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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
551
Capital Investment Advisory Services
North Carolina
$28.1K
RCM
552
Richardson Capital Management
Wisconsin
$27.6K +$27.6K +280 New
YDMI
553
Y.D. More Investments
Israel
$26.9K +$26.9K +273 New
NSIM
554
North Star Investment Management
Illinois
$24.9K +$15.1K +153 +153%
IGWM
555
ICA Group Wealth Management
Colorado
$24.7K +$24.7K +251 New
AssetMark Inc
556
AssetMark Inc
California
$24.6K -$432K -4,385 -95%
AGWCA
557
Annis Gardner Whiting Capital Advisors
Florida
$24.3K
BCWM
558
Bartlett & Co Wealth Management
Ohio
$24.1K -$296 -3 -1%
BC
559
Bartlett & Co
Ohio
$24K -$294 -3 -1%
RA
560
Rise Advisors
New York
$22.9K +$197 +2 +0.9%
BFEC
561
Benjamin F. Edwards & Company
Missouri
$22K +$22K +222 New
SS
562
Sunbelt Securities
Texas
$19.1K +$11.7K +119 +159%
PPC
563
Park Place Capital
Alabama
$15.6K +$15.6K +158 New
PA
564
Parallel Advisors
California
$15.2K +$98 +1 +0.7%
MRCM
565
M&R Capital Management
New Jersey
$14.8K
HCM
566
Horrell Capital Management
Arkansas
$14K +$14K +140 New
OFG
567
Oxford Financial Group
Indiana
$13K +$13K +132 New
TF
568
Tompkins Financial
New York
$12.9K
Deutsche Bank
569
Deutsche Bank
Germany
$12.9K
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$11.6K -$15.1K -153 -56%
KFS
571
Kelly Financial Services
Massachusetts
$11.6K +$2.67K +27 +30%
TAM
572
Tucker Asset Management
Colorado
$10.1K
LOIP
573
Live Oak Investment Partners
Texas
$9.86K -$9.5K
ADL
574
Asset Dedication LLC
California
$8K
OCM
575
Orion Capital Management
California
$7.59K