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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
Betterment LLC
New York
$260M
3
FCAS
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
Cerity Partners
New York
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
Charles Schwab
California
$0
3
Empower Advisory Group
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
Ameriprise
Minnesota
$191M
5
TA
Tiedemann Advisors
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
551
Kelly Financial Services
Massachusetts
$8.76K +$5.25K +54 +150%
DWMG
552
DB Wealth Management Group
California
$8.34K – – –
AAG
553
Armstrong Advisory Group
Massachusetts
$8.14K +$8.14K +84 New
ADL
554
Asset Dedication LLC
California
$8K +$8K +83 New
OCM
555
Orion Capital Management
California
$7.46K +$7.46K +77 New
PK
556
Pflug Koory
Nebraska
$7.27K – – –
SS
557
Sunbelt Securities
Texas
$7.27K +$2.04K +21 +39%
TAM
558
Townsend Asset Management
North Carolina
$6.98K – – –
S
559
Syntrinsic
Colorado
$6.43K +$6.43K +66 New
M
560
MOTCO
Texas
$6.11K +$6.11K +63 New
GI
561
Gradient Investments
Minnesota
$5.43K +$5.23K +54 +2,700%
CT
562
Colonial Trust
South Carolina
$5.33K – – –
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.65K – – –
PO
564
Private Ocean
California
$4.44K +$4.44K +46 New
WBC
565
West Branch Capital
Massachusetts
$3.97K – – –
CA
566
Crewe Advisors
Utah
$3.97K – – –
PP
567
Pacifica Partners
Canada
$3.96K – – –
RWM
568
Ruedi Wealth Management
Illinois
$3.48K +$966 +10 +38%
TRCT
569
Tower Research Capital (TRC)
New York
$2.71K -$12.2K -126 -82%
LFG
570
Larson Financial Group
Missouri
$2.59K +$480 +5 +23%
NRC
571
New Republic Capital
North Carolina
$2.13K -$2.13K -22 -50%
HCP
572
Hexagon Capital Partners
Arkansas
$1.84K – – –
CPG
573
Cornerstone Planning Group
New Jersey
$1.84K +$291 +3 +19%
PWA
574
Provenance Wealth Advisors
Florida
$1.65K +$1.65K +17 New
FWM
575
Focused Wealth Management
New York
$1.47K – – –
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