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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 %
SIAM
151
Sterling Investment Advisors (Missouri)
Missouri
$6.49M +$594K +5,986 +10%
FCA
152
FLC Capital Advisors
California
$6.42M +$448K +4,517 +8%
William Blair & Company
153
William Blair & Company
Illinois
$6.37M +$322K +3,243 +5%
OL
154
Owen LaRue
Kentucky
$6.35M – – –
AAS
155
Avantax Advisory Services
Texas
$6.24M +$1.95M +19,657 +46%
SW
156
SVB Wealth
Massachusetts
$6.13M +$871K +8,778 +17%
RIA
157
Regal Investment Advisors
Michigan
$6.11M -$11M -110,492 -64%
RFM
158
Royal Fund Management
Florida
$5.91M +$3.54M +35,712 +150%
HWA
159
Hillcrest Wealth Advisors
New Jersey
$5.87M -$1.65M -16,625 -22%
JF
160
JSF Financial
California
$5.8M -$2.28M -23,002 -28%
GA
161
GoalVest Advisory
New York
$5.79M +$802K +8,085 +16%
IWM
162
Integris Wealth Management
California
$5.78M +$272K +2,744 +5%
NAM
163
NorthCrest Asset Manangement
Minnesota
$5.74M +$5.74M +57,805 New
MOS
164
MGO One Seven
Ohio
$5.7M -$321K -3,232 -5%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$5.58M -$3.46M -34,840 -38%
AI
166
Atria Investments
North Carolina
$5.55M -$632K -6,365 -10%
LG
167
Leuthold Group
Minnesota
$5.45M -$2.76M -27,803 -34%
SPIA
168
Steward Partners Investment Advisory
New York
$5.4M -$20.4M -205,184 -79%
CAN
169
Cetera Advisor Networks
California
$5.34M -$908K -9,147 -15%
SMG
170
Smart Money Group
Texas
$5.32M +$2.15M +21,677 +68%
WCA
171
Westover Capital Advisors
Delaware
$5.25M +$5.25M +52,906 New
GC
172
Guggenheim Capital
Illinois
$5.23M +$1.52M +15,363 +41%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$5.2M +$3.87M +39,040 +292%
CCB
174
Country Club Bank
Missouri
$5.11M -$7.81K -79 -0.2%
EGWAG
175
Elwood & Goetz Wealth Advisory Group
Georgia
$5.02M -$193K -1,949 -4%
5 6
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