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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 %
KFS
426
Kelly Financial Services
Massachusetts
$529K -$334K -3,445 -39%
MFWM
427
Motley Fool Wealth Management
Virginia
$510K +$510K +4,787 New
SAG
428
SageView Advisory Group
California
$502K +$502K +5,177 New
PFM
429
Peak Financial Management
Massachusetts
$496K +$496K +5,115 New
BW
430
Bison Wealth
Georgia
$492K -$30.5K -312 -6%
CIA
431
Capital Investment Advisors
Georgia
$484K -$63.3K -653 -12%
SAM
432
Strategy Asset Managers
California
$480K -$73.6K -759 -13%
JIP
433
Jaffetilchin Investment Partners
Florida
$470K
MPCG
434
Matrix Private Capital Group
New York
$469K +$200K +2,063 +74%
DG
435
DMC Group
Alabama
$468K +$468K +4,826 New
WAM
436
WealthTrust Asset Management
Florida
$466K -$834K -8,605 -64%
OWA
437
Octavia Wealth Advisors
Ohio
$462K -$11.8K -122 -2%
SBL
438
Sargent Bickham Lagudis
Colorado
$453K -$487K -5,026 -52%
FUBT
439
First United Bank & Trust
Maryland
$446K +$117K +1,202 +35%
MS
440
Madden Securities
Texas
$444K -$22.8K -235 -5%
LI
441
LVZ Inc
Michigan
$441K -$30.8M -317,526 -99%
RWA
442
Redhawk Wealth Advisors
Minnesota
$428K +$1.84K +19 +0.4%
DI
443
DFPG Investments
Utah
$426K +$36.7K +377 +9%
IWA
444
Icon Wealth Advisors
Texas
$423K -$56K -578 -12%
UCFA
445
United Capital Financial Advisors
Texas
$419K -$136K -1,403 -25%
PC
446
Prairiewood Capital
North Dakota
$419K +$419K +4,318 New
SG
447
StoneX Group
New York
$418K -$34.9K -360 -8%
PTC
448
Private Trust Company
Ohio
$417K -$167K -1,724 -29%
VAS
449
Vestmark Advisory Solutions
Massachusetts
$413K -$164K -1,690 -28%
SPA
450
Sentinel Pension Advisors
Massachusetts
$412K -$66.5K -686 -14%