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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Market Value Shares Shares
Change
Shares
Change %
CSB
151
City State Bank
Iowa
$7.36M 75,920 +3,655 +5%
HWA
152
Hillcrest Wealth Advisors
New Jersey
$7.35M 75,760 +10,790 +17%
EFG
153
Ethos Financial Group
Pennsylvania
$7.27M 75,000 +75,000 New
SPC
154
Sigma Planning Corp
Michigan
$7.12M 73,392 -7,513 -9%
WAM
155
WFA Asset Management
Wisconsin
$7.07M 72,915 -13,974 -16%
VC
156
Vicus Capital
Pennsylvania
$6.98M 71,998 +71,998 New
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$6.9M 71,112 -490,626 -87%
QWM
158
Quaker Wealth Management
New Jersey
$6.76M 69,736 -3,633 -5%
3LCM
159
3D/L Capital Management
Connecticut
$6.72M 69,325 +69,325 New
TWA
160
TPB Wealth Advisors
Texas
$6.56M 67,405 +67,405 New
OL
161
Owen LaRue
Kentucky
$6.35M 65,521 +65,521 New
TB
162
Treynor Bancshares
Iowa
$6.15M 63,440 +3,674 +6%
KAS
163
Kestra Advisory Services
Texas
$6.13M 63,249 -422 -0.7%
CAN
164
Cetera Advisor Networks
California
$6.1M 62,917 -360,841 -85%
NCM
165
Northland Capital Management
Minnesota
$6.05M 62,429 +62,429 New
AI
166
Atria Investments
North Carolina
$6.04M 62,275 -31,727 -34%
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.02M 62,124 -18,751 -23%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$5.92M 61,020 -14,641 -19%
William Blair & Company
169
William Blair & Company
Illinois
$5.91M 60,996 +1,882 +3%
MOS
170
MGO One Seven
Ohio
$5.89M 60,719 -5,601 -8%
FCA
171
FLC Capital Advisors
California
$5.83M 60,164 +60,164 New
SIAM
172
Sterling Investment Advisors (Missouri)
Missouri
$5.76M 59,450 +48,739 +455%
JMF
173
Johnson Midwest Financial
Iowa
$5.65M 58,263 +52,437 +900%
CM
174
Columbus Macro
Pennsylvania
$5.6M 57,726 +11,989 +26%
ASW
175
Astoria Strategic Wealth
Texas
$5.42M 55,884 +20,468 +58%