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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

607 hedge funds and large institutions have $7.22B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 284 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+59
Holders Change %
+10.77%
% of All Funds
10.26%
Holding in Top 10
109
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+29.76%
% of All Funds
1.84%
New
108
Increased
284
Reduced
146
Closed
41
Calls
$4.82M
Puts
–
Net Calls
+$4.82M
Net Calls Change
+$4.82M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$226M
3
BFG
3
Barber Financial Group
Kansas
$142M
4
CWM
4
Campbell Wealth Management
Virginia
$69.4M
5
RWM
5
Ritholtz Wealth Management
New York
$61.4M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$7.27M
2
Jane Street
2
Jane Street
New York
$0
3
PCA
3
Personal Capital Advisors
California
$238M
4
AAP
4
Arax Advisory Partners
Colorado
$4.6M
5
KLC
5
Knowledge Leaders Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
401
Axiom Financial Strategies
Indiana
$615K +$615K +6,065 New
CA
402
CGN Advisors
Kansas
$614K -$17.9K -177 -3%
TCM
403
Triumph Capital Management
Colorado
$610K -$21K -207 -3%
KWM
404
Keebeck Wealth Management
Illinois
$608K -$35K -345 -5%
VAS
405
Vestmark Advisory Solutions
Massachusetts
$597K +$597K +5,884 New
SFM
406
Signet Financial Management
New Jersey
$593K +$321K +3,166 +118%
SHIM
407
Stone House Investment Management
Pennsylvania
$584K +$215K +2,117 +58%
GIA
408
Gladstone Institutional Advisory
Florida
$584K +$291K +2,870 +99%
OIA
409
OneDigital Investment Advisors
Kansas
$579K -$23.9K -236 -4%
FA
410
Fortis Advisors
Pennsylvania
$579K +$13.3K +131 +2%
SP
411
Successful Portfolios
Florida
$576K +$2.53K +25 +0.4%
LG
412
Lane Generational
Massachusetts
$574K -$172K -1,698 -23%
FCA
413
FinTrust Capital Advisors
South Carolina
$560K -$57.2K -561 -9%
SPA
414
Sentinel Pension Advisors
Massachusetts
$554K -$2.92M -28,769 -84%
CIA
415
Capital Investment Advisors
Georgia
$554K -$2.74K -27 -0.5%
BW
416
Bison Wealth
Georgia
$542K -$34.9K -344 -6%
WEG
417
World Equity Group
Illinois
$529K +$529K +5,215 New
SCA
418
Sage Capital Advisors
South Dakota
$527K -$264K -2,606 -33%
ED
419
Exane Derivatives
France
$526K +$240K +2,370 +84%
HWM
420
Hohimer Wealth Management
Washington
$520K -$50.7K -500 -9%
OWA
421
Octavia Wealth Advisors
Ohio
$509K +$204K +2,007 +67%
MCM
422
Mattern Capital Management
Colorado
$506K +$29.5K +291 +6%
SB
423
Strategic Blueprint
Georgia
$493K +$493K +4,865 New
MS
424
Madden Securities
Texas
$488K – – –
LAS
425
LWM Advisory Services
Florida
$484K +$484K +4,771 New
15 16
17
18 19