STIP icon

iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Market Value Shares Shares
Change
Shares
Change %
RWM
26
Ritholtz Wealth Management
New York
$60.1M 619,899 +30,469 +5%
Principal Financial Group
27
Principal Financial Group
Iowa
$57.2M 590,150 +25,925 +5%
DWM
28
Destination Wealth Management
California
$57M 587,536 -83,146 -12%
CAL
29
Capital Analysts LLC
Pennsylvania
$50.3M 519,008 +518,722 +181,371%
LJAC
30
L.J. Altfest & Co
New York
$48M 495,065 -6,419 -1%
FCB
31
First Command Bank
Texas
$46.3M 477,064 +2,954 +0.6%
FCFS
32
First Command Financial Services
Texas
$46.3M 477,064 +2,954 +0.6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$44.7M 460,766 +111,252 +32%
Victory Capital Management
34
Victory Capital Management
Texas
$42.7M 440,700 +440,700 New
AIP
35
Almanack Investment Partners
Pennsylvania
$42.2M 435,660 +435,660 New
PCIG
36
Partners Capital Investment Group
Massachusetts
$40.1M 413,279 +200,760 +94%
CPO
37
Cerity Partners OCIO
New York
$40M 412,375 -7,904 -2%
MKA
38
M. Kulyk & Associates
Georgia
$38.5M 397,120 +15,629 +4%
SIC
39
Sigma Investment Counselors
Michigan
$36.9M 380,072 -19,513 -5%
Citadel Advisors
40
Citadel Advisors
Florida
$36.7M 378,288 +378,288 New
RJA
41
Raymond James & Associates
Florida
$34.8M 358,845 -149,009 -29%
CA
42
Cetera Advisors
Colorado
$34.6M 356,934 -250,447 -41%
AWS
43
AJ Wealth Strategies
New York
$34.4M 356,866 +343,328 +2,536%
MML Investors Services
44
MML Investors Services
Massachusetts
$34.1M 352,065 +96,604 +38%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$30.8M 317,173 +16,365 +5%
Truist Financial
46
Truist Financial
North Carolina
$30.3M 312,513 -505,013 -62%
PFA
47
Pure Financial Advisors
California
$30.2M 311,742 +305,751 +5,104%
SL
48
Summitry LLC
California
$28.5M 293,966 +18,889 +7%
KIC
49
Keating Investment Counselors
Florida
$28.4M 292,647 -197,018 -40%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$27.1M 279,210 +255,114 +1,059%