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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$28.8M 289,744 +14,042 +5%
EWM
52
Empirical Wealth Management
Washington
$26.1M 263,155 +71,835 +38%
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$25M 251,600 -823 -0.3%
MML Investors Services
54
MML Investors Services
Massachusetts
$24M 241,843 -110,222 -31%
AIA
55
Arbor Investment Advisors
North Carolina
$23.7M 238,938 +42,183 +21%
GLR
56
Great Lakes Retirement
Ohio
$23.4M 235,606 +17,823 +8%
TWM
57
Tanager Wealth Management
United Kingdom
$23.2M 233,604 +8,423 +4%
JWM
58
Jeppson Wealth Management
California
$23.2M 233,586 -45,602 -16%
AAM
59
Austin Asset Management
Texas
$22.6M 227,766 +11,218 +5%
BCM
60
BlueCrest Capital Management
Jersey
$22.1M 222,809 +222,809 New
AIP
61
Almanack Investment Partners
Pennsylvania
$21.9M 221,194 -214,466 -49%
KLI
62
Kelman-Lazarov Inc
Tennessee
$21.8M 220,073 +3,013 +1%
Truist Financial
63
Truist Financial
North Carolina
$21M 211,640 -100,873 -32%
CHP
64
Cable Hill Partners
Oregon
$20.9M 210,270 +10,912 +5%
RJA
65
Raymond James & Associates
Florida
$20.5M 206,587 -152,258 -42%
WA
66
Wilshire Advisors
California
$20.1M 202,609 +7,362 +4%
BWM
67
BerganKDV Wealth Management
Minnesota
$20.1M 202,116 +202,116 New
PFP
68
Pinnacle Financial Partners
Tennessee
$19.9M 200,850 +62,744 +45%
MMA
69
Miracle Mile Advisors
California
$19.6M 197,913 +56,828 +40%
EH
70
Equitable Holdings
New York
$18.9M 190,705 +11,028 +6%
WFS
71
Walker Financial Services
Kentucky
$18.6M 187,176 – –
BRWA
72
B. Riley Wealth Advisors
Florida
$18.6M 187,168 -14,684 -7%
RT
73
Rockland Trust
Massachusetts
$18.5M 186,222 +4,348 +2%
RCS
74
Retirement Capital Strategies
California
$18.4M 185,795 +182,656 +5,819%
FSC
75
Full Sail Capital
Oklahoma
$17.6M 177,493 -3,854 -2%
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