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iShares 0-5 Year TIPS Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
FLA
476
Financial Life Advisors
Texas
$214K
YWM
477
Yoder Wealth Management
California
$212K
SPA
478
Sentinel Pension Advisors
Massachusetts
$210K -$66K -681 -24%
RIA
479
Regal Investment Advisors
Michigan
$206K -$54.8K -566 -21%
RFM
480
Royal Fund Management
Florida
$205K -$250K -2,575 -55%
WCG
481
Weaver Consulting Group
California
$203K
HI
482
Harbour Investments
Wisconsin
$200K -$485 -5 -0.2%
HWM
483
Horizons Wealth Management
North Carolina
$196K
AAP
484
Arax Advisory Partners
Colorado
$196K -$47.8K -493 -20%
GTAM
485
Global Trust Asset Management
Florida
$195K
AWM
486
Avior Wealth Management
Nebraska
$177K +$75.4K +778 +74%
NCM
487
Northwest Capital Management
Oregon
$166K -$17.6K -182 -10%
HR
488
Howe & Rusling
New York
$139K -$66.3K -684 -32%
GA
489
GoalVest Advisory
New York
$132K -$63.9K -659 -33%
EWA
490
EverSource Wealth Advisors
Alabama
$125K -$31.4K -324 -20%
CFGS
491
Concourse Financial Group Securities
Alabama
$121K -$996K -10,285 -89%
MI
492
Mercer Investments
Massachusetts
$120K +$1.26K +13 +1%
NS
493
NBC Securities
Alabama
$118K +$118K +1,222 New
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$108K -$11K -113 -9%
BC
495
Barrett & Company
Rhode Island
$107K
FWP
496
FAS Wealth Partners
Kansas
$106K +$102K +1,051 +2,628%
IA
497
IFP Advisors
Florida
$103K -$65.7K -678 -39%
BAAM
498
Baker Avenue Asset Management
California
$102K
LB
499
Legacy Bridge
Iowa
$99.8K
GWSG
500
GPS Wealth Strategies Group
Colorado
$98.1K -$18.4K -190 -16%