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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
101
Exencial Wealth Advisors
Oklahoma
$10.5M 108,511 -11,047 -9%
AA
102
AJ Advisors
Tennessee
$10.2M 105,460 -1,231 -1%
NCM
103
New Capital Management
Texas
$10.2M 104,796 +104,796 New
IA
104
IFG Advisory
Georgia
$10.1M 104,128 -349 -0.3%
CWM
105
Comprehensive Wealth Management
Washington
$9.99M 103,112 -1,087 -1%
CAN
106
Cetera Advisor Networks
California
$9.97M 102,910 -3,600 -3%
Amundi
107
Amundi
France
$9.92M 102,100 – –
AA
108
Alesco Advisors
New York
$9.69M 99,963 +2,947 +3%
GC
109
Guggenheim Capital
Illinois
$9.63M 99,314 +19,850 +25%
AFG
110
Arkansas Financial Group
Arkansas
$9.54M 98,453 +7,900 +9%
AMM
111
American Money Management
California
$9.48M 97,844 +756 +0.8%
KPWS
112
Kestra Private Wealth Services
Texas
$9.44M 97,372 -6,112 -6%
WEG
113
World Equity Group
Illinois
$8.79M 90,807 +90,807 New
PWMG
114
Pinnacle Wealth Management Group
Michigan
$8.47M 87,391 -8,811 -9%
CSB
115
City State Bank
Iowa
$8.17M 84,335 -625 -0.7%
VA
116
Valmark Advisers
Ohio
$8.02M 82,767 -10,729 -11%
BRWA
117
B. Riley Wealth Advisors
Florida
$7.66M 79,042 +857 +1%
SOS
118
Silver Oak Securities
Tennessee
$7.41M 76,486 -47,777 -38%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$7.4M 76,322 +118 +0.2%
HWA
120
Hillcrest Wealth Advisors
New Jersey
$7.09M 73,185 +6,900 +10%
BW
121
BIP Wealth
Georgia
$7.08M 73,079 +7,150 +11%
SIAM
122
Sterling Investment Advisors (Missouri)
Missouri
$6.97M 71,930 +2,574 +4%
SS
123
Simplicity Solutions
Minnesota
$6.89M 71,077 -11,419 -14%
BFG
124
Bleakley Financial Group
New Jersey
$6.89M 71,077 -11,419 -14%
BWS
125
Buck Wealth Strategies
Colorado
$6.88M 70,987 +70,987 New
3 4
5
6 7