STIP icon

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 %
BRWA
126
B. Riley Wealth Advisors
Florida
$7.63M 77,371 -1,671 -2%
BWS
127
Buck Wealth Strategies
Colorado
$7.22M 73,225 +2,238 +3%
KA
128
Kure Advisory
Minnesota
$7.13M 72,318 +2,894 +4%
PAG
129
Private Advisor Group
New Jersey
$7.13M 72,300 +22,795 +46%
TB
130
Treynor Bancshares
Iowa
$7.02M 71,189 +1,449 +2%
CCC
131
Chesapeake Capital Corp
Florida
$6.86M 69,583 +69,583 New
OC
132
Oppenheimer & Co
New York
$6.84M 69,382 -45,968 -40%
CG
133
Cynosure Group
Utah
$6.77M 68,629 +31,780 +86%
QWM
134
Quaker Wealth Management
New Jersey
$6.54M 66,378 -960 -1%
NB
135
NBT Bank
New York
$6.46M 65,573 +2,672 +4%
SFM
136
Signet Financial Management
New Jersey
$6.45M 65,471 -1,432 -2%
FTB
137
First Trust Bank
Bahamas
$6.45M 65,390
WCM
138
Wealthcare Capital Management
Virginia
$6.4M 64,938 -3,322 -5%
HWA
139
Hillcrest Wealth Advisors
New Jersey
$6.4M 64,920 -8,265 -11%
SIAM
140
Sterling Investment Advisors (Missouri)
Missouri
$6.31M 64,017 -7,913 -11%
CM
141
Columbus Macro
Pennsylvania
$6.3M 63,801 +4,662 +8%
LHWM
142
Lake Hills Wealth Management
Texas
$6.2M 62,854 +55,898 +804%
William Blair & Company
143
William Blair & Company
Illinois
$6.15M 62,412 -2,932 -4%
PWP
144
Perfromance Wealth Partners
Illinois
$6.15M 62,351 +4,818 +8%
ACA
145
Atlas Capital Advisors
Wyoming
$6.13M 62,185 +62,185 New
Baird Financial Group
146
Baird Financial Group
Wisconsin
$6.06M 61,509 +567 +0.9%
WCA
147
Westover Capital Advisors
Delaware
$5.85M 59,305 -234 -0.4%
WP
148
WealthSource Partners
California
$5.73M 58,099 +5,759 +11%
EWA
149
Elevate Wealth Advisory
Georgia
$5.68M 57,635 +57,635 New
AWS
150
Atria Wealth Solutions
New York
$5.63M 57,120 -10,005 -15%