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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 %
PIMG
376
Patriot Investment Management Group
Tennessee
$518K +$36.6K +378 +8%
DIM
377
Delta Investment Management
California
$512K -$33.8K -349 -6%
MFA
378
Mayflower Financial Advisors
Massachusetts
$510K +$225K +2,319 +79%
SB
379
Strategic Blueprint
Georgia
$502K -$23.7K -245 -5%
OL
380
Owen LaRue
Kentucky
$501K -$153K -1,582 -23%
KWS
381
Keystone Wealth Services
California
$491K +$4.65K +48 +1%
PB
382
Pinnacle Bancorp
Nebraska
$491K +$46.9K +484 +11%
CWC
383
Carolinas Wealth Consulting
North Carolina
$486K -$19.8K -204 -4%
TCM
384
Tradewinds Capital Management
Washington
$485K -$2.19M -22,614 -82%
MWM
385
Meridian Wealth Management
Kentucky
$483K +$17.3K +179 +4%
Invesco
386
Invesco
Georgia
$479K +$11.6K +120 +2%
JIP
387
Jaffetilchin Investment Partners
Florida
$477K +$2.33K +24 +0.5%
SWP
388
Strategic Wealth Partners
Ohio
$468K -$37.5K -387 -7%
FPAS
389
Focus Partners Advisor Solutions
Missouri
$467K -$3.2K -33 -0.7%
WA
390
Wambolt & Associates
Colorado
$463K -$1.54M -15,996 -77%
OIA
391
OneDigital Investment Advisors
Kansas
$456K +$182K +1,876 +66%
Lido Advisors
392
Lido Advisors
California
$453K -$258K -2,659 -36%
AF
393
Allworth Financial
California
$450K -$11.5K -119 -2%
AssetMark Inc
394
AssetMark Inc
California
$449K +$433K +4,463 +2,595%
VCM
395
Virtue Capital Management
Tennessee
$449K
AIP
396
Ameritas Investment Partners
Nebraska
$448K -$647K -6,673 -59%
SC
397
Scotia Capital
Ontario, Canada
$434K -$307K -3,167 -41%
IPW
398
Inlet Private Wealth
Florida
$434K -$99.2K -1,024 -19%
3LCM
399
3D/L Capital Management
Connecticut
$433K -$155K -1,599 -26%
SHWM
400
Smith & Howard Wealth Management
Georgia
$426K -$171K -1,767 -29%