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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 %
AAS
176
Avantax Advisory Services
Texas
$3.62M -$831K -8,424 -19%
NPP
177
New Potomac Partners
Maryland
$3.6M +$604K +6,127 +20%
JIR
178
James Investment Research
Ohio
$3.57M -$1.14M -11,581 -24%
MCP
179
Martin Capital Partners
Oregon
$3.56M -$61.2K -621 -2%
TWP
180
Tower Wealth Partners
Pennsylvania
$3.55M +$391K +3,963 +12%
RPG
181
Resource Planning Group
Georgia
$3.52M -$430K -4,365 -11%
HAS
182
HBW Advisory Services
California
$3.5M -$67.6K -686 -2%
FF
183
Friedenthal Financial
New Jersey
$3.38M -$131K -1,324 -4%
PFM
184
Phillips Financial Management
Indiana
$3.37M -$389K -3,950 -10%
MA
185
Mutual Advisors
Nebraska
$3.33M -$443K -4,492 -12%
CCB
186
Country Club Bank
Missouri
$3.3M -$634K -6,433 -16%
WT
187
Washington Trust
Rhode Island
$3.3M +$83.8K +850 +3%
CWM
188
Campbell Wealth Management
Virginia
$3.23M +$60K +609 +2%
LIM
189
Leavell Investment Management
Alabama
$3.23M +$519K +5,270 +19%
CIAS
190
CFS Investment Advisory Services
New Jersey
$3.23M +$632K +6,408 +24%
HFBOT
191
Home Federal Bank of Tennessee
Tennessee
$3.22M -$68.9K -699 -2%
MFG
192
Merit Financial Group
Georgia
$3.18M -$66.3K -672 -2%
PWG
193
Portside Wealth Group
Utah
$3.17M -$552K -5,598 -15%
Mariner
194
Mariner
Kansas
$3.15M -$279K -2,831 -8%
AI
195
Atria Investments
North Carolina
$3.14M +$1.19M +12,093 +61%
CW
196
CreativeOne Wealth
Kansas
$2.99M +$1.94M +19,686 +184%
HH
197
Hilltop Holdings
Texas
$2.98M -$2.62M -26,587 -47%
DW
198
Dodds Wealth
Colorado
$2.91M +$2.91M +29,509 New
EWM
199
Executive Wealth Management
Michigan
$2.91M -$572K -5,798 -16%
MBFW
200
Morton Brown Family Wealth
Pennsylvania
$2.87M -$1.37M -13,901 -32%