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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 Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$16M 162,351 -63,773 -28%
DI
77
DFPG Investments
Utah
$15.9M 161,634 +4,260 +3%
MML Investors Services
78
MML Investors Services
Massachusetts
$15.7M 159,386 +9,070 +6%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$15.5M 157,633 +5,526 +4%
CWP
80
Cyndeo Wealth Partners
Florida
$15.3M 154,857 +486 +0.3%
BCI
81
Brinker Capital Investments
Pennsylvania
$15.1M 153,191 +10,451 +7%
OPS
82
Orion Portfolio Solutions
Nebraska
$15.1M 153,191 +10,451 +7%
PGA
83
Portland Global Advisors
Maine
$15M 151,816 +2,936 +2%
TC
84
Trilogy Capital
California
$14.7M 148,947 -8,231 -5%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$14.6M 148,281 +1,448 +1%
PMG
86
ProVise Management Group
Florida
$14.4M 145,778 -10,443 -7%
Prudential Financial
87
Prudential Financial
New Jersey
$14.2M 143,673 +34,718 +32%
Truist Financial
88
Truist Financial
North Carolina
$13.9M 140,685 -21,105 -13%
BPA
89
Beacon Pointe Advisors
California
$13.5M 137,021 +16,428 +14%
TFF
90
The Family Firm
Maryland
$13.5M 136,980 +2,142 +2%
KL
91
KWMG LLC
Kansas
$13.3M 134,534 +3,053 +2%
NCM
92
Northland Capital Management
Minnesota
$13M 132,147 +1,621 +1%
GGS
93
Galvin Gaustad & Stein
Arizona
$12.9M 130,727 -4,410 -3%
DWM
94
Dogwood Wealth Management
Kansas
$12.4M 125,436 +125,436 New
EFG
95
Ethos Financial Group
Pennsylvania
$12M 122,155 +61,608 +102%
FA
96
FDx Advisors
Illinois
$12M 121,498 -9,729 -7%
CC
97
Courier Capital
New York
$11.4M 115,305 +1,407 +1%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$11.4M 115,151 +5,978 +5%
IWC
99
Integrated Wealth Concepts
Massachusetts
$11.3M 114,884 -51,255 -31%
BWA
100
Burt Wealth Advisors
Maryland
$11.3M 114,722 -36,833 -24%