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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
526
Obermeyer Wealth Partners
Colorado
$238K +$24.9K +257 +12%
CAMG
527
CWA Asset Management Group
Florida
$238K -$9.7K -100 -4%
CF
528
Clarity Financial
Texas
$237K -$40.4K -417 -15%
TPWA
529
TRUE Private Wealth Advisors
Oregon
$237K +$97 +1 +0%
JBA
530
Johnson Bixby & Associates
Washington
$236K -$164K -1,695 -41%
HSA
531
HBK Sorce Advisory
Pennsylvania
$234K +$234K +2,418 New
BEC
532
Blue Edge Capital
Virginia
$230K +$776 +8 +0.3%
OCM
533
One Capital Management
California
$230K -$16.2M -167,390 -99%
WCG
534
Weaver Consulting Group
California
$227K +$227K +2,341 New
ARC
535
Advisor Resource Council
Texas
$226K
FA
536
FDx Advisors
Illinois
$225K +$225K +2,316 New
BWP
537
Balboa Wealth Partners
Arizona
$224K
BCPWM
538
Bradley & Co Private Wealth Management
Florida
$223K -$2.17M -22,385 -91%
HS
539
Horan Securities
United States
$223K -$47.4K -489 -18%
PFG
540
Peterson Financial Group
Iowa
$220K +$969 +10 +0.4%
HFS
541
Haverford Financial Services
Pennsylvania
$216K
HFA
542
High Falls Advisors
New York
$216K -$93.9K -969 -30%
FLA
543
Financial Life Advisors
Texas
$214K +$214K +2,206 New
BTI
544
Blue Trust Inc
Georgia
$213K -$24.7K -257 -10%
SHJ
545
Sharkey, Howes & Javer
Colorado
$213K -$214K -2,211 -50%
APW
546
Aurora Private Wealth
New Jersey
$212K -$4.85K -50 -2%
RW
547
REDW Wealth
New Mexico
$211K
HWM
548
Horizons Wealth Management
North Carolina
$208K -$90.7K -937 -30%
WIC
549
Woodmont Investment Counsel
Tennessee
$206K
SAS
550
SMI Advisory Services
Indiana
$206K +$206K +2,140 New