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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Market Value Shares Shares
Change
Shares
Change %
JWM
51
Jeppson Wealth Management
California
$27.1M 279,188 +117,773 +73%
Creative Planning
52
Creative Planning
Kansas
$26.9M 277,149 +64,032 +30%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$26.7M 275,702 +26,506 +11%
AWM
54
AE Wealth Management
Kansas
$26.6M 274,806 +1,811 +0.7%
EC
55
Estate Counselors
Wisconsin
$25.8M 266,590 +25,020 +10%
SPIA
56
Steward Partners Investment Advisory
New York
$25.2M 259,566 -10,291 -4%
BOPW
57
Brandywine Oak Private Wealth
Pennsylvania
$24.5M 252,423 -159,175 -39%
OPS
58
Orion Portfolio Solutions
Nebraska
$24.3M 250,412 +177,431 +243%
TC
59
TownSquare Capital
Utah
$23M 237,128 +5,118 +2%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$22.5M 232,100 +19,041 +9%
SI
61
Stephens Inc
Arkansas
$22.3M 230,126 -19,790 -8%
TWM
62
Tanager Wealth Management
United Kingdom
$21.8M 225,181 +89,810 +66%
GLR
63
Great Lakes Retirement
Ohio
$21.1M 217,783 +217,783 New
KLI
64
Kelman-Lazarov Inc
Tennessee
$21M 217,060 -35,994 -14%
TIM
65
Tortoise Investment Management
New York
$20.9M 215,497 +60,316 +39%
AAM
66
Austin Asset Management
Texas
$20.8M 216,548
AWE
67
Avidian Wealth Enterprises
Texas
$20.3M 209,818 -7,011 -3%
BRWA
68
B. Riley Wealth Advisors
Florida
$19.6M 201,852 +9,847 +5%
CHP
69
Cable Hill Partners
Oregon
$19.3M 199,358 +819 +0.4%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$19.1M 196,921 +62,817 +47%
AIA
71
Arbor Investment Advisors
North Carolina
$19.1M 196,755 -3,792 -2%
WA
72
Wilshire Advisors
California
$18.9M 195,247 -6,258 -3%
WFS
73
Walker Financial Services
Kentucky
$18.6M 187,176 +12,769 +7%
EWM
74
Empirical Wealth Management
Washington
$18.6M 191,320 +101,243 +112%
TC
75
Trilogy Capital
California
$18.4M 189,783 +23,496 +14%