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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 %
Prudential Financial
76
Prudential Financial
New Jersey
$17.4M 175,069 +17,606 +11%
SFPM
77
Sensible Financial Planning & Management
Massachusetts
$17.1M 172,603 +4,934 +3%
LWA
78
LWS Wealth Advisors
New Jersey
$17M 171,471 +4,018 +2%
GWM
79
GoalFusion Wealth Management
Texas
$16.9M 170,586 -14,947 -8%
Stifel Financial
80
Stifel Financial
Missouri
$16.7M 168,656 +33,681 +25%
TC
81
Trilogy Capital
California
$16.5M 166,331 -23,452 -12%
GP
82
Greenline Partners
New York
$15.8M 159,698 +18,123 +13%
PMG
83
ProVise Management Group
Florida
$15.5M 156,540 +7,709 +5%
MERSOM
84
Municipal Employees' Retirement System of Michigan
Michigan
$15.5M 156,176 +40,016 +34%
AFWM
85
AMJ Financial Wealth Management
Virginia
$15.3M 154,546 +7,366 +5%
NCM
86
New Capital Management
Texas
$15.2M 153,583 -25,262 -14%
GAM
87
Gould Asset Management
California
$15.2M 153,499 +52,068 +51%
CWP
88
Cyndeo Wealth Partners
Florida
$14.9M 149,924 +73,546 +96%
SWIG
89
Strategic Wealth Investment Group
Kentucky
$14.8M 148,767 +23,566 +19%
LFA
90
Landmark Financial Advisors
Kentucky
$14.7M 148,399 +15,752 +12%
SCM
91
Stordahl Capital Management
Colorado
$14.6M 147,512 +1,513 +1%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$14.6M 146,946 -9,669 -6%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$14.5M 146,010 -50,911 -26%
GGS
94
Galvin Gaustad & Stein
Arizona
$14.4M 144,923 -6,133 -4%
PGA
95
Portland Global Advisors
Maine
$14.2M 142,749 +4,630 +3%
DI
96
DFPG Investments
Utah
$13.9M 140,153 +135,768 +3,096%
HWA
97
Heartwood Wealth Advisors
Virginia
$13.7M 137,764 +3,792 +3%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$13.6M 136,764 -12,920 -9%
BWA
99
Burt Wealth Advisors
Maryland
$13.4M 135,347 -11,174 -8%
LF
100
Lee Financial
Texas
$13.3M 134,274 -4,789 -3%
2 3
4
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