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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
526
Headlands Technologies
Illinois
$73K +$66.5K +670 +1,015%
BONH
527
Bank of New Hampshire
New Hampshire
$70.5K – – –
LWANC
528
Laurel Wealth Advisors (North Carolina)
North Carolina
$69.5K – – –
Deutsche Bank
529
Deutsche Bank
Germany
$67.5K – – –
CA
530
Crewe Advisors
Utah
$66K +$38.5K +388 +140%
IHWM
531
Iron Horse Wealth Management
Iowa
$64.8K +$3.28K +33 +5%
SHIM
532
Stone House Investment Management
Pennsylvania
$59.1K +$59.1K +596 New
AA
533
Ancora Advisors
Ohio
$58.1K -$25.8K -260 -31%
AF
534
Advisornet Financial
Minnesota
$55.2K +$20.9K +210 +61%
HNB
535
Huntington National Bank
Ohio
$52.7K -$44.2K – –
FFA
536
Farther Finance Advisors
California
$51.8K -$61K -614 -54%
BCPWM
537
Bradley & Co Private Wealth Management
Florida
$51.6K -$177K -1,785 -77%
CMBA
538
C.M. Bidwell & Associates
Hawaii
$51.1K – – –
CWA
539
Clearview Wealth Advisors
Oregon
$50.8K -$26.3K -265 -34%
BCM
540
Blume Capital Management
California
$50.4K – – –
AWM
541
Avior Wealth Management
Nebraska
$49.6K -$2.18K -22 -4%
FGAM
542
Financial Gravity Asset Management
Texas
$43.1K +$25.6K +40,011 +145%
RPCA
543
Running Point Capital Advisors
California
$42.8K – – –
VCM
544
Vigilant Capital Management
Maine
$42K – – –
AWM
545
AllSquare Wealth Management
New York
$40.2K – – –
Commonwealth Equity Services
546
Commonwealth Equity Services
Massachusetts
$40.1K -$5.63K -56,734 -12%
MA
547
Montag & Associates
Georgia
$39.9K +$39.9K +402 New
MPCG
548
Matrix Private Capital Group
New York
$39.3K -$441K -4,446 -92%
BWA
549
BDO Wealth Advisors
Florida
$39.2K +$9.92K +100 +34%
LFA
550
Level Financial Advisors
New York
$39K +$26.9K +271 +222%
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