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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B
2
State Street
2
State Street
Massachusetts
$69.8M
3
Betterment LLC
3
Betterment LLC
New York
$208M
4
Cerity Partners
4
Cerity Partners
New York
$42.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$91.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Goldman Sachs
5
Goldman Sachs
New York
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
126
City State Bank
Iowa
$8.29M +$447K +4,585 +6%
HCC
127
Hirtle Callaghan & Co
Pennsylvania
$8.21M – – –
SS
128
Simplicity Solutions
Minnesota
$8.05M +$20K +205 +0.2%
BFG
129
Bleakley Financial Group
New Jersey
$8.05M +$20K +205 +0.2%
GC
130
Guggenheim Capital
Illinois
$7.76M +$2.61M +26,735 +51%
AWS
131
Atria Wealth Solutions
New York
$7.67M -$496K -5,080 -6%
BRWA
132
B. Riley Wealth Advisors
Florida
$7.63M -$10.6M -108,983 -58%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$7.44M -$18.1K -185 -0.2%
NCM
134
Northland Capital Management
Minnesota
$7.38M +$410K +4,199 +6%
FCA
135
FLC Capital Advisors
California
$7.18M +$868K +8,889 +14%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$7.12M – – –
LF
137
Lee Financial
Texas
$7M -$6.1M -62,550 -47%
SIAM
138
Sterling Investment Advisors (Missouri)
Missouri
$6.77M +$383K +3,920 +6%
QWM
139
Quaker Wealth Management
New Jersey
$6.65M +$112K +1,145 +2%
SFM
140
Signet Financial Management
New Jersey
$6.65M -$200K -2,049 -3%
William Blair & Company
141
William Blair & Company
Illinois
$6.63M +$361K +3,703 +6%
AAS
142
Avantax Advisory Services
Texas
$6.63M +$495K +5,075 +8%
SIA
143
Soltis Investment Advisors
Utah
$6.6M -$338K -3,461 -5%
HWA
144
Hillcrest Wealth Advisors
New Jersey
$6.47M +$698K +7,150 +12%
PWG
145
Portside Wealth Group
Utah
$6.45M +$6.45M +66,115 New
BW
146
BIP Wealth
Georgia
$6.43M +$1.79M +18,300 +38%
SI
147
Stephens Inc
Arkansas
$6.34M -$6.64M -68,081 -51%
CA
148
Cambridge Associates
Massachusetts
$6.32M +$3.98M +40,758 +170%
TB
149
Treynor Bancshares
Iowa
$6.28M -$3.62K -38 -0.1%
PCP
150
Proficio Capital Partners
Massachusetts
$6.06M -$1.21M -12,397 -17%
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