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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B
2
State Street
2
State Street
Massachusetts
$69.8M
3
Betterment LLC
3
Betterment LLC
New York
$208M
4
Cerity Partners
4
Cerity Partners
New York
$42.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$91.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Goldman Sachs
5
Goldman Sachs
New York
$597K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$51.3M 525,475 -141,389 -21%
HighTower Advisors
27
HighTower Advisors
Illinois
$50.8M 520,182 -220,591 -30%
Osaic Holdings
28
Osaic Holdings
Arizona
$48.6M 498,006 -143,306 -22%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$48.5M 496,730 -7,923 -2%
FCFS
30
First Command Financial Services
Texas
$47.8M 489,820 +4,117 +0.8%
FCB
31
First Command Bank
Texas
$47.8M 489,820 +4,117 +0.8%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$46.4M 474,937 +38,692 +9%
Victory Capital Management
33
Victory Capital Management
Texas
$42.8M 438,724 -38,651 -8%
Cerity Partners
34
Cerity Partners
New York
$42.7M 437,153 +422,586 +2,901%
MKA
35
M. Kulyk & Associates
Georgia
$40.9M 418,583 +10,008 +2%
TC
36
TownSquare Capital
Utah
$38.9M 398,590 +18,310 +5%
SIC
37
Sigma Investment Counselors
Michigan
$37.9M 388,330 +6,828 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$36.8M 376,684 -27,348 -7%
Creative Planning
39
Creative Planning
Kansas
$36M 368,641 +74,442 +25%
AWS
40
AJ Wealth Strategies
New York
$33.7M 346,606 -876 -0.3%
EC
41
Estate Counselors
Wisconsin
$33.6M 344,344 -525 -0.2%
TIM
42
Tortoise Investment Management
New York
$32.5M 332,729 +22,625 +7%
LJAC
43
L.J. Altfest & Co
New York
$31.9M 326,895 -54,324 -14%
CA
44
Cetera Advisors
Colorado
$31.7M 324,676 -61,357 -16%
PFA
45
Pure Financial Advisors
California
$30.4M 311,175 +1,470 +0.5%
SL
46
Summitry LLC
California
$30.3M 310,838 +8,330 +3%
FLPIM
47
F.L. Putnam Investment Management
Massachusetts
$30M 307,461 +17,717 +6%
Corient Private Wealth
48
Corient Private Wealth
Florida
$29.9M 306,763 -9,365 -3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$28.1M 288,247 -22,010 -7%
AWM
50
AE Wealth Management
Kansas
$26.1M 267,923 -28,902 -10%
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