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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
401
Obermeyer Wealth Partners
Colorado
$607K +$359K +3,561 +145%
SG
402
StoneX Group
New York
$596K +$168K +1,689 +39%
SWP
403
Strategic Wealth Partners
Ohio
$589K -$151K -1,520 -20%
FA
404
Fortis Advisors
Pennsylvania
$583K – – –
TSS
405
Two Sigma Securities
New York
$577K +$577K +5,813 New
CRI
406
Colonial River Investments
Virginia
$571K -$1.11M -11,230 -66%
Thrivent Financial for Lutherans
407
Thrivent Financial for Lutherans
Minnesota
$558K -$22.5M -226,480 -98%
GVAG
408
Great Valley Advisor Group
Delaware
$548K +$548K +5,523 New
VCM
409
Virtue Capital Management
Tennessee
$536K -$8.93K -90 -2%
MWM
410
Modera Wealth Management
New Jersey
$532K -$237K -2,389 -31%
PIMG
411
Patriot Investment Management Group
Tennessee
$529K -$590K -5,950 -53%
CIA
412
Capital Investment Advisors
Georgia
$508K +$12.8K +129 +3%
PFM
413
Peak Financial Management
Massachusetts
$504K -$3.97K -40 -0.8%
CPA
414
Cardiff Park Advisors
California
$502K -$217K -2,184 -30%
UCFA
415
United Capital Financial Advisors
Texas
$499K +$70.3K +708 +16%
MSWMA
416
Market Street Wealth Management Advisors
Indiana
$494K -$47.8K -482 -9%
KWS
417
Keystone Wealth Services
California
$483K +$86.3K +870 +22%
CA
418
Clearstead Advisors
Ohio
$482K -$173K -1,740 -26%
JIP
419
Jaffetilchin Investment Partners
Florida
$481K – – –
FPAS
420
Focus Partners Advisor Solutions
Missouri
$480K +$480K +4,836 New
Lido Advisors
421
Lido Advisors
California
$479K +$479K +4,830 New
FT
422
Fiduciary Trust
Massachusetts
$468K +$189K +1,905 +68%
BW
423
Bison Wealth
Georgia
$468K -$30.5K -309 -6%
NW
424
NewEdge Wealth
Pennsylvania
$464K +$126K +1,266 +37%
RWA
425
Redhawk Wealth Advisors
Minnesota
$438K – – –
15 16
17
18 19