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iShares 0-5 Year TIPS Bond ETF

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
401
SageView Advisory Group
California
$421K -$21.5K -222 -5%
PTC
402
Private Trust Company
Ohio
$409K +$276K +2,844 +207%
PC
403
Prairiewood Capital
North Dakota
$398K +$35K +361 +10%
MAWCM
404
Mine & Arao Wealth Creation & Management
California
$398K -$7.17K -74 -2%
SW
405
StrongBox Wealth
Missouri
$398K -$113K -1,170 -22%
RCAG
406
Rehmann Capital Advisory Group
Michigan
$395K -$269K -2,771 -40%
SCA
407
Snowden Capital Advisors
New York
$388K -$377K -3,889 -49%
ANBT
408
American National Bank & Trust
Texas
$388K
EBA
409
Eagle Bay Advisors
New York
$388K
KV
410
Kickstand Ventures
New York
$387K +$387K +3,996 New
1WA
411
180 Wealth Advisors
Washington
$382K -$417K -4,301 -52%
TCM
412
TD Capital Management
Tennessee
$371K +$3.68K +38 +1%
ECML
413
Eagle Capital Management (Louisiana)
Louisiana
$369K
GSEP
414
Golden State Equity Partners
California
$368K -$15.5K -160 -4%
AIC
415
Argus Investors Counsel
New York
$367K +$25.3K +261 +7%
RJT
416
Raymond James Trust
Florida
$366K -$266K -2,745 -42%
MS
417
Madden Securities
Texas
$364K -$25.7K -265 -7%
SMC
418
Smith, Moore & Co
Missouri
$362K +$5.72K +59 +2%
TCM
419
Triumph Capital Management
Colorado
$360K +$16.2K +167 +5%
FT
420
Fiduciary Trust
Massachusetts
$360K -$45.7K -472 -11%
WA
421
Waddell & Associates
Tennessee
$359K
TWM
422
Tanager Wealth Management
United Kingdom
$358K -$21.8M -224,693 -98%
SG
423
StoneX Group
New York
$357K -$21.3K -220 -6%
RCS
424
Retirement Capital Strategies
California
$355K -$16.9M -174,183 -98%
SA
425
Strategic Advocates
Utah
$353K +$353K +3,647 New