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iShares 0-5 Year TIPS Bond ETF

625 hedge funds and large institutions have $6.83B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 204 reducing their positions, and 63 closing their positions.

Holders
625
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
10.81%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.59%
New
92
Increased
261
Reduced
204
Closed
63
Calls
$9.13M
Puts
$452K
Net Calls
+$8.68M
Net Calls Change
+$3.87M
Name Market Value Shares Shares
Change
Shares
Change %
MCM
626
MV Capital Management
Maryland
-243,796 Closed
PWS
627
Paragon Wealth Strategies
Florida
$0 1 -115,997 -100%
CPFP
628
Clear Perspectives Financial Planning
Ohio
-101,921 Closed
OWM
629
OneAscent Wealth Management
Alabama
-97,877 Closed
CCFP
630
Charles Carroll Financial Partners
Massachusetts
-88,611 Closed
EF
631
Empowered Funds
Pennsylvania
-84,808 Closed
SWM
632
Scissortail Wealth Management
Oklahoma
-81,990 Closed
OFS
633
OneAscent Financial Services
Alabama
-79,775 Closed
CA
634
CapWealth Advisors
Tennessee
-74,926 Closed
SAM
635
Synergy Asset Management
Washington
-73,796 Closed
F4L
636
Fortune 45 LLC
Louisiana
-34,485 Closed
RHP
637
Royal Harbor Partners
Texas
-34,471 Closed
WEPOG
638
Wealth Enhancement & Preservation of GA
Georgia
-21,258 Closed
CWG
639
Crown Wealth Group
North Carolina
-18,064 Closed
ZIM
640
Zacks Investment Management
Illinois
-13,525 Closed
Franklin Resources
641
Franklin Resources
California
-11,600 Closed
EPA
642
Element Pointe Advisors
Florida
-10,500 Closed
WJA
643
Willis Johnson & Associates
Texas
-9,786 Closed
BWM
644
Brickley Wealth Management
California
-6,582 Closed
WSCM
645
Wellington Shields Capital Management
New York
-6,480 Closed
Citadel Advisors
646
Citadel Advisors
Florida
-6,436 Closed
SHIM
647
Stone House Investment Management
Pennsylvania
-5,761 Closed
WEG
648
World Equity Group
Illinois
-5,215 Closed
SCA
649
Sage Capital Advisors
South Dakota
-5,197 Closed
KIG
650
Kowal Investment Group
Wisconsin
-4,624 Closed