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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$50.1M 504,653 -173,708 -26%
FCFS
27
First Command Financial Services
Texas
$48.2M 485,703 +8,639 +2%
FCB
28
First Command Bank
Texas
$48.2M 485,703 +8,639 +2%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$47.9M 482,894 +203,684 +73%
Victory Capital Management
30
Victory Capital Management
Texas
$47.4M 477,375 +36,675 +8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$47M 473,854 -157,121 -25%
KIC
32
Keating Investment Counselors
Florida
$44.4M 447,102 +154,455 +53%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$43.3M 436,245 +384,745 +747%
MKA
34
M. Kulyk & Associates
Georgia
$40.5M 408,575 +11,455 +3%
CA
35
Cetera Advisors
Colorado
$38.3M 386,033 +29,099 +8%
SIC
36
Sigma Investment Counselors
Michigan
$37.9M 381,502 +1,430 +0.4%
LJAC
37
L.J. Altfest & Co
New York
$37.8M 381,219 -113,846 -23%
TC
38
TownSquare Capital
Utah
$37.7M 380,280 +143,152 +60%
OPS
39
Orion Portfolio Solutions
Nebraska
$37.4M 377,341 +126,929 +51%
BCI
40
Brinker Capital Investments
Pennsylvania
$37.4M 377,341 +377,341 New
AWS
41
AJ Wealth Strategies
New York
$34.3M 347,482 -9,384 -3%
EC
42
Estate Counselors
Wisconsin
$34.2M 344,869 +78,279 +29%
Corient Private Wealth
43
Corient Private Wealth
Florida
$31.4M 316,128 +188,190 +147%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$30.8M 310,257 -6,916 -2%
TIM
45
Tortoise Investment Management
New York
$30.8M 310,104 +94,607 +44%
PFA
46
Pure Financial Advisors
California
$30.7M 309,705 -2,037 -0.7%
SL
47
Summitry LLC
California
$30M 302,508 +8,542 +3%
AWM
48
AE Wealth Management
Kansas
$29.5M 296,825 +22,019 +8%
Goldman Sachs
49
Goldman Sachs
New York
$29.4M 296,110 -4,730,774 -94%
Creative Planning
50
Creative Planning
Kansas
$29.2M 294,199 +17,050 +6%
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