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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.

New
Increased
Maintained
Reduced
Closed
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 %
AAS
176
Ameritas Advisory Services
Nebraska
$4.41M +$1.64M +16,996 +59%
MBFW
177
Morton Brown Family Wealth
Pennsylvania
$4.23M +$340K +3,488 +9%
WP
178
WealthSource Partners
California
$4.12M +$24.6K +252 +0.6%
EWM
179
Executive Wealth Management
Michigan
$4.11M -$682K -6,987 -14%
CG
180
Cynosure Group
Utah
$4.1M +$4.1M +42,044 New
RPG
181
Resource Planning Group
Georgia
$4.01M +$291K +2,978 +8%
FHA
182
First Horizon Advisors
Tennessee
$4M -$414K -4,240 -9%
KAS
183
Kestra Advisory Services
Texas
$3.97M +$384K +3,939 +11%
CCG
184
Chatham Capital Group
Georgia
$3.94M +$820K +8,400 +26%
MA
185
Mutual Advisors
Nebraska
$3.86M -$36.1K -370 -0.9%
RFN
186
RDA Financial Network
Iowa
$3.66M +$25.9K +265 +0.7%
MHR
187
Matthew Hamilton Rosenberg
$3.63M +$109K +1,113 +3%
PFM
188
Phillips Financial Management
Indiana
$3.62M +$55.8K +572 +2%
CPP
189
Capasso Planning Partners
South Carolina
$3.59M -$178K -1,826 -5%
HAS
190
HBW Advisory Services
California
$3.57M +$30.6K +314 +0.9%
MCP
191
Martin Capital Partners
Oregon
$3.56M -$119K -1,218 -3%
CF
192
Centaurus Financial
California
$3.52M -$134K -1,376 -4%
BIA
193
Bell Investment Advisors
California
$3.46M +$21.4K +219 +0.6%
GLA
194
Good Life Advisors
Pennsylvania
$3.38M -$1.25M -12,829 -27%
EIP
195
Ellis Investment Partners
Pennsylvania
$3.33M -$586K -6,009 -15%
HFBOT
196
Home Federal Bank of Tennessee
Tennessee
$3.26M -$108K -1,104 -3%
FF
197
Friedenthal Financial
New Jersey
$3.22M -$107K -1,100 -3%
CWM
198
Campbell Wealth Management
Virginia
$3.18M +$125K +1,281 +4%
EWMCB
199
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.11M -$24.6K -252 -0.8%
WT
200
Washington Trust
Rhode Island
$3.1M -$531K -5,443 -15%