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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 %
LG
426
LaFleur & Godfrey
Michigan
$348K +$18.4K +190 +6%
BW
427
Bison Wealth
Georgia
$343K -$104K -1,076 -23%
RSWM
428
Robertson Stephens Wealth Management
California
$340K +$109K +1,126 +47%
NW
429
NewEdge Wealth
Pennsylvania
$339K -$81.4K -840 -19%
CWP
430
Core Wealth Partners
California
$336K
SI
431
Stephens Inc
Arkansas
$330K -$5.96M -61,507 -95%
MWM
432
Maltin Wealth Management
New Jersey
$328K +$328K +3,389 New
AWA
433
Acorn Wealth Advisors
Michigan
$322K -$371K -3,831 -54%
CAL
434
Capital Analysts LLC
Pennsylvania
$320K -$54.8M -565,740 -99%
AM
435
Atwater Malick
Pennsylvania
$319K
VPP
436
Vertex Planning Partners
Illinois
$311K +$311K +3,204 New
FA
437
FC Advisory
Pennsylvania
$310K +$22.8K +235 +8%
VDI
438
Vaughan David Investments
Illinois
$310K
GLA
439
Good Life Advisors
Pennsylvania
$308K -$3.05M -31,435 -91%
RG
440
Rathbones Group
United Kingdom
$302K -$45.1K -465 -13%
KWM
441
Keebeck Wealth Management
Illinois
$298K +$20.9K +216 +8%
KOC
442
Koss-Olinger Consulting
Florida
$297K +$194 +2 +0.1%
CAMG
443
CWA Asset Management Group
Florida
$294K +$20.4K +210 +7%
VCA
444
Verdence Capital Advisors
Maryland
$292K +$36.8K +380 +14%
E
445
ETFidea
New York
$292K +$97 +1 +0%
OWA
446
Octavia Wealth Advisors
Ohio
$291K -$3.39K -35 -1%
CA
447
CGN Advisors
Kansas
$289K +$289K +2,984 New
M&T Bank
448
M&T Bank
New York
$283K
MWM
449
Mascoma Wealth Management
New Hampshire
$282K -$5.33K -55 -2%
JWM
450
Janiczek Wealth Management
Colorado
$280K