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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
376
Lodestone Wealth Management
Washington
$540K -$77.9K -790 -13%
CCM
377
Coldstream Capital Management
Washington
$537K -$357K -3,623 -40%
SWP
378
Strategic Wealth Partners
Ohio
$537K +$60.6K +615 +13%
FHA
379
Flagship Harbor Advisors
Massachusetts
$532K +$532K +5,397 New
FW
380
FirstPurpose Wealth
Utah
$529K -$690 -7 -0.1%
PIMG
381
Patriot Investment Management Group
Tennessee
$527K
NW
382
NewEdge Wealth
Pennsylvania
$526K +$181K +1,840 +53%
AWM
383
Able Wealth Management
New Jersey
$521K +$521K +5,285 New
CA
384
Clearstead Advisors
Ohio
$513K -$513K -5,204 -50%
FFS
385
Founders Financial Securities
Maryland
$501K +$501K +5,083 New
PB
386
Pinnacle Bancorp
Nebraska
$499K
OL
387
Owen LaRue
Kentucky
$498K -$12.4K -126 -2%
CWC
388
Carolinas Wealth Consulting
North Carolina
$496K +$2.96K +30 +0.6%
DIM
389
Delta Investment Management
California
$494K -$27.2K -276 -5%
LBC
390
Lowe Brockenbrough & Co
Virginia
$492K -$49.3K -500 -9%
MWM
391
Meridian Wealth Management
Kentucky
$489K -$2.56K -26 -0.5%
ATI
392
ARK & TLK Investments
Oklahoma
$487K +$487K +4,941 New
JIP
393
Jaffetilchin Investment Partners
Florida
$485K -$296 -3 -0.1%
PTC
394
Private Trust Company
Ohio
$482K +$65.4K +663 +16%
AC
395
AlphaCore Capital
California
$478K -$261K -2,645 -35%
RWA
396
Redhawk Wealth Advisors
Minnesota
$476K +$254K +2,577 +114%
FPAS
397
Focus Partners Advisor Solutions
Missouri
$476K +$887 +9 +0.2%
KWS
398
Keystone Wealth Services
California
$475K -$24.6K -250 -5%
AF
399
Allworth Financial
California
$457K -$592 -6 -0.1%
AIP
400
Ameritas Investment Partners
Nebraska
$457K +$1.18K +12 +0.3%