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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B
2
State Street
2
State Street
Massachusetts
$69.8M
3
Betterment LLC
3
Betterment LLC
New York
$208M
4
Cerity Partners
4
Cerity Partners
New York
$42.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$91.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Goldman Sachs
5
Goldman Sachs
New York
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
526
Westside Investment Management
California
$71.9K – – –
HS
527
Horan Securities
United States
$70.9K -$47.3K -485 -40%
BONH
528
Bank of New Hampshire
New Hampshire
$69.3K – – –
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$68.3K – – –
AA
530
Ancora Advisors
Ohio
$65.1K +$8K +82 +14%
AF
531
Advisornet Financial
Minnesota
$63K +$8.78K +90 +16%
IHWM
532
Iron Horse Wealth Management
Iowa
$60.5K -$3.22K -33 -5%
SHIM
533
Stone House Investment Management
Pennsylvania
$58.2K – – –
BCPWM
534
Bradley & Co Private Wealth Management
Florida
$50.8K – – –
CMBA
535
C.M. Bidwell & Associates
Hawaii
$50.3K – – –
WWP
536
WR Wealth Planners
Missouri
$49.6K +$35.3K +362 +248%
ACA
537
Aptus Capital Advisors
Alabama
$46K +$42K +430 +1,049%
CWA
538
Clearview Wealth Advisors
Oregon
$45.6K -$4.39K -45 -9%
RPCA
539
Running Point Capital Advisors
California
$42.1K – – –
HNB
540
Huntington National Bank
Ohio
$41.7K -$52.7K – –
VCM
541
Vigilant Capital Management
Maine
$41K – – –
AWM
542
AllSquare Wealth Management
New York
$39.7K – – –
MA
543
Montag & Associates
Georgia
$39.2K – – –
MPCG
544
Matrix Private Capital Group
New York
$39K +$390 +4 +1%
LFA
545
Level Financial Advisors
New York
$38.4K – – –
BWAM
546
Boyd Watterson Asset Management
Ohio
$37K -$60.6K -621 -62%
FA
547
Fiduciary Alliance
South Carolina
$36.5K +$36.5K +374 New
WOSD
548
WFA of San Diego
California
$36.1K +$36.1K +370 New
CHC
549
City Holding Co
West Virginia
$35.1K +$35.1K +360 New
BCWM
550
Bartlett & Co Wealth Management
Ohio
$34.5K +$293 +3 +0.9%
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