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iShares 0-5 Year TIPS Bond ETF

625 hedge funds and large institutions have $6.83B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 204 reducing their positions, and 63 closing their positions.

Holders
625
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
10.81%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.59%
New
92
Increased
261
Reduced
204
Closed
63
Calls
$9.13M
Puts
$452K
Net Calls
+$8.68M
Net Calls Change
+$3.87M
Name Market Value Shares Shares
Change
Shares
Change %
DWP
76
Destiny Wealth Partners
Florida
$16.3M 169,603 +3,979 +2%
LWA
77
LWS Wealth Advisors
New Jersey
$16.2M 168,484 -1,945 -1%
CW
78
Connectus Wealth
Ohio
$16M 166,235 +181 +0.1%
TC
79
Trilogy Capital
California
$16M 166,287 -18,039 -10%
Stifel Financial
80
Stifel Financial
Missouri
$15.9M 165,222 -100,737 -38%
OC
81
Oppenheimer & Co
New York
$15.7M 163,513 +9,034 +6%
SFPM
82
Sensible Financial Planning & Management
Massachusetts
$15.5M 161,594 +4,924 +3%
JWM
83
Jeppson Wealth Management
California
$15.5M 161,415 -14,971 -8%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$15.4M 160,111 -2,402 -1%
PWM
85
Paulson Wealth Management
Illinois
$15.3M 158,683 +67,137 +73%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$15.1M 157,106 -4,397 -3%
SCM
87
Stordahl Capital Management
Colorado
$15M 155,898 -3,149 -2%
TIM
88
Tortoise Investment Management
New York
$14.9M 155,181 +145,766 +1,548%
REMPR
89
Roof Eidam Maycock Peralta (REMP)
California
$14.9M 154,850 -1,855 -1%
PMG
90
ProVise Management Group
Florida
$14.9M 154,743 +14,211 +10%
CNC
91
Canandaigua National Corp
New York
$14.6M 152,279 +31,454 +26%
LF
92
Lee Financial
Texas
$14.5M 151,002 +15,958 +12%
EH
93
Equitable Holdings
New York
$14.5M 150,985 +85,897 +132%
GGS
94
Galvin Gaustad & Stein
Arizona
$14.4M 150,294 -5,593 -4%
BWA
95
Burt Wealth Advisors
Maryland
$14.4M 150,270 -3,404 -2%
AFWM
96
AMJ Financial Wealth Management
Virginia
$14.3M 148,858 +75,004 +102%
HWA
97
Heartwood Wealth Advisors
Virginia
$13.4M 139,241 +1,030 +0.7%
EVM
98
Eaton Vance Management
Massachusetts
$13.2M 137,582 -16,175 -11%
PGA
99
Portland Global Advisors
Maine
$13.1M 136,267 -1,230 -0.9%
TWM
100
Tanager Wealth Management
United Kingdom
$13M 135,371 -6,882 -5%