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iShares 0-5 Year TIPS Bond ETF

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
Net Calls
+$2.21M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
451
Octavia Wealth Advisors
Ohio
$297K +$50K +512 +20%
E
452
ETFidea
New York
$293K
FA
453
FC Advisory
Pennsylvania
$290K +$290K +2,967 New
MWM
454
Mascoma Wealth Management
New Hampshire
$289K -$3.25M -33,308 -92%
MFA
455
Mayflower Financial Advisors
Massachusetts
$287K
M&T Bank
456
M&T Bank
New York
$285K +$8.88K +91 +3%
BBWP
457
Beacon Bridge Wealth Partners
Pennsylvania
$284K +$6.34K +65 +2%
NAM
458
NTV Asset Management
West Virginia
$283K
JWM
459
Janiczek Wealth Management
Colorado
$281K
WMS
460
Wealth Management Solutions
Pennsylvania
$280K +$25.7K +263 +10%
KWM
461
Keebeck Wealth Management
Illinois
$279K -$2.73K -28 -1%
SPA
462
Sentinel Pension Advisors
Massachusetts
$278K -$89.9K -921 -24%
OIA
463
OneDigital Investment Advisors
Kansas
$276K -$54.6K -560 -17%
CAMG
464
CWA Asset Management Group
Florida
$275K +$275K +2,821 New
RIA
465
Regal Investment Advisors
Michigan
$263K -$5.75M -58,865 -96%
TWC
466
TD Waterhouse Canada
Ontario, Canada
$263K
KWM
467
Kingsview Wealth Management
Oregon
$259K -$39.7K -407 -13%
SAM
468
Satovsky Asset Management
New York
$259K +$2.64K +27 +1%
VCA
469
Verdence Capital Advisors
Maryland
$257K +$1.17K +12 +0.5%
National Bank of Canada
470
National Bank of Canada
Quebec, Canada
$256K +$4.78K +49 +2%
MSWMA
471
Market Street Wealth Management Advisors
Indiana
$256K -$231K -2,364 -47%
OP
472
ORG Partners
Indiana
$253K +$253K +2,602 New
FRA
473
Frank Rimerman Advisors
California
$252K +$252K +2,580 New
AAP
474
Arax Advisory Partners
Colorado
$245K -$523K -5,355 -68%
CCM
475
Chilton Capital Management
Texas
$241K