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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.

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 Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$45.7M 465,596 -311,700 -40%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$45.6M 462,677 +396,175 +596%
MKA
28
M. Kulyk & Associates
Georgia
$45.4M 460,942 +2,081 +0.5%
Creative Planning
29
Creative Planning
Kansas
$36.2M 367,055 -24,175 -6%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$36.1M 366,663 +20,396 +6%
SCM
31
SCS Capital Management
Massachusetts
$36M 365,556 +365,556 New
QWP
32
Quotient Wealth Partners
Texas
$35.4M 359,506 +359,506 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$34.8M 353,416 -140,407 -28%
SIC
34
Sigma Investment Counselors
Michigan
$34.6M 350,984 -27,842 -7%
TIM
35
Tortoise Investment Management
New York
$33.5M 340,126 +2,211 +0.7%
SL
36
Summitry LLC
California
$33.3M 337,381 +551 +0.2%
UBS Group
37
UBS Group
Switzerland
$31.4M 318,100 -135,655 -30%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$31.2M 316,227 -19,675 -6%
PFA
39
Pure Financial Advisors
California
$30.3M 307,068 -5,271 -2%
Corient Private Wealth
40
Corient Private Wealth
Florida
$28.9M 293,462 -6,119 -2%
LA
41
LVW Advisors
New York
$28.5M 289,492 +289,492 New
TC
42
TownSquare Capital
Utah
$27.6M 280,262 -3,857 -1%
HighTower Advisors
43
HighTower Advisors
Illinois
$26.6M 270,144 -65,372 -19%
Osaic Holdings
44
Osaic Holdings
Arizona
$26M 263,306 -23,619 -8%
AAM
45
Austin Asset Management
Texas
$25.5M 258,739 +17,039 +7%
PFP
46
Pinnacle Financial Partners
Tennessee
$24.9M 252,500 -46,317 -16%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$23.4M 237,599 -30,184 -11%
Victory Capital Management
48
Victory Capital Management
Texas
$23.2M 235,579 -2,473 -1%
LJAC
49
L.J. Altfest & Co
New York
$23.1M 234,339 -8,011 -3%
PS
50
Principal Securities
Iowa
$22.2M 224,911 +224,911 New