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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFN
176
Equita Financial Network
Pennsylvania
$3.73M +$3.73M +38,466 New
MA
177
Mutual Advisors
Nebraska
$3.71M -$128K -1,321 -3%
PFM
178
Phillips Financial Management
Indiana
$3.69M +$94.1K +971 +3%
CF
179
Centaurus Financial
California
$3.69M +$197K +2,033 +6%
PWG
180
Portside Wealth Group
Utah
$3.66M -$2.75M -28,335 -43%
CG
181
Cynosure Group
Utah
$3.57M -$503K -5,195 -12%
MCP
182
Martin Capital Partners
Oregon
$3.56M +$30.4K +314 +0.9%
HAS
183
HBW Advisory Services
California
$3.51M -$32.5K -335 -0.9%
FF
184
Friedenthal Financial
New Jersey
$3.45M +$254K +2,621 +8%
EWM
185
Executive Wealth Management
Michigan
$3.42M -$658K -6,794 -16%
Mariner
186
Mariner
Kansas
$3.37M +$653K +6,735 +24%
CPP
187
Capasso Planning Partners
South Carolina
$3.33M -$239K -2,462 -7%
SPC
188
Sigma Planning Corp
Michigan
$3.24M +$389K +4,009 +14%
HFBOT
189
Home Federal Bank of Tennessee
Tennessee
$3.23M -$8.72K -90 -0.3%
MFG
190
Merit Financial Group
Georgia
$3.2M +$198K +2,043 +7%
WT
191
Washington Trust
Rhode Island
$3.16M +$82.9K +855 +3%
CWM
192
Campbell Wealth Management
Virginia
$3.12M -$45.1K -465 -1%
TWP
193
Tower Wealth Partners
Pennsylvania
$3.11M +$64.2K +662 +2%
AFS
194
AFG Fiduciary Services
Massachusetts
$3.07M +$97.4K +1,003 +3%
NPP
195
New Potomac Partners
Maryland
$2.94M +$100K +1,035 +4%
MAS
196
Madden Advisory Services
Florida
$2.94M +$339K +3,497 +13%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$2.84M +$1.65M +16,649 +137%
ASN
198
Advisory Services Network
Georgia
$2.83M +$135K +1,394 +5%
Citigroup
199
Citigroup
New York
$2.81M -$237K -2,442 -8%
SC
200
Slow Capital
California
$2.72M +$371K +3,823 +16%
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