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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 %
APW
501
Aurora Private Wealth
New Jersey
$217K -$497 -5 -0.2%
WIC
502
Woodmont Investment Counsel
Tennessee
$211K
HWM
503
Horizons Wealth Management
North Carolina
$211K -$2.38K -24 -1%
SAG
504
SageView Advisory Group
California
$211K -$303K -3,055 -59%
WCG
505
Weaver Consulting Group
California
$207K -$24.9K -251 -11%
EAM
506
Evanson Asset Management
California
$204K +$204K +2,056 New
HGWM
507
Horst & Graben Wealth Management
Oregon
$204K -$450K -4,536 -69%
PTC
508
Private Trust Company
Ohio
$202K -$225K -2,267 -53%
MRWM
509
ML&R Wealth Management
Texas
$201K +$201K +2,023 New
GTAM
510
Global Trust Asset Management
Florida
$199K -$10.2K -103 -5%
Loomis, Sayles & Company
511
Loomis, Sayles & Company
Massachusetts
$192K -$1.88M -18,880 -91%
Nomura Asset Management
512
Nomura Asset Management
Japan
$187K
BAM
513
Baldrige Asset Management
Pennsylvania
$183K +$4.95K +50 +3%
BHWM
514
Beaird Harris Wealth Management
Texas
$168K +$168K +1,690 New
MIFH
515
Migdal Insurance & Financial Holdings
Israel
$121K +$9.1K +92 +8%
HS
516
Horan Securities
United States
$120K -$108K -1,088 -47%
BTI
517
Blue Trust Inc
Georgia
$120K -$94.1K -972 -44%
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$119K +$9.82K +99 +9%
CT
519
Cambridge Trust
Massachusetts
$109K
BAAM
520
Baker Avenue Asset Management
California
$105K -$11.2M -112,823 -99%
LB
521
Legacy Bridge
Iowa
$102K
BWAM
522
Boyd Watterson Asset Management
Ohio
$99.2K
MTC
523
Matrix Trust Company
Colorado
$86K +$86K +870 New
EWA
524
EverSource Wealth Advisors
Alabama
$76.9K -$5.06K -51 -6%
WIM
525
Westside Investment Management
California
$73.1K