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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Shares
Change %
UAS
401
United Asset Strategies
New York
$654K -$265K -2,732 -29%
3F
402
360 Financial
Minnesota
$649K
SW
403
StrongBox Wealth
Missouri
$642K +$1.45K +15 +0.2%
FW
404
FirstPurpose Wealth
Utah
$641K -$131K -1,351 -17%
Invesco
405
Invesco
Georgia
$640K -$35.3K -364 -5%
CA
406
Clearstead Advisors
Ohio
$639K
HGWM
407
Horst & Graben Wealth Management
Oregon
$639K -$110K -1,133 -15%
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$626K +$626K +6,458 New
TDWM
409
Topel & Distasi Wealth Management
California
$626K
EP
410
Eudaimonia Partners
Tennessee
$623K -$19K -196 -3%
RG
411
Rathbones Group
United Kingdom
$621K +$12.7K +131 +2%
RF
412
RHS Financial
California
$621K -$84K -867 -12%
BWM
413
Brickley Wealth Management
California
$616K +$616K +6,350 New
GW
414
GW & Wade
Massachusetts
$607K +$607K +6,265 New
IWN
415
Independent Wealth Network
Iowa
$600K +$25.2K +260 +4%
SHWM
416
Smith & Howard Wealth Management
Georgia
$598K -$728K -7,513 -55%
DWP
417
Destiny Wealth Partners
Florida
$596K -$15.8M -163,457 -96%
LWM
418
Lodestone Wealth Management
Washington
$591K +$591K +6,098 New
FA
419
Fortis Advisors
Pennsylvania
$570K +$2.33K +24 +0.4%
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$569K +$31.5K +325 +6%
TVAMP
421
Tennessee Valley Asset Management Partners
Tennessee
$536K +$536K +5,532 New
PCM
422
Passive Capital Management
Maryland
$536K -$184K -1,900 -26%
RI
423
Ridgewood Investments
New Jersey
$533K +$533K +5,494 New
VCM
424
Virtue Capital Management
Tennessee
$532K -$85.6K -883 -14%
MSWMA
425
Market Street Wealth Management Advisors
Indiana
$530K +$251K +2,585 +90%