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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

625 hedge funds and large institutions have $6.83B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
10.81%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.59%
New
92
Increased
261
Reduced
204
Closed
63
Calls
$9.13M
Puts
$452K
Net Calls
+$8.68M
Net Calls Change
+$3.87M

Top Buyers

1
Jane Street
Jane Street
New York
+$216M
2
Goldman Sachs
Goldman Sachs
New York
+$110M
3
Temasek Holdings
Temasek Holdings
Singapore
+$69.1M
4
Principal Financial Group
Principal Financial Group
Iowa
+$54.2M
5
HTC
Haverford Trust Company
Pennsylvania
+$50M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$150M
2
LPL Financial
LPL Financial
California
-$110M
3
CMF
Counterpoint Mutual Funds
California
-$102M
4
CWM
Campbell Wealth Management
Virginia
-$62.1M
5
PPW
Parcion Private Wealth
Washington
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDWM
401
Topel & Distasi Wealth Management
California
$627K – – –
VCM
402
Virtue Capital Management
Tennessee
$613K +$1.25K +13 +0.2%
NEAM
403
New England Asset Management
Connecticut
$609K – – –
RG
404
Rathbones Group
United Kingdom
$603K +$316K +3,289 +110%
AFS
405
Axiom Financial Strategies
Indiana
$598K +$15.1K +157 +3%
MWP
406
Madison Wealth Partners
Wisconsin
$590K -$61.2K -637 -9%
SP
407
Successful Portfolios
Florida
$581K +$35.3K +368 +6%
PTC
408
Private Trust Company
Ohio
$579K -$312K -3,250 -35%
PFA
409
Pure Financial Advisors
California
$576K -$128K -1,332 -18%
HWMA
410
Heritage Wealth Management (Arizona)
Arizona
$576K +$268K +2,785 +87%
VAS
411
Vestmark Advisory Solutions
Massachusetts
$571K +$5.86K +61 +1%
GP
412
Greenline Partners
New York
$570K +$313K +3,259 +122%
IWN
413
Independent Wealth Network
Iowa
$570K +$343K +3,567 +151%
MCM
414
Mattern Capital Management
Colorado
$565K +$85K +884 +18%
FA
415
Fortis Advisors
Pennsylvania
$563K +$14.2K +148 +3%
SS
416
Simplicity Solutions
Minnesota
$562K -$222K -2,313 -28%
SCA
417
Snowden Capital Advisors
New York
$560K +$191K +1,986 +52%
UCFA
418
United Capital Financial Advisors
Texas
$550K +$298K +3,104 +119%
SAM
419
Strategy Asset Managers
California
$549K +$549K +5,711 New
OWA
420
One Wealth Advisors
California
$547K +$547K +5,690 New
CIA
421
Capital Investment Advisors
Georgia
$543K +$17.3K +180 +3%
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$533K +$126K +1,315 +31%
CWS
423
Cypress Wealth Services
California
$521K +$213K +2,201 +69%
BW
424
Bison Wealth
Georgia
$514K +$1.15K +12 +0.2%
PP
425
Prosperity Planning
Missouri
$491K – – –
15 16
17
18 19