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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 %
3F
601
360 Financial
Minnesota
– -$752K -7,700 Closed
LSIA
602
LaSalle St. Investment Advisors
Illinois
– -$695K -7,123 Closed
LG
603
Lane Generational
Massachusetts
– -$655K -6,713 Closed
FSC
604
Full Sail Capital
Oklahoma
– -$653K -6,690 Closed
CCFM
605
Clear Creek Financial Management
Washington
– -$648K -6,637 Closed
CAPTRUST Financial Advisors
606
CAPTRUST Financial Advisors
North Carolina
– -$625K -6,404 Closed
RI
607
Ridgewood Investments
New Jersey
– -$608K -6,232 Closed
V
608
Veritable
Delaware
– -$558K -5,718 Closed
PFM
609
Peak Financial Management
Massachusetts
– -$475K -4,870 Closed
MBT
610
Montecito Bank & Trust
California
– -$351K -3,600 Closed
BBWP
611
Beacon Bridge Wealth Partners
Pennsylvania
– -$284K -2,907 Closed
NAM
612
NTV Asset Management
West Virginia
– -$283K -2,900 Closed
WMS
613
Wealth Management Solutions
Pennsylvania
– -$280K -2,867 Closed
VAS
614
Vestmark Advisory Solutions
Massachusetts
– -$241K -2,469 Closed
FPGK
615
Financial Partners Group (Kansas)
Kansas
– -$240K -2,462 Closed
RW
616
Regimen Wealth
Georgia
– -$233K -2,387 Closed
AWA
617
Amplius Wealth Advisors
Pennsylvania
– -$230K -2,356 Closed
BWP
618
Balboa Wealth Partners
Arizona
– -$220K -2,254 Closed
REMPR
619
Roof Eidam Maycock Peralta (REMP)
California
– -$218K -2,230 Closed
SHJ
620
Sharkey, Howes & Javer
Colorado
– -$214K -2,196 Closed
GC
621
Gratus Capital
Georgia
– -$214K -2,191 Closed
CAAS
622
Capital Asset Advisory Services
Michigan
– -$211K -2,168 Closed
TI
623
Trexquant Investment
Connecticut
– -$205K -2,100 Closed
CF
624
Clarity Financial
Texas
– -$202K -2,066 Closed
JF
625
JSF Financial
California
– -$201K -2,059 Closed
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