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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 %
RCAG
376
Rehmann Capital Advisory Group
Michigan
$668K -$4.09M -41,876 -86%
OL
377
Owen LaRue
Kentucky
$657K -$5.71M -58,766 -90%
LG
378
Lane Generational
Massachusetts
$655K -$123K -1,262 -16%
LHWM
379
Lake Hills Wealth Management
Texas
$655K +$655K +6,711 New
FSC
380
Full Sail Capital
Oklahoma
$653K -$16.7M -170,803 -96%
UAS
381
United Asset Strategies
New York
$651K +$523K +5,363 +411%
CCFM
382
Clear Creek Financial Management
Washington
$648K +$40.8K +418 +7%
RJT
383
Raymond James Trust
Florida
$636K -$83.3K -854 -12%
TDWM
384
Topel & Distasi Wealth Management
California
$630K – – –
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$625K -$87.7K -899 -12%
LWM
386
Lodestone Wealth Management
Washington
$619K +$7.71K +79 +1%
RI
387
Ridgewood Investments
New Jersey
$608K -$19.5K -200 -3%
SHWM
388
Smith & Howard Wealth Management
Georgia
$602K -$339K -3,475 -36%
Goldman Sachs
389
Goldman Sachs
New York
$597K -$28.3M -289,997 -98%
3LCM
390
3D/L Capital Management
Connecticut
$592K -$249K -2,553 -30%
FA
391
Fortis Advisors
Pennsylvania
$580K +$5.95K +61 +1%
V
392
Veritable
Delaware
$558K +$558K +5,718 New
LBC
393
Lowe Brockenbrough & Co
Virginia
$557K +$195K +2,000 +54%
ML
394
McAdam LLC
Pennsylvania
$556K -$719K -7,363 -56%
Wealth Enhancement Advisory Services
395
Wealth Enhancement Advisory Services
Minnesota
$553K -$358K -3,667 -39%
DIM
396
Delta Investment Management
California
$550K -$566K -5,799 -51%
SFC
397
Strategic Financial Concepts
Texas
$544K -$210K -2,154 -28%
CPA
398
Cardiff Park Advisors
California
$543K +$49.5K +507 +10%
IPW
399
Inlet Private Wealth
Florida
$537K +$112K +1,150 +26%
TSS
400
Two Sigma Securities
New York
$536K -$31.6K -324 -6%
14 15
16
17 18