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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
551
Raleigh Capital Management
North Carolina
$37.4K +$37.4K +377 New
BC
552
Bartlett & Co
Ohio
$35K
BCWM
553
Bartlett & Co Wealth Management
Ohio
$34.7K
US Bancorp
554
US Bancorp
Minnesota
$34.5K -$32.5K -328 -49%
RTC
555
Riverview Trust Company
Washington
$33.1K +$13.3K +134 +67%
TF
556
Tompkins Financial
New York
$32K
MRCM
557
M&R Capital Management
New Jersey
$29.8K
CIAS
558
Capital Investment Advisory Services
North Carolina
$28.3K
CSPAM
559
Cary Street Partners Asset Management
Virginia
$26.8K
CFD
560
Creative Financial Designs
Indiana
$25.3K -$38.5K -387 -60%
SIA
561
SkyView Investment Advisors
New Jersey
$25K
CSWM
562
Cassady Schiller Wealth Management
Ohio
$24.5K +$24.5K +247 New
HR
563
Howe & Rusling
New York
$24.1K +$24.1K +243 New
AW
564
Avion Wealth
Texas
$23K
RA
565
Rise Advisors
New York
$22.4K
PA
566
Parallel Advisors
California
$20.3K +$12.8K +129 +172%
PP
567
PrairieView Partners
Minnesota
$20K +$9.42K +97 +89%
CCP
568
Carmel Capital Partners
California
$19.8K +$19.8K +200 New
LWP
569
Lumature Wealth Partners
Georgia
$17.8K -$96.3K -970 -84%
C
570
Covestor
United Kingdom
$17K -$3.44K -34 -17%
UCB
571
United Community Bank
South Carolina
$16.2K
EWM
572
Endurance Wealth Management
Rhode Island
$15K
WWP
573
WR Wealth Planners
Missouri
$14.5K -$1.77M -17,822 -99%
SCA
574
Stonebridge Capital Advisors
Minnesota
$14.4K +$14.4K +145 New
BC
575
Barrett & Company
Rhode Island
$10.9K