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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 %
EPM
101
Elm Partners Management
Pennsylvania
$11.3M 114,715 +54,017 +89%
EH
102
Equitable Holdings
New York
$11.3M 114,218 -52,831 -32%
AA
103
AJ Advisors
Tennessee
$11M 111,470 +6,010 +6%
AFG
104
Arkansas Financial Group
Arkansas
$10.9M 110,061 +11,608 +12%
NCM
105
New Capital Management
Texas
$10.8M 109,484 +4,688 +4%
MERSOM
106
Municipal Employees' Retirement System of Michigan
Michigan
$10.7M 108,346 -63,910 -37%
4WM
107
49 Wealth Management
Texas
$10.5M 106,325 +106,325 New
IA
108
IFG Advisory
Georgia
$10.5M 106,192 +2,064 +2%
GC
109
Guggenheim Capital
Illinois
$10.3M 104,118 +4,804 +5%
AA
110
Alesco Advisors
New York
$10M 101,700 +1,737 +2%
CAN
111
Cetera Advisor Networks
California
$9.95M 100,915 -1,995 -2%
CWM
112
Comprehensive Wealth Management
Washington
$9.94M 100,794 -2,318 -2%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$9.85M 99,854 -40,310 -29%
Goldman Sachs
114
Goldman Sachs
New York
$9.67M 98,119 -39,930 -29%
AMM
115
American Money Management
California
$9.59M 97,307 -537 -0.5%
EA
116
Echo45 Advisors
California
$9.5M 96,310 -15,355 -14%
EWA
117
Exencial Wealth Advisors
Oklahoma
$9.46M 95,911 -12,600 -12%
VA
118
Valmark Advisers
Ohio
$8.91M 90,335 +7,568 +9%
KPWS
119
Kestra Private Wealth Services
Texas
$8.82M 89,497 -7,875 -8%
PWMG
120
Pinnacle Wealth Management Group
Michigan
$8.58M 86,987 -404 -0.5%
SS
121
Simplicity Solutions
Minnesota
$8.32M 84,360 +13,283 +19%
BFG
122
Bleakley Financial Group
New Jersey
$8.32M 84,360 +13,283 +19%
BW
123
BIP Wealth
Georgia
$8.14M 82,537 +9,458 +13%
DA
124
Drake & Associates
Wisconsin
$8.04M 81,499 +69,304 +568%
SF
125
SWP Financial
California
$7.97M 80,858 +80,858 New