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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KL
101
KWMG LLC
Kansas
$12.2M +$1.8M +18,486 +17%
SOS
102
Silver Oak Securities
Tennessee
$12.1M +$4.56M +46,678 +60%
EWA
103
Exencial Wealth Advisors
Oklahoma
$11.7M +$11.7M +119,558 New
ACA
104
Atlas Capital Advisors
Wyoming
$11.6M +$1.74M +17,816 +18%
OC
105
Oppenheimer & Co
New York
$11.3M +$483K +4,953 +4%
CC
106
Courier Capital
New York
$11.1M -$32.7K -335 -0.3%
EA
107
Echo45 Advisors
California
$10.9M -$112K -1,152 -1%
NA
108
NewEdge Advisors
Louisiana
$10.8M -$499K -5,117 -4%
PCWA
109
Pacific Capital Wealth Advisors
California
$10.6M -$386K -3,955 -4%
AA
110
AJ Advisors
Tennessee
$10.4M -$76K -779 -0.7%
BPA
111
Beacon Pointe Advisors
California
$10.4M -$599K -6,140 -5%
CAN
112
Cetera Advisor Networks
California
$10.4M +$5.15M +52,740 +98%
HCA
113
Heck Capital Advisors
Wisconsin
$10.2M -$137K -1,407 -1%
IA
114
IFG Advisory
Georgia
$10.2M -$2.72M -27,878 -21%
CWM
115
Comprehensive Wealth Management
Washington
$10.2M -$153K -1,568 -1%
KPWS
116
Kestra Private Wealth Services
Texas
$10.1M -$2.42M -24,820 -19%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$9.93M -$4.32M -44,228 -30%
Amundi
118
Amundi
France
$9.92M
SMG
119
Smart Money Group
Texas
$9.8M +$4.57M +46,796 +87%
AMM
120
American Money Management
California
$9.48M -$145K -1,483 -2%
AA
121
Alesco Advisors
New York
$9.47M -$207K -2,119 -2%
PWMG
122
Pinnacle Wealth Management Group
Michigan
$9.39M -$286K -2,926 -3%
RFG
123
RFP Financial Group
Georgia
$9.23M +$9.23M +94,583 New
VA
124
Valmark Advisers
Ohio
$9.13M -$89.6K -918 -1%
AFG
125
Arkansas Financial Group
Arkansas
$8.84M +$1.39M +14,245 +19%