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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BC
551
Bartlett & Co
Ohio
$34K +$289 +3 +0.9%
FGAM
552
Financial Gravity Asset Management
Texas
$31.5K +$733 +1,608 +2%
MRCM
553
M&R Capital Management
New Jersey
$29.3K
CIAS
554
Capital Investment Advisory Services
North Carolina
$27.8K
PP
555
PrairieView Partners
Minnesota
$26K +$6.45K +68 +33%
PG
556
Prostatis Group
Maryland
$25.6K +$25.6K +25,571 New
BCMLT
557
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.6K +$24.6K +252 New
CSWM
558
Cassady Schiller Wealth Management
Ohio
$24.1K
AW
559
Avion Wealth
Texas
$24K +$488 +5 +2%
RA
560
Rise Advisors
New York
$22.2K +$195 +2 +0.9%
PA
561
Parallel Advisors
California
$20K
RTC
562
Riverview Trust Company
Washington
$19.5K -$13.1K -134 -40%
CCP
563
Carmel Capital Partners
California
$19.5K
BWA
564
BDO Wealth Advisors
Florida
$18.6K -$19.9K -204 -52%
C
565
Covestor
United Kingdom
$17K +$491 +5 +3%
AssetMark Inc
566
AssetMark Inc
California
$16.8K +$16.8K +172 New
UCB
567
United Community Bank
South Carolina
$15.9K
IGWM
568
ICA Group Wealth Management
Colorado
$15.2K +$15.2K +156 New
TRCT
569
Tower Research Capital (TRC)
New York
$15K +$12.3K +126 +450%
SCA
570
Stonebridge Capital Advisors
Minnesota
$14.2K
EWM
571
Endurance Wealth Management
Rhode Island
$14K
CB
572
Centennial Bank
Arkansas
$13.8K +$13.8K +143 New
VCM
573
Versant Capital Management
Arizona
$13.6K +$13.6K +139 New
TF
574
Tompkins Financial
New York
$13K -$18.4K -189 -59%
Deutsche Bank
575
Deutsche Bank
Germany
$12.8K -$53.6K -549 -81%