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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IF
576
Integrity Financial
Wyoming
$1.45K
AWM
577
Atticus Wealth Management
Florida
$1.26K
BAM
578
Bellevue Asset Management
Washington
$1.26K
IPW
579
Impact Partnership Wealth
Georgia
$1.16K -$1.55K -16 -57%
TFA
580
Transamerica Financial Advisors
Florida
$1K
CI
581
Cordant Inc
Oregon
$970 +$970 +10 New
AWM
582
Abound Wealth Management
Tennessee
$679 +$679 +7 New
KFI
583
Key Financial Inc
Pennsylvania
$485
S
584
SignatureFD
Georgia
$427
NRG
585
Nemes Rush Group
Michigan
$227
SSB
586
Sandy Spring Bank
Maryland
$35 -$24
Charles Schwab
587
Charles Schwab
California
-$411M -4,213,716 Closed
GLR
588
Great Lakes Retirement
Ohio
-$22.7M -232,664 Closed
ACA
589
Atlas Capital Advisors
Wyoming
-$11.6M -119,217 Closed
PCWA
590
Pacific Capital Wealth Advisors
California
-$10.6M -109,010 Closed
SMG
591
Smart Money Group
Texas
-$9.8M -100,408 Closed
PCP
592
Proficio Capital Partners
Massachusetts
-$6.06M -62,063 Closed
MAG
593
MRA Advisory Group
New Jersey
-$4.7M -48,176 Closed
SHFP
594
Second Half Financial Partners
Florida
-$2.61M -26,748 Closed
PG
595
Prostatis Group
Maryland
-$25.6K -25,571 Closed
CA
596
Calton & Associates
Florida
-$1.44M -14,791 Closed
GS
597
GTS Securities
New York
-$1.2M -12,252 Closed
CPA
598
Capital Planning Advisors
California
-$774K -7,930 Closed
KFGK
599
Keystone Financial Group (Kentucky)
Kentucky
-$768K -7,869 Closed
PA
600
PFG Advisors
Arizona
-$762K -7,809 Closed