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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
MKA
26
M. Kulyk & Associates
Georgia
$44.5M 458,861 +40,278 +10%
UBS Group
27
UBS Group
Switzerland
$44M 453,755 -71,720 -14%
Creative Planning
28
Creative Planning
Kansas
$37.9M 391,230 +22,589 +6%
SIC
29
Sigma Investment Counselors
Michigan
$36.7M 378,826 -9,504 -2%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$33.6M 346,267 +38,806 +13%
TIM
31
Tortoise Investment Management
New York
$32.8M 337,915 +5,186 +2%
SL
32
Summitry LLC
California
$32.6M 336,830 +25,992 +8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$32.6M 335,902 -160,828 -32%
HighTower Advisors
34
HighTower Advisors
Illinois
$32.5M 335,516 -184,666 -36%
EC
35
Estate Counselors
Wisconsin
$32.2M 332,604 -11,740 -3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$31.4M 324,379 -242,073 -43%
PFA
37
Pure Financial Advisors
California
$30.3M 312,339 +1,164 +0.4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$29M 299,581 -7,182 -2%
PFP
39
Pinnacle Financial Partners
Tennessee
$29M 298,817 +35,898 +14%
Osaic Holdings
40
Osaic Holdings
Arizona
$27.8M 286,925 -211,081 -42%
TC
41
TownSquare Capital
Utah
$27.5M 284,119 -114,471 -29%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$26M 267,783 -20,464 -7%
AWM
43
AE Wealth Management
Kansas
$24.2M 249,840 -18,083 -7%
LJAC
44
L.J. Altfest & Co
New York
$23.5M 242,350 -84,545 -26%
AAM
45
Austin Asset Management
Texas
$23.4M 241,700 +2,184 +0.9%
Victory Capital Management
46
Victory Capital Management
Texas
$23.1M 238,052 -200,672 -46%
AIA
47
Arbor Investment Advisors
North Carolina
$22.9M 235,775 -4,389 -2%
KLI
48
Kelman-Lazarov Inc
Tennessee
$22.3M 230,467 +2,193 +1%
Stifel Financial
49
Stifel Financial
Missouri
$21.9M 226,124 +31,341 +16%
JWM
50
Jeppson Wealth Management
California
$20.6M 212,989 -9,250 -4%
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