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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
–
Net Calls
+$2.21M
Net Calls Change
-$10.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B
2
State Street
2
State Street
Massachusetts
$69.8M
3
Betterment LLC
3
Betterment LLC
New York
$208M
4
Cerity Partners
4
Cerity Partners
New York
$42.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$91.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Goldman Sachs
5
Goldman Sachs
New York
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
401
Independent Wealth Network
Iowa
$530K -$86.3K -884 -14%
SB
402
Strategic Blueprint
Georgia
$529K -$119K -1,215 -18%
SW
403
StrongBox Wealth
Missouri
$515K -$132K -1,353 -20%
SWP
404
Strategic Wealth Partners
Ohio
$509K -$69.8K -715 -12%
CWC
405
Carolinas Wealth Consulting
North Carolina
$508K -$168K -1,723 -25%
CA
406
Clearstead Advisors
Ohio
$508K +$34.1K +349 +7%
KWS
407
Keystone Wealth Services
California
$490K +$14.7K +151 +3%
PIMG
408
Patriot Investment Management Group
Tennessee
$485K -$36K -369 -7%
JIP
409
Jaffetilchin Investment Partners
Florida
$478K +$4.78K +49 +1%
PFM
410
Peak Financial Management
Massachusetts
$475K -$20K -205 -4%
FPAS
411
Focus Partners Advisor Solutions
Missouri
$473K +$1.27K +13 +0.3%
Invesco
412
Invesco
Georgia
$470K -$141K -1,444 -23%
MWM
413
Meridian Wealth Management
Kentucky
$469K -$1.28M -13,072 -73%
KA
414
Kovack Advisors
Florida
$467K +$86.9K +890 +23%
AF
415
Allworth Financial
California
$465K +$54.9K +562 +13%
RFM
416
Royal Fund Management
Florida
$458K -$5.35M -54,838 -92%
BW
417
Bison Wealth
Georgia
$451K -$11.3K -116 -2%
VCM
418
Virtue Capital Management
Tennessee
$449K -$74.2K -766 -14%
PB
419
Pinnacle Bancorp
Nebraska
$447K +$135K +1,385 +43%
SAG
420
SageView Advisory Group
California
$446K +$239K +2,446 +115%
RWA
421
Redhawk Wealth Advisors
Minnesota
$435K +$4.39K +45 +1%
NW
422
NewEdge Wealth
Pennsylvania
$424K -$33.2K -340 -7%
MAWCM
423
Mine & Arao Wealth Creation & Management
California
$408K -$12.5K -128 -3%
FT
424
Fiduciary Trust
Massachusetts
$408K -$52K -533 -11%
Millennium Management
425
Millennium Management
New York
$404K -$2.31M -23,669 -85%
15 16
17
18 19