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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
451
OneDigital Investment Advisors
Kansas
$336K +$34.5K +348 +11%
DC
452
Davenport & Co
Virginia
$328K -$396K -3,995 -55%
LG
453
LaFleur & Godfrey
Michigan
$327K +$496 +5 +0.2%
AM
454
Atwater Malick
Pennsylvania
$327K
FUBT
455
First United Bank & Trust
Maryland
$323K -$134K -1,346 -29%
VDI
456
Vaughan David Investments
Illinois
$318K
PB
457
Pinnacle Bancorp
Nebraska
$317K +$38.6K +389 +14%
AI
458
Arrien Investments
Idaho
$313K +$313K +3,150 New
LI
459
LVZ Inc
Michigan
$311K -$140K -1,415 -31%
RF
460
Rollins Financial
Georgia
$310K -$86K -867 -22%
FANJ
461
Financial Architects (New Jersey)
New Jersey
$308K -$431K -4,348 -58%
KWM
462
Kingsview Wealth Management
Oregon
$304K -$1.52M -15,334 -83%
E
463
ETFidea
New York
$298K +$52.1K +525 +21%
CAAS
464
Capital Asset Advisory Services
Michigan
$295K -$55.6K -560 -16%
MFA
465
Mayflower Financial Advisors
Massachusetts
$292K -$16.9K -170 -5%
TCMP
466
Thrive Capital Management (Pennsylvania)
Pennsylvania
$292K -$36.7K -371 -11%
NAM
467
NTV Asset Management
West Virginia
$288K
KWM
468
Keebeck Wealth Management
Illinois
$286K -$103K -1,035 -26%
JWM
469
Janiczek Wealth Management
Colorado
$285K -$4.95K -50 -2%
BBWP
470
Beacon Bridge Wealth Partners
Pennsylvania
$282K +$36.7K +370 +15%
M&T Bank
471
M&T Bank
New York
$281K
DAS
472
Dynamic Advisor Solutions
Arizona
$279K -$15.3K -154 -5%
TWC
473
TD Waterhouse Canada
Ontario, Canada
$272K
IA
474
IFP Advisors
Florida
$271K -$10.7M -106,443 -98%
GPA
475
Guidance Point Advisors
Massachusetts
$268K -$73.1K -736 -21%