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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 %
HCP
601
Hexagon Capital Partners
Arkansas
$1.89K – – –
WAM
602
Worth Asset Management
Texas
$1.59K – – –
IF
603
Integrity Financial
Wyoming
$1.49K – – –
FWM
604
Focused Wealth Management
New York
$1.48K -$1.08K -11 -42%
TFA
605
Transamerica Financial Advisors
Florida
$1K – – –
OLVIG
606
Oliver Lagore Vanvalin Investment Group
Michigan
$595 +$595 +6 New
KFI
607
Key Financial Inc
Pennsylvania
$496 +$496 +5 New
GI
608
Gradient Investments
Minnesota
$397 -$6.35K -64 -94%
S
609
SignatureFD
Georgia
$275 – – –
AWM
610
Abound Wealth Management
Tennessee
$199 +$199 +2 New
SSB
611
Sandy Spring Bank
Maryland
$4 – – –
ACM
612
Advisors Capital Management
New Jersey
– -$71.6M -738,180 Closed
FTUS
613
Flow Traders U.S.
New York
– -$16.4M -169,454 Closed
CCA
614
Clearwater Capital Advisors
Illinois
– -$14M -144,258 Closed
WWM
615
Wiser Wealth Management
Georgia
– -$12.4M -127,575 Closed
PCA
616
Pallas Capital Advisors
Massachusetts
– -$9.92M -101,602 Closed
MC
617
McMorgan & Co
California
– -$8.3M -85,651 Closed
CI
618
CPR Investments
Michigan
– -$7.85M -80,986 Closed
VC
619
Vicus Capital
Pennsylvania
– -$6.98M -71,998 Closed
TWA
620
TPB Wealth Advisors
Texas
– -$6.56M -67,405 Closed
JMF
621
Johnson Midwest Financial
Iowa
– -$5.65M -58,263 Closed
ASW
622
Astoria Strategic Wealth
Texas
– -$5.42M -55,884 Closed
CCP
623
Cassia Capital Partners
North Carolina
– -$5.31M -54,763 Closed
BWM
624
BNC Wealth Management
Oregon
– -$5.06M -52,182 Closed
KWILP
625
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$4.66M -48,066 Closed
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