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iShares 0-5 Year TIPS Bond ETF

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
Net Calls
+$2.21M
Net Calls Change
-$10.1M
Name Market Value Shares Shares
Change
Shares
Change %
PFP
51
Pinnacle Financial Partners
Tennessee
$25.7M 262,919 +62,069 +31%
BOPW
52
Brandywine Oak Private Wealth
Pennsylvania
$25.5M 261,137 +9,537 +4%
IWC
53
Integrated Wealth Concepts
Massachusetts
$24.7M 253,563 +176,212 +228%
EWM
54
Empirical Wealth Management
Washington
$24.6M 252,387 -10,768 -4%
AIA
55
Arbor Investment Advisors
North Carolina
$23.4M 240,164 +1,226 +0.5%
AAM
56
Austin Asset Management
Texas
$23.4M 239,516 +11,750 +5%
GLR
57
Great Lakes Retirement
Ohio
$22.7M 232,664 -2,942 -1%
TWM
58
Tanager Wealth Management
United Kingdom
$22.3M 228,384 -5,220 -2%
KLI
59
Kelman-Lazarov Inc
Tennessee
$22.3M 228,274 +8,201 +4%
PCIA
60
Prime Capital Investment Advisors
Kansas
$21.9M 224,112 +221,559 +8,678%
JWM
61
Jeppson Wealth Management
California
$21.7M 222,239 -11,347 -5%
CHP
62
Cable Hill Partners
Oregon
$20.8M 212,632 +2,362 +1%
MML Investors Services
63
MML Investors Services
Massachusetts
$20.5M 209,741 -32,102 -13%
BWM
64
BerganKDV Wealth Management
Minnesota
$20.1M 206,357 +4,241 +2%
AIP
65
Almanack Investment Partners
Pennsylvania
$20.1M 205,749 -15,445 -7%
WA
66
Wilshire Advisors
California
$19.9M 203,424 +815 +0.4%
MMA
67
Miracle Mile Advisors
California
$19.5M 200,229 +2,316 +1%
RJA
68
Raymond James & Associates
Florida
$19.5M 200,134 -6,453 -3%
WFS
69
Walker Financial Services
Kentucky
$19.5M 199,873 +12,697 +7%
EH
70
Equitable Holdings
New York
$19.2M 196,769 +6,064 +3%
Stifel Financial
71
Stifel Financial
Missouri
$19M 194,783 +26,127 +15%
RT
72
Rockland Trust
Massachusetts
$19M 194,628 +8,406 +5%
SWIG
73
Strategic Wealth Investment Group
Kentucky
$17.8M 182,454 +33,687 +23%
Truist Financial
74
Truist Financial
North Carolina
$17.6M 180,813 -30,827 -15%
GP
75
Greenline Partners
New York
$17.5M 178,899 +19,201 +12%