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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
576
Sound Income Strategies
Florida
$10.4K +$10.4K +105 New
NSIM
577
North Star Investment Management
Illinois
$9.92K – – –
OCM
578
Orion Capital Management
California
$8.14K – – –
BFEC
579
Benjamin F. Edwards & Company
Missouri
$8K -$16.4K -160 -67%
PK
580
Pflug Koory
Nebraska
$7.44K – – –
KFS
581
Kelly Financial Services
Massachusetts
$7.38K -$536K -5,381 -99%
TAM
582
Townsend Asset Management
North Carolina
$7.15K +$7.15K +72 New
WP
583
WealthPLAN Partners
Nebraska
$7.05K +$7.05K +71 New
SS
584
Sunbelt Securities
Texas
$5.34K +$5.34K +54 New
GWSA
585
Global Wealth Strategies & Associates
Colorado
$5.16K +$5.16K +52 New
FDCDDQ
586
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.76K – – –
NRC
587
New Republic Capital
North Carolina
$4.37K – – –
AWM
588
Atticus Wealth Management
Florida
$4.27K – – –
ACA
589
Aptus Capital Advisors
Alabama
$4.07K -$153K -1,536 -97%
WBC
590
West Branch Capital
Massachusetts
$4.07K – – –
FWP
591
FAS Wealth Partners
Kansas
$3.97K +$99 +1 +3%
TRCT
592
Tower Research Capital (TRC)
New York
$3K -$750 -7 -20%
NFSG
593
Newbridge Financial Services Group
Florida
$2.98K – – –
NMG
594
New Millennium Group
Utah
$2.87K – – –
FCA
595
Fortis Capital Advisors
Kansas
$2.78K – – –
WP
596
WealthShield Partners
North Carolina
$2.48K +$2.48K +25 New
LFG
597
Larson Financial Group
Missouri
$2.28K +$99 +1 +5%
TSA
598
Tri-Star Advisors
Texas
$2.23K +$2.23K +22 New
RWM
599
Ruedi Wealth Management
Illinois
$2.22K +$2.12K +21 +2,100%
LOIP
600
Live Oak Investment Partners
Texas
$1.98K -$969 – –
22 23
24
25 26