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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
501
Arcadia Investment Management
Michigan
$202K -$24.4K -250 -11%
CF
502
Clarity Financial
Texas
$202K +$202K +2,066 New
JF
503
JSF Financial
California
$201K -$5.51M -56,421 -96%
FANJ
504
Financial Architects (New Jersey)
New Jersey
$201K -$102K -1,045 -34%
EAM
505
Evanson Asset Management
California
$201K
GA
506
GoalVest Advisory
New York
$198K -$5.49M -56,298 -97%
HWM
507
Horizons Wealth Management
North Carolina
$198K -$9.66K -99 -5%
GTAM
508
Global Trust Asset Management
Florida
$196K
NCM
509
Northwest Capital Management
Oregon
$185K +$185K +1,891 New
RCM
510
Rain Capital Management
Oregon
$181K +$181K +1,855 New
IA
511
IFP Advisors
Florida
$170K -$93.8K -961 -36%
BNP Paribas Financial Markets
512
BNP Paribas Financial Markets
France
$167K -$3.78M -38,734 -96%
EWA
513
EverSource Wealth Advisors
Alabama
$158K +$82.3K +843 +109%
PAG
514
Paladin Advisory Group
Iowa
$145K -$1.79M -18,308 -92%
PTC
515
Private Trust Company
Ohio
$134K -$64K -656 -32%
MI
516
Mercer Investments
Massachusetts
$119K +$119K +1,221 New
MIFH
517
Migdal Insurance & Financial Holdings
Israel
$119K
GWSG
518
GPS Wealth Strategies Group
Colorado
$117K -$117K -1,198 -50%
FFA
519
Farther Finance Advisors
California
$109K +$58.1K +595 +114%
BC
520
Barrett & Company
Rhode Island
$107K
BAAM
521
Baker Avenue Asset Management
California
$103K
AWM
522
Avior Wealth Management
Nebraska
$102K +$53.2K +545 +109%
LB
523
Legacy Bridge
Iowa
$101K
MTC
524
Matrix Trust Company
Colorado
$91K +$6.05K +62 +7%
Fifth Third Bancorp
525
Fifth Third Bancorp
Ohio
$90.7K -$26.7K -274 -23%