Management
Florida
$670K +$460K +4,729 +218%
SCA
398
Snowden Capital Advisors
New York
$669K +$104K +1,076 +18%
CW
399
CreativeOne Wealth
Kansas
$666K +$177K +1,827 +36%
GT
400
Greenleaf Trust
Michigan
$664K +$417K +4,304 +169%