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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 %
AC
426
Apella Capital
Connecticut
$363K -$2.16M -21,927 -86%
TCM
427
Triumph Capital Management
Colorado
$361K -$5.42K -55 -1%
RJT
428
Raymond James Trust
Florida
$360K -$11.7K -119 -3%
Lido Advisors
429
Lido Advisors
California
$359K -$102K -1,032 -22%
CWP
430
Core Wealth Partners
California
$342K
BW
431
Bison Wealth
Georgia
$341K -$8.58K -87 -2%
SCA
432
Snowden Capital Advisors
New York
$339K -$56.1K -569 -14%
AIC
433
Argus Investors Counsel
New York
$334K -$38.9K -395 -10%
AM
434
Atwater Malick
Pennsylvania
$333K +$8.08K +82 +2%
BCM
435
Brookstone Capital Management
Illinois
$330K -$467K -4,734 -59%
RCS
436
Retirement Capital Strategies
California
$327K -$34.7K -352 -10%
GWM
437
Grand Wealth Management
Michigan
$324K +$324K +3,286 New
EWM
438
Echo Wealth Management
Minnesota
$318K -$535K -5,437 -63%
M&T Bank
439
M&T Bank
New York
$316K +$27.9K +283 +10%
MCB
440
Morton Community Bank
Illinois
$315K +$315K +3,200 New
VDI
441
Vaughan David Investments
Illinois
$315K
CAPTRUST Financial Advisors
442
CAPTRUST Financial Advisors
North Carolina
$314K +$314K +3,188 New
GLA
443
Good Life Advisors
Pennsylvania
$313K -$99 -1 -0%
PCS
444
Private Client Services
Kentucky
$312K +$312K +3,161 New
ULWM
445
Upper Left Wealth Management
Florida
$310K +$310K +3,149 New
MFA
446
Mayflower Financial Advisors
Massachusetts
$309K -$210K -2,126 -40%
UCFA
447
United Capital Financial Advisors
Texas
$304K +$28.1K +285 +10%
VCA
448
Verdence Capital Advisors
Maryland
$301K +$4.44K +45 +1%
BHWM
449
Beaird Harris Wealth Management
Texas
$294K +$39.1K +397 +15%
Jones Financial Companies
450
Jones Financial Companies
Missouri
$292K +$292K +2,959 New