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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
401
Virtue Capital Management
Tennessee
$450K -$5.61K -57 -1%
SC
402
Scotia Capital
Ontario, Canada
$440K -$1.58K -16 -0.4%
KA
403
Kovack Advisors
Florida
$432K -$108K -1,095 -20%
DE
404
Day & Ennis
Georgia
$432K -$1.04M -10,555 -71%
FA
405
FC Advisory
Pennsylvania
$431K +$115K +1,170 +37%
TWP
406
Tyche Wealth Partners
Texas
$430K +$430K +4,362 New
PC
407
Prairiewood Capital
North Dakota
$426K +$20.9K +212 +5%
Citadel Advisors
408
Citadel Advisors
Florida
$424K +$369K +3,745 +678%
SAG
409
SageView Advisory Group
California
$422K -$421K -4,346 Closed
SWP
410
Stratos Wealth Partners
Ohio
$412K -$2.1M -21,309 -84%
KP
411
Keel Point
Alabama
$409K +$409K +4,147 New
MAWCM
412
Mine & Arao Wealth Creation & Management
California
$407K +$1.87K +19 +0.5%
RCAG
413
Rehmann Capital Advisory Group
Michigan
$403K +$887 +9 +0.2%
SHWM
414
Smith & Howard Wealth Management
Georgia
$397K -$36.3K -368 -8%
EBA
415
Eagle Bay Advisors
New York
$394K
Invesco
416
Invesco
Georgia
$385K -$102K -1,034 -21%
GM
417
GeoWealth Management
Illinois
$383K +$383K +3,880 New
TCM
418
TD Capital Management
Tennessee
$380K +$2.86K +29 +0.8%
ECML
419
Eagle Capital Management (Louisiana)
Louisiana
$376K
LG
420
LaFleur & Godfrey
Michigan
$375K +$21K +213 +6%
NC
421
Napatree Capital
Rhode Island
$373K +$373K +3,785 New
LAS
422
LWM Advisory Services
Florida
$365K +$326K +3,308 +831%
WA
423
Waddell & Associates
Tennessee
$365K
MS
424
Madden Securities
Texas
$363K -$6.9K -70 -2%
SG
425
StoneX Group
New York
$363K +$197 +2 +0.1%