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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 %
FT
451
Fiduciary Trust
Massachusetts
$292K -$74.3K -754 -20%
EAMA
452
EFG Asset Management (Americas)
Florida
$290K +$290K +2,944 New
EFG
453
Ehrlich Financial Group
California
$290K +$290K +2,943 New
KeyBank National Association
454
KeyBank National Association
Ohio
$290K +$290K +2,940 New
CA
455
CGN Advisors
Kansas
$282K -$12.1K -123 -4%
CCM
456
Cambridge Capital Management
Illinois
$276K +$276K +2,801 New
WS
457
Wedbush Securities
California
$276K -$317K -3,214 -53%
CWM
458
Congress Wealth Management
Massachusetts
$276K +$789 +8 +0.3%
MSWMA
459
Market Street Wealth Management Advisors
Indiana
$274K +$7.99K +81 +3%
SAM
460
Satovsky Asset Management
New York
$271K +$6.51K +66 +2%
TCM
461
Tradewinds Capital Management
Washington
$270K -$223K -2,265 -45%
OP
462
ORG Partners
Indiana
$266K +$19.1K +194 +8%
WHCI
463
W.H. Cornerstone Investments
Massachusetts
$262K +$2.07K +21 +0.8%
MRWM
464
ML&R Wealth Management
Texas
$261K +$261K +2,646 New
KWM
465
Kingsview Wealth Management
Oregon
$260K -$16.3K -165 -6%
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$259K -$18.9K -192 -7%
VPP
467
Vertex Planning Partners
Illinois
$259K -$57.3K -581 -18%
ACM
468
Ardent Capital Management
Ohio
$255K
LSAG
469
Lake Street Advisors Group
New Hampshire
$255K +$255K +2,587 New
FRA
470
Frank Rimerman Advisors
California
$254K
SFG
471
Sovereign Financial Group
Connecticut
$253K +$253K +2,567 New
AWM
472
Accurate Wealth Management
Florida
$248K
KOC
473
Koss-Olinger Consulting
Florida
$247K -$55.4K -562 -18%
MG
474
Mather Group
Illinois
$246K -$468K -4,752 -66%
MI
475
Mercer Investments
Massachusetts
$245K +$124K +1,254 +102%