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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
501
Global Trust Asset Management
Florida
$188K -$10.1K -102 -5%
HWM
502
Horizons Wealth Management
North Carolina
$184K -$15.8K -160 -8%
AWM
503
Avior Wealth Management
Nebraska
$167K -$13.2K -134 -7%
GA
504
GoalVest Advisory
New York
$165K +$30.5K +309 +23%
MWM
505
Mascoma Wealth Management
New Hampshire
$163K -$124K -1,258 -43%
PCWA
506
Pacific Capital Wealth Advisors
California
$135K +$135K +1,374 New
FFA
507
Farther Finance Advisors
California
$126K +$29.7K +301 +31%
MTC
508
Matrix Trust Company
Colorado
$111K +$43.4K +441 +64%
BC
509
Barrett & Company
Rhode Island
$109K
MSWM
510
Mowery & Schoenfeld Wealth Management
Illinois
$105K +$105K +1,061 New
HR
511
Howe & Rusling
New York
$103K -$38.7K -393 -27%
EWA
512
EverSource Wealth Advisors
Alabama
$102K -$25.6K -260 -20%
LB
513
Legacy Bridge
Iowa
$102K
WIA
514
Wetzel Investment Advisors
Indiana
$99K +$99K +1,000 New
MIFH
515
Migdal Insurance & Financial Holdings
Israel
$96K -$13.9K -140 -13%
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$92.6K +$2.86K +29 +3%
FFA
517
Founders Financial Alliance
North Carolina
$92K -$922K -9,346 -91%
GWSG
518
GPS Wealth Strategies Group
Colorado
$87.6K -$12.1K -123 -12%
JWM
519
Janiczek Wealth Management
Colorado
$87.2K -$197K -2,000 -69%
AF
520
Advisornet Financial
Minnesota
$83.1K +$12.8K +130 +18%
NS
521
NBC Securities
Alabama
$83K -$37.5K -380 -31%
FUBT
522
First United Bank & Trust
Maryland
$77.3K +$77.3K +784 New
HPC
523
HM Payson & Co
Maine
$73.5K +$73.5K +745 New
WIM
524
Westside Investment Management
California
$72.7K
BONH
525
Bank of New Hampshire
New Hampshire
$70K