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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$8.72M +$5.05M +50,850 +137%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$8.56M +$1.5M +15,135 +21%
TCPG
128
Trivant Custom Portfolio Group
California
$8.49M +$8.49M +85,581 New
HCC
129
Hirtle Callaghan & Co
Pennsylvania
$8.35M +$1.59K +16 +0%
AWS
130
Atria Wealth Solutions
New York
$8.3M -$424K -4,268 -5%
BFG
131
Bleakley Financial Group
New Jersey
$8.17M -$1.47M -14,766 -15%
SS
132
Simplicity Solutions
Minnesota
$8.17M +$7.76M +78,205 +1,914%
CSB
133
City State Bank
Iowa
$7.98M +$442K +4,455 +6%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$7.94M +$375K +3,783 +5%
SOS
135
Silver Oak Securities
Tennessee
$7.7M -$142K -1,434 -2%
IWC
136
Integrated Wealth Concepts
Massachusetts
$7.68M +$3.4M +34,311 +80%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$7.58M -$311K -3,131 -4%
AFG
138
Arkansas Financial Group
Arkansas
$7.57M +$3.78M +38,128 +100%
GFG
139
Goldstone Financial Group
Illinois
$7.54M +$7.54M +75,994 New
GFS
140
GYL Financial Synergies
Connecticut
$7.52M -$383K -3,860 -5%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$7.41M -$1.03M -10,342 -12%
PCP
142
Proficio Capital Partners
Massachusetts
$7.39M +$7.39M +74,460 New
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$7.24M -$414K -4,170 -5%
NCM
144
Northland Capital Management
Minnesota
$7.09M +$893K +9,003 +14%
SIA
145
Soltis Investment Advisors
Utah
$7.05M -$1.51M -15,186 -18%
PAG
146
Private Advisor Group
New Jersey
$7.02M -$6.26M -63,131 -47%
SFM
147
Signet Financial Management
New Jersey
$6.96M -$3.39M -34,184 -33%
QWM
148
Quaker Wealth Management
New Jersey
$6.65M -$271K -2,736 -4%
WAM
149
WFA Asset Management
Wisconsin
$6.57M -$663K -6,681 -9%
TB
150
Treynor Bancshares
Iowa
$6.53M +$239K +2,413 +4%
4 5
6
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