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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 %
LHWM
626
Lake Hills Wealth Management
Texas
– -$3.86M -39,806 Closed
OAM
627
Occidental Asset Management
California
– -$3.73M -38,518 Closed
BIM
628
Bullseye Investment Management
Ohio
– -$2.41M -24,832 Closed
WF
629
Williams Financial
Vermont
– -$1.97M -20,293 Closed
EA
630
Eudaimonia Advisors
Tennessee
– -$1.75M -18,053 Closed
MTWM
631
Masso Torrence Wealth Management
New Jersey
– -$1.54M -15,915 Closed
JSW
632
Journey Strategic Wealth
New Jersey
– -$1.26M -12,999 Closed
Koshinski Asset Management
633
Koshinski Asset Management
Illinois
– -$1.16M -11,957 Closed
SGCA
634
Steel Grove Capital Advisors
Tennessee
– -$938K -9,669 Closed
MCM
635
Mattern Capital Management
Colorado
– -$928K -9,567 Closed
GAA
636
Global Assets Advisory
Florida
– -$911K -9,391 Closed
LL
637
LWMG LLC
Minnesota
– -$903K -9,314 Closed
ACG
638
Allen Capital Group
Nebraska
– -$841K -8,671 Closed
EP
639
Eudaimonia Partners
Tennessee
– -$623K -6,428 Closed
BWM
640
Brickley Wealth Management
California
– -$616K -6,350 Closed
DWP
641
Destiny Wealth Partners
Florida
– -$596K -6,146 Closed
TVAMP
642
Tennessee Valley Asset Management Partners
Tennessee
– -$536K -5,532 Closed
SAM
643
Strategy Asset Managers
California
– -$480K -4,952 Closed
WAM
644
WealthTrust Asset Management
Florida
– -$466K -4,806 Closed
MFWM
645
Motley Fool Wealth Management
Virginia
– -$510K -4,787 Closed
Bank of Nova Scotia
646
Bank of Nova Scotia
Ontario, Canada
– -$411K -4,244 Closed
BFG
647
Buttonwood Financial Group
Missouri
– -$409K -4,223 Closed
CFG
648
Citizens Financial Group
Rhode Island
– -$406K -4,188 Closed
FIA
649
Foundations Investment Advisors
Arizona
– -$394K -4,062 Closed
GIA
650
Gladstone Institutional Advisory
Florida
– -$392K -4,043 Closed
24 25
26
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