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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B
2
State Street
2
State Street
Massachusetts
$69.8M
3
Betterment LLC
3
Betterment LLC
New York
$208M
4
Cerity Partners
4
Cerity Partners
New York
$42.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$91.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Goldman Sachs
5
Goldman Sachs
New York
$597K
Name Market Value Shares Shares
Change 		Shares
Change %
RCS
76
Retirement Capital Strategies
California
$17.4M 177,848 -7,947 -4%
GWM
77
GoalFusion Wealth Management
Texas
$17.3M 177,056 +6,470 +4%
SFPM
78
Sensible Financial Planning & Management
Massachusetts
$17M 174,195 +1,592 +0.9%
LWA
79
LWS Wealth Advisors
New Jersey
$16.9M 173,103 +1,632 +1%
MERSOM
80
Municipal Employees' Retirement System of Michigan
Michigan
$16.8M 172,494 +16,318 +10%
LFA
81
Landmark Financial Advisors
Kentucky
$16.5M 168,640 +20,241 +14%
GAM
82
Gould Asset Management
California
$15.5M 159,241 +5,742 +4%
PMG
83
ProVise Management Group
Florida
$15.5M 158,426 +1,886 +1%
TC
84
Trilogy Capital
California
$15.4M 157,780 -8,551 -5%
Prudential Financial
85
Prudential Financial
New Jersey
$15M 153,393 -21,676 -12%
OPS
86
Orion Portfolio Solutions
Nebraska
$14.9M 153,090 -224,251 -59%
BCI
87
Brinker Capital Investments
Pennsylvania
$14.9M 153,090 -224,251 -59%
CWP
88
Cyndeo Wealth Partners
Florida
$14.8M 151,273 +1,349 +0.9%
GGS
89
Galvin Gaustad & Stein
Arizona
$14.6M 149,206 +4,283 +3%
PFS
90
Prospera Financial Services
Texas
$14.5M 148,115 +26,113 +21%
DI
91
DFPG Investments
Utah
$14.5M 148,459 +8,306 +6%
PGA
92
Portland Global Advisors
Maine
$14.4M 147,217 +4,468 +3%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$14.3M 146,529 -417 -0.3%
SCM
94
Stordahl Capital Management
Colorado
$14.3M 146,395 -1,117 -0.8%
HWA
95
Heartwood Wealth Advisors
Virginia
$13.7M 140,848 +3,084 +2%
PA
96
Parkside Advisors
California
$13.6M 139,118 +12,890 +10%
BWA
97
Burt Wealth Advisors
Maryland
$13.6M 139,053 +3,706 +3%
FA
98
FDx Advisors
Illinois
$13.2M 134,881 +132,565 +5,724%
TFF
99
The Family Firm
Maryland
$12.9M 132,287 +5,520 +4%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$12.4M 127,064 -9,700 -7%
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4
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