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iShares 0-5 Year TIPS Bond ETF

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Shares
Change %
WOSD
526
WFA of San Diego
California
$35.9K
CHC
527
City Holding Co
West Virginia
$34.9K
BWAM
528
Boyd Watterson Asset Management
Ohio
$31.9K -$4.85K -50 -13%
JFGIW
529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.6K +$30.6K +316 New
DWA
530
Delos Wealth Advisors
Texas
$28.9K +$28.9K +297 New
CIAS
531
Capital Investment Advisory Services
North Carolina
$27.6K
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$26.3K +$26.3K +271 New
BCMLT
533
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.6K
BCWM
534
Bartlett & Co Wealth Management
Ohio
$24K -$10.2K -105 -30%
BC
535
Bartlett & Co
Ohio
$24K -$10.2K -105 -30%
AGWCA
536
Annis Gardner Whiting Capital Advisors
Florida
$23.8K +$23.8K +246 New
AW
537
Avion Wealth
Texas
$23K -$477 -5 -2%
HL
538
HeadInvest LLC
Maine
$22.7K +$22.7K +235 New
RA
539
Rise Advisors
New York
$22.3K +$194 +2 +0.9%
RTC
540
Riverview Trust Company
Washington
$19.4K
CCP
541
Carmel Capital Partners
California
$19.4K
PA
542
Parallel Advisors
California
$14.9K -$4.96K -51 -25%
MRCM
543
M&R Capital Management
New Jersey
$14.5K -$14.5K -150 -50%
TF
544
Tompkins Financial
New York
$12.7K -$194 -2 -2%
Deutsche Bank
545
Deutsche Bank
Germany
$12.7K
EWM
546
EPG Wealth Management
Georgia
$11K +$11K +113 New
SIS
547
Sound Income Strategies
Florida
$10.2K
TAM
548
Tucker Asset Management
Colorado
$9.89K +$9.89K +102 New
NSIM
549
North Star Investment Management
Illinois
$9.69K
LOIP
550
Live Oak Investment Partners
Texas
$9.5K -$1.95K