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iShares 0-5 Year TIPS Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
476
Financial Partners Group (Kansas)
Kansas
$266K -$100K -1,012 -27%
LGWM
477
Litman Gregory Wealth Management
California
$261K +$261K +2,629 New
SAM
478
Satovsky Asset Management
New York
$261K +$261K +2,629 New
VCA
479
Verdence Capital Advisors
Maryland
$260K -$9.82K -99 -4%
WMS
480
Wealth Management Solutions
Pennsylvania
$258K +$258K +2,604 New
National Bank of Canada
481
National Bank of Canada
Quebec, Canada
$256K -$2.38M -24,050 -90%
GC
482
Gratus Capital
Georgia
$254K -$40.7K -410 -14%
PCIA
483
Prime Capital Investment Advisors
Kansas
$253K -$131K -1,323 -34%
OWA
484
Octavia Wealth Advisors
Ohio
$251K -$221K -2,232 -47%
CCM
485
Chilton Capital Management
Texas
$245K
BF
486
Brooklyn FI
New York
$240K -$167K -1,579 -41%
GWSG
487
GPS Wealth Strategies Group
Colorado
$238K +$238K +2,400 New
HFS
488
Haverford Financial Services
Pennsylvania
$238K +$16.2K +163 +7%
PIA
489
Perennial Investment Advisors
California
$236K -$105K -1,057 -31%
RW
490
Regimen Wealth
Georgia
$235K -$12.3M -123,808 -98%
ACP
491
Aviance Capital Partners
Florida
$234K -$22K -222 -9%
UAS
492
United Asset Strategies
New York
$233K -$971K -5,444 -81%
ARC
493
Advisor Resource Council
Texas
$232K
AIM
494
Arcadia Investment Management
Michigan
$230K -$24.8K -250 -10%
GCA
495
Gradient Capital Advisors
California
$229K -$37.3K -376 -14%
NAS
496
Nicolet Advisory Services
Wisconsin
$229K -$59.1K -594 -21%
FA
497
FDx Advisors
Illinois
$225K
BWP
498
Balboa Wealth Partners
Arizona
$224K -$5.95K -60 -3%
FLA
499
Financial Life Advisors
Texas
$219K
SHJ
500
Sharkey, Howes & Javer
Colorado
$218K