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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$6.06M +$571K +5,847 +10%
WCA
152
Westover Capital Advisors
Delaware
$5.91M +$749K +7,676 +15%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$5.79M -$2.02M -20,735 -26%
WCM
154
Wealthcare Capital Management
Virginia
$5.73M +$2.8M +28,672 +95%
NAM
155
NorthCrest Asset Manangement
Minnesota
$5.64M +$586 +6 +0%
UWM
156
USAdvisors Wealth Management
Minnesota
$5.58M +$2.1M +21,648 +61%
IWM
157
Integris Wealth Management
California
$5.57M -$115K -1,175 -2%
CCB
158
Country Club Bank
Missouri
$5.51M +$471K +4,837 +9%
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$5.48M -$2.94M -30,115 -35%
TCPG
160
Trivant Custom Portfolio Group
California
$5.44M -$2.92M -29,894 -35%
LG
161
Leuthold Group
Minnesota
$5.36M
MWM
162
Mattern Wealth Management
Kansas
$5.16M +$1.1M +11,249 +27%
PAG
163
Private Advisor Group
New Jersey
$5.07M -$1.84M -18,869 -27%
MOS
164
MGO One Seven
Ohio
$5.02M -$592K -6,065 -11%
EFG
165
Ethos Financial Group
Pennsylvania
$4.87M
ACM
166
Arcataur Capital Management
Wisconsin
$4.86M +$4.86M +49,794 New
DI
167
DDFG Inc
California
$4.85M +$82.8K +848 +2%
HH
168
Hilltop Holdings
Texas
$4.84M -$9.57K -98 -0.2%
EGWAG
169
Elwood & Goetz Wealth Advisory Group
Georgia
$4.83M -$111K -1,137 -2%
PWP
170
Perfromance Wealth Partners
Illinois
$4.8M +$731K +7,547 +18%
Principal Financial Group
171
Principal Financial Group
Iowa
$4.78M +$903K +9,250 +23%
JIR
172
James Investment Research
Ohio
$4.75M -$146K -1,491 -3%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$4.74M -$374K -3,827 -7%
MAG
174
MRA Advisory Group
New Jersey
$4.7M +$87.5K +896 +2%
NB
175
NBT Bank
New York
$4.54M -$67.8K -695 -1%