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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
VAS
476
Vestmark Advisory Solutions
Massachusetts
$241K -$105K -1,078 -30%
FPGK
477
Financial Partners Group (Kansas)
Kansas
$240K -$21.4K -220 -8%
DAS
478
Dynamic Advisor Solutions
Arizona
$238K -$36.5K -374 -13%
BHWM
479
Beaird Harris Wealth Management
Texas
$237K +$72.2K +740 +44%
PI
480
PFG Investments
New York
$236K +$236K +2,413 New
RW
481
Regimen Wealth
Georgia
$233K +$1.95K +20 +0.8%
RSWM
482
Robertson Stephens Wealth Management
California
$232K +$232K +2,379 New
ACP
483
Aviance Capital Partners
Florida
$230K – – –
AWA
484
Amplius Wealth Advisors
Pennsylvania
$230K -$741K -7,590 -76%
LFS
485
Lutz Financial Services
Nebraska
$227K +$227K +2,330 New
GA
486
Greenspring Advisors
Maryland
$223K -$2.86M -29,292 -93%
HFS
487
Haverford Financial Services
Pennsylvania
$221K -$13.2K -135 -6%
BWP
488
Balboa Wealth Partners
Arizona
$220K – – –
NAS
489
Nicolet Advisory Services
Wisconsin
$220K -$2.23K -23 -1%
APW
490
Aurora Private Wealth
New Jersey
$219K +$5.86K +60 +3%
REMPR
491
Roof Eidam Maycock Peralta (REMP)
California
$218K -$11.9M -122,115 -98%
FLA
492
Financial Life Advisors
Texas
$215K – – –
SHJ
493
Sharkey, Howes & Javer
Colorado
$214K – – –
GC
494
Gratus Capital
Georgia
$214K -$35.6K -365 -14%
YWM
495
Yoder Wealth Management
California
$214K +$214K +2,188 New
CAAS
496
Capital Asset Advisory Services
Michigan
$211K -$77.9K -801 -27%
HR
497
Howe & Rusling
New York
$207K +$183K +1,880 +774%
TI
498
Trexquant Investment
Connecticut
$205K +$205K +2,100 New
WCG
499
Weaver Consulting Group
California
$204K – – –
HI
500
Harbour Investments
Wisconsin
$202K -$1.46M -14,916 -88%
18 19
20
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