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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

607 hedge funds and large institutions have $7.22B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 284 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+59
Holders Change %
+10.77%
% of All Funds
10.26%
Holding in Top 10
109
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+29.76%
% of All Funds
1.84%
New
108
Increased
284
Reduced
146
Closed
41
Calls
$4.82M
Puts
–
Net Calls
+$4.82M
Net Calls Change
+$4.82M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$226M
3
BFG
3
Barber Financial Group
Kansas
$142M
4
CWM
4
Campbell Wealth Management
Virginia
$69.4M
5
RWM
5
Ritholtz Wealth Management
New York
$61.4M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$7.27M
2
Jane Street
2
Jane Street
New York
$0
3
PCA
3
Personal Capital Advisors
California
$238M
4
AAP
4
Arax Advisory Partners
Colorado
$4.6M
5
KLC
5
Knowledge Leaders Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
501
Beaumont Financial Advisors
Massachusetts
$251K +$251K +2,471 New
FPAS
502
Focus Partners Advisor Solutions
Missouri
$250K +$14.8K +146 +6%
TPWA
503
TRUE Private Wealth Advisors
Oregon
$248K – – –
IWN
504
Independent Wealth Network
Iowa
$240K +$21.3K +210 +10%
BEC
505
Blue Edge Capital
Virginia
$233K -$6.08M -59,957 -96%
NCM
506
Northwest Capital Management
Oregon
$233K +$233K +2,296 New
VFP
507
Verus Financial Partners
Virginia
$231K – – –
BF
508
BOK Financial
Oklahoma
$231K +$231K +2,278 New
SFA
509
Sequoia Financial Advisors
Ohio
$230K -$23.3K -230 -9%
SW
510
SteelPeak Wealth
California
$229K +$229K +2,253 New
AWA
511
Arete Wealth Advisors
Illinois
$227K +$6.29K +62 +3%
CFGS
512
Concourse Financial Group Securities
Alabama
$225K +$198K +1,955 +732%
PFG
513
Peterson Financial Group
Iowa
$224K -$913 -9 -0.4%
OCM
514
Objective Capital Management
Ohio
$223K -$46.6K -460 -17%
OWP
515
Obermeyer Wealth Partners
Colorado
$223K – – –
SAS
516
SMI Advisory Services
Indiana
$217K -$3.35K -33 -2%
EAM
517
Evanson Asset Management
California
$209K – – –
VC
518
Vicus Capital
Pennsylvania
$208K -$1.92K -19 -0.9%
US Bancorp
519
US Bancorp
Minnesota
$207K -$207K -2,036 -50%
ET
520
Equitable Trust
Tennessee
$206K -$4.86K -48 -2%
WA
521
WBH Advisory
Maryland
$206K +$4.14K +41 +2%
3LCM
522
3D/L Capital Management
Connecticut
$204K +$4.46K +44 +2%
WCG
523
Weaver Consulting Group
California
$204K +$204K +2,016 New
IHWM
524
Iron Horse Wealth Management
Iowa
$195K +$93.9K +925 +93%
CIBC Private Wealth Group
525
CIBC Private Wealth Group
Georgia
$194K +$58.4K +575 +43%
19 20
21
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