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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
NAM
151
NorthCrest Asset Manangement
Minnesota
$5.63M -$35.5K -360 -0.6%
CSB
152
City State Bank
Iowa
$5.58M -$2.73M -27,701 -33%
HCA
153
Heck Capital Advisors
Wisconsin
$5.57M -$890K -9,026 -14%
UWM
154
USAdvisors Wealth Management
Minnesota
$5.53M -$775K -7,865 -12%
IWM
155
Integris Wealth Management
California
$5.53M +$31K +314 +0.6%
SIA
156
Soltis Investment Advisors
Utah
$5.46M -$675K -6,847 -11%
LG
157
Leuthold Group
Minnesota
$5.41M
TCPG
158
Trivant Custom Portfolio Group
California
$5.15M -$457K -4,632 -8%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$5.04M -$935K -9,482 -16%
KAS
160
Kestra Advisory Services
Texas
$4.91M -$195K -1,978 -4%
ACM
161
Arcataur Capital Management
Wisconsin
$4.86M -$44.4K -450 -0.9%
FHA
162
First Horizon Advisors
Tennessee
$4.81M +$815K +8,268 +20%
AA
163
Ancora Advisors
Ohio
$4.79M +$4.74M +48,050 +8,898%
CA
164
Cetera Advisors
Colorado
$4.68M -$10.2M -103,938 -69%
FTUS
165
Flow Traders U.S.
New York
$4.56M -$1.21M -12,249 -21%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$4.26M -$1.56M -15,827 -27%
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$4.24M -$2.56M -26,000 -38%
CL
168
Choreo LLC
Illinois
$4.23M +$3.13M +31,776 +286%
DI
169
DDFG Inc
California
$4.09M -$38.4K -389 -0.9%
NA
170
NewEdge Advisors
Louisiana
$4.07M -$6.95M -70,489 -63%
EGWAG
171
Elwood & Goetz Wealth Advisory Group
Georgia
$4.03M -$42.1K -427 -1%
RFN
172
RDA Financial Network
Iowa
$3.95M -$190K -1,931 -5%
RL
173
Retireful LLC
Michigan
$3.86M +$3.86M +39,187 New
CIBC World Market
174
CIBC World Market
Ontario, Canada
$3.86M -$3.67M -37,222 -49%
EFN
175
Equita Financial Network
Pennsylvania
$3.77M -$22.1K -224 -0.6%