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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 %
National Bank of Canada
451
National Bank of Canada
Quebec, Canada
$272K +$18.2K +189 +7%
KWM
452
Kingsview Wealth Management
Oregon
$271K +$13.8K +142 +5%
UCFA
453
United Capital Financial Advisors
Texas
$271K -$40.8K -421 -13%
CWM
454
Congress Wealth Management
Massachusetts
$270K +$270K +2,788 New
ML
455
McAdam LLC
Pennsylvania
$262K -$291K -3,001 -53%
MSWMA
456
Market Street Wealth Management Advisors
Indiana
$262K +$7.85K +81 +3%
PAG
457
Paladin Advisory Group
Iowa
$260K +$116K +1,200 +81%
SAM
458
Satovsky Asset Management
New York
$260K +$2.71K +28 +1%
WHCI
459
W.H. Cornerstone Investments
Massachusetts
$255K +$255K +2,636 New
ACM
460
Ardent Capital Management
Ohio
$251K +$251K +2,590 New
BHWM
461
Beaird Harris Wealth Management
Texas
$251K +$15.1K +156 +6%
FRA
462
Frank Rimerman Advisors
California
$250K
AWM
463
Accurate Wealth Management
Florida
$243K -$78.8K -814 -24%
OP
464
ORG Partners
Indiana
$242K -$9.89K -102 -4%
CCM
465
Chilton Capital Management
Texas
$240K
PI
466
PFG Investments
New York
$237K +$3.2K +33 +1%
TCMP
467
Thrive Capital Management (Pennsylvania)
Pennsylvania
$237K -$62K -640 -21%
DAS
468
Dynamic Advisor Solutions
Arizona
$237K
ARC
469
Advisor Resource Council
Texas
$235K -$60.8K -627 -21%
ACP
470
Aviance Capital Partners
Florida
$229K
GA
471
Greenspring Advisors
Maryland
$221K
HFS
472
Haverford Financial Services
Pennsylvania
$219K
RWA
473
Redhawk Wealth Advisors
Minnesota
$218K -$214K -2,207 -49%
NAS
474
Nicolet Advisory Services
Wisconsin
$218K -$1.35K -14 -0.6%
APW
475
Aurora Private Wealth
New Jersey
$214K -$2.9K -30 -1%