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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 %
EIA
426
Eldridge Investment Advisors
New Hampshire
$437K +$437K +4,400 New
IPW
427
Inlet Private Wealth
Florida
$432K +$99.2K +1,000 +30%
MAWCM
428
Mine & Arao Wealth Creation & Management
California
$428K +$9.92K +100 +2%
MS
429
Madden Securities
Texas
$421K -$33.2K -335 -7%
LAS
430
LWM Advisory Services
Florida
$421K +$158K +1,594 +60%
AF
431
Allworth Financial
California
$417K +$12.4K +125 +3%
MBT
432
Montecito Bank & Trust
California
$399K -$855K -8,616 -68%
AWM
433
Accurate Wealth Management
Florida
$398K -$287K -2,890 -42%
ECML
434
Eagle Capital Management (Louisiana)
Louisiana
$395K – – –
USCWA
435
U.S. Capital Wealth Advisors
Texas
$394K +$31.6K +318 +9%
FCA
436
FinTrust Capital Advisors
South Carolina
$390K – – –
PC
437
Prairiewood Capital
North Dakota
$387K -$41.5K -418 -10%
KA
438
Kovack Advisors
Florida
$387K +$8.63K +87 +2%
SPA
439
Sentinel Pension Advisors
Massachusetts
$375K -$47K -473 -11%
TCM
440
TD Capital Management
Tennessee
$372K – – –
VFO
441
Virtus Family Office
Texas
$370K – – –
SMC
442
Smith, Moore & Co
Missouri
$370K +$13.5K +136 +4%
LBC
443
Lowe Brockenbrough & Co
Virginia
$368K – – –
WA
444
Waddell & Associates
Tennessee
$367K – – –
RG
445
Rathbones Group
United Kingdom
$367K -$269K -2,713 -42%
KOC
446
Koss-Olinger Consulting
Florida
$363K – – –
TCM
447
Triumph Capital Management
Colorado
$362K -$28K -282 -7%
VAS
448
Vestmark Advisory Solutions
Massachusetts
$352K -$70.3K -708 -17%
AIC
449
Argus Investors Counsel
New York
$350K – – –
CWP
450
Core Wealth Partners
California
$344K +$344K +3,468 New
16 17
18
19 20