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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 %
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$725K -$2.84M -28,636 -80%
3F
377
360 Financial
Minnesota
$724K +$54.6K +550 +8%
VCWA
378
Vanguard Capital Wealth Advisors
Colorado
$724K +$724K +7,300 New
VWA
379
VERITY Wealth Advisors
United States
$720K – – –
DZ Bank
380
DZ Bank
Germany
$712K +$712K +7,160 New
MWA
381
MFA Wealth Advisors
Pennsylvania
$711K +$8.93K +90 +1%
GT
382
Greenleaf Trust
Michigan
$697K +$17.3K +174 +3%
HNWA
383
Henrickson Nauta Wealth Advisors
Michigan
$695K -$8.44K -85 -1%
CW
384
CreativeOne Wealth
Kansas
$692K +$10.9K +110 +2%
SC
385
Scotia Capital
Ontario, Canada
$689K -$475K -4,789 -41%
GSEP
386
Golden State Equity Partners
California
$689K +$689K +6,941 New
CWC
387
Carolinas Wealth Consulting
North Carolina
$688K -$3.49M -35,182 -84%
CAG
388
Csenge Advisory Group
Florida
$661K -$36.5K -368 -5%
SB
389
Strategic Blueprint
Georgia
$659K -$1.98M -19,981 -75%
SW
390
StrongBox Wealth
Missouri
$657K – – –
RF
391
RHS Financial
California
$652K +$16.3K +164 +3%
TDWM
392
Topel & Distasi Wealth Management
California
$640K – – –
RI
393
Ridgewood Investments
New Jersey
$638K +$93.1K +938 +17%
NFG
394
Nations Financial Group
Iowa
$632K +$285K +2,872 +82%
IWN
395
Independent Wealth Network
Iowa
$626K +$11.9K +120 +2%
GW
396
GW & Wade
Massachusetts
$622K – – –
Invesco
397
Invesco
Georgia
$621K -$34K -343 -5%
LWM
398
Lodestone Wealth Management
Washington
$621K +$16.1K +162 +3%
CCFM
399
Clear Creek Financial Management
Washington
$617K -$2.15M -21,635 -78%
PCM
400
Passive Capital Management
Maryland
$615K +$66.2K +667 +12%
14 15
16
17 18