STIP icon

iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$21.8M -$2.88M -29,218 -12%
KLI
52
Kelman-Lazarov Inc
Tennessee
$21.7M -$1.03M -10,444 -5%
SWIG
53
Strategic Wealth Investment Group
Kentucky
$19.9M +$1.13M +11,453 +6%
WA
54
Wilshire Advisors
California
$19.6M -$437K -4,430 -2%
GP
55
Greenline Partners
New York
$19.6M +$185K +1,872 +0.9%
RT
56
Rockland Trust
Massachusetts
$19.5M +$27.2K +276 +0.1%
APG
57
Abacus Planning Group
South Carolina
$19.4M +$19.4M +196,349 New
JWM
58
Jeppson Wealth Management
California
$18.8M -$2.15M -21,841 -10%
LWA
59
LWS Wealth Advisors
New Jersey
$18.6M +$1.22M +12,348 +7%
LFA
60
Landmark Financial Advisors
Kentucky
$18.4M +$785K +7,966 +4%
EWM
61
Empirical Wealth Management
Washington
$18.4M -$971K -9,844 -5%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$18.2M -$13.8M -140,105 -43%
GWM
63
GoalFusion Wealth Management
Texas
$18.1M +$449K +4,558 +3%
PCIA
64
Prime Capital Investment Advisors
Kansas
$18.1M -$300K -3,039 -2%
RJA
65
Raymond James & Associates
Florida
$18.1M +$5.26M +53,360 +41%
SFPM
66
Sensible Financial Planning & Management
Massachusetts
$17.8M +$234K +2,377 +1%
MMA
67
Miracle Mile Advisors
California
$17.7M -$1.25M -12,665 -7%
SOS
68
Silver Oak Securities
Tennessee
$17M +$9.43M +95,660 +125%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$16.8M +$3.71M +37,594 +28%
GAM
70
Gould Asset Management
California
$16.7M +$82.3K +835 +0.5%
WFS
71
Walker Financial Services
Kentucky
$16.6M -$3.45M -35,032 -17%
CHP
72
Cable Hill Partners
Oregon
$16.4M -$651K -6,610 -4%
PA
73
Parkside Advisors
California
$16.2M +$475K +4,820 +3%
Renaissance Technologies
74
Renaissance Technologies
New York
$16.1M +$16.1M +162,794 New
SCM
75
Stordahl Capital Management
Colorado
$16M +$1.23M +12,448 +8%