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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
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
Betterment LLC
New York
$156M
3
3AM
3EDGE Asset Management
Florida
$129M
4
TA
Tiedemann Advisors
New York
$210M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
Jane Street
New York
$133M
2
Goldman Sachs
Goldman Sachs
New York
$29.4M
3
Ameriprise
Ameriprise
Minnesota
$369M
4
ACM
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
676
Old Mission Capital
Illinois
– -$201K -2,070 Closed
MCC
677
Money Concepts Capital
Florida
– -$197K -2,032 Closed
OWA
678
One Wealth Advisors
California
– -$144K -1,486 Closed
KOMWMG
679
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$136K -1,400 Closed
Simplex Trading
680
Simplex Trading
Illinois
– -$102K -1,053 Closed
PWS
681
Paragon Wealth Strategies
Florida
– -$101K -1,039 Closed
PVH
682
Psagot Value Holdings
Israel
– -$100K -1,028 Closed
OFG
683
Oxford Financial Group
Indiana
– -$94.1K -970 Closed
IWP
684
IAG Wealth Partners
Wisconsin
– -$82.4K -850 Closed
TWA
685
Tandem Wealth Advisors
Arizona
– -$82.2K -848 Closed
CBT
686
CoreFirst Bank & Trust
Kansas
– -$77.1K -795 Closed
RBC
687
Romano Brothers & Co
Illinois
– -$50.1K -517 Closed
TCCM
688
Timber Creek Capital Management
Massachusetts
– -$36.4K -375 Closed
FA
689
Fiduciary Alliance
South Carolina
– -$32.9K -339 Closed
PPC
690
Park Place Capital
Alabama
– -$24K -245 Closed
RCM
691
Robinson Capital Management
Michigan
– -$19.4K -200 Closed
IGWM
692
ICA Group Wealth Management
Colorado
– -$17.6K -181 Closed
FWA
693
Freedom Wealth Alliance
Wisconsin
– -$17.5K -180 Closed
AssetMark Inc
694
AssetMark Inc
California
– -$16.7K -172 Closed
APC
695
Aspire Private Capital
North Carolina
– -$15.6K -161 Closed
JFA
696
JNBA Financial Advisors
Minnesota
– -$15.1K -156 Closed
AA
697
AlphaMark Advisors
Kentucky
– -$11K -116 Closed
ZIG
698
Zullo Investment Group
Pennsylvania
– -$9.7K -100 Closed
TC
699
Truvestments Capital
Florida
– -$8.34K -86 Closed
RIA
700
Realta Investment Advisors
Delaware
– -$7.27K -75 Closed
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