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iShares 0-5 Year TIPS Bond ETF

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
151
Perfromance Wealth Partners
Illinois
$5.58M +$777K +8,019 +16%
NAM
152
NorthCrest Asset Manangement
Minnesota
$5.57M -$35.3K -364 -0.6%
TCPG
153
Trivant Custom Portfolio Group
California
$5.52M +$119K +1,228 +2%
HH
154
Hilltop Holdings
Texas
$5.5M +$701K +7,229 +15%
HCC
155
Hirtle Callaghan & Co
Pennsylvania
$5.47M -$2.69M -27,714 -33%
IWM
156
Integris Wealth Management
California
$5.4M -$126K -1,305 -2%
LG
157
Leuthold Group
Minnesota
$5.32M
WP
158
WealthSource Partners
California
$5.07M +$983K +10,141 +24%
LF
159
Lee Financial
Texas
$5.06M -$1.89M -19,520 -27%
KAS
160
Kestra Advisory Services
Texas
$5.01M +$1.07M +11,047 +27%
Empower Advisory Group
161
Empower Advisory Group
Colorado
$4.97M -$260M -2,683,936 -98%
ACM
162
Arcataur Capital Management
Wisconsin
$4.82M -$2.91K -30 -0.1%
PAG
163
Private Advisor Group
New Jersey
$4.8M -$233K -2,405 -5%
JIR
164
James Investment Research
Ohio
$4.63M -$90.8K -937 -2%
AAS
165
Avantax Advisory Services
Texas
$4.38M -$2.2M -22,739 -33%
CCG
166
Chatham Capital Group
Georgia
$4.28M +$371K +3,825 +9%
MBFW
167
Morton Brown Family Wealth
Pennsylvania
$4.17M -$32.2K -332 -0.8%
RFN
168
RDA Financial Network
Iowa
$4.07M +$432K +4,454 +12%
DI
169
DDFG Inc
California
$4.05M -$764K -7,879 -16%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$4.01M -$697K -7,190 -15%
EGWAG
171
Elwood & Goetz Wealth Advisory Group
Georgia
$4M -$790K -8,153 -16%
FHA
172
First Horizon Advisors
Tennessee
$3.93M -$50.1K -517 -1%
MOS
173
MGO One Seven
Ohio
$3.92M -$1.06M -10,954 -21%
RPG
174
Resource Planning Group
Georgia
$3.88M -$99.1K -1,023 -2%
CCB
175
Country Club Bank
Missouri
$3.87M -$1.62M -16,660 -29%