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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

607 hedge funds and large institutions have $7.22B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 284 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+59
Holders Change %
+10.77%
% of All Funds
10.26%
Holding in Top 10
109
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+29.76%
% of All Funds
1.84%
New
108
Increased
284
Reduced
146
Closed
41
Calls
$4.82M
Puts
–
Net Calls
+$4.82M
Net Calls Change
+$4.82M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$226M
3
BFG
3
Barber Financial Group
Kansas
$142M
4
CWM
4
Campbell Wealth Management
Virginia
$69.4M
5
RWM
5
Ritholtz Wealth Management
New York
$61.4M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$7.27M
2
Jane Street
2
Jane Street
New York
$0
3
PCA
3
Personal Capital Advisors
California
$238M
4
AAP
4
Arax Advisory Partners
Colorado
$4.6M
5
KLC
5
Knowledge Leaders Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
201
Phillips Financial Management
Indiana
$4.53M +$480K +4,730 +12%
NPP
202
New Potomac Partners
Maryland
$4.51M +$47.7K +470 +1%
GPA
203
Guidance Point Advisors
Massachusetts
$4.49M +$997K +9,829 +29%
GA
204
GoalVest Advisory
New York
$4.42M +$261K +2,576 +6%
CCFM
205
Clear Creek Financial Management
Washington
$4.42M +$4.42M +43,533 New
NRI
206
NFP Retirement Inc
California
$4.37M +$1.26M +12,441 +41%
William Blair & Company
207
William Blair & Company
Illinois
$4.35M +$58.2K +574 +1%
CPP
208
Capasso Planning Partners
South Carolina
$4.29M +$360K +3,548 +9%
SMG
209
Smart Money Group
Texas
$4.28M +$4.28M +42,236 New
SWP
210
Stratos Wealth Partners
Ohio
$4.23M +$1.65M +16,256 +64%
DE
211
Day & Ennis
Georgia
$4.23M -$587K -5,788 -12%
PCIG
212
Partners Capital Investment Group
Massachusetts
$4M +$4M +39,409 New
GA
213
Greenspring Advisors
Maryland
$3.95M -$343K -3,378 -8%
EIP
214
Ellis Investment Partners
Pennsylvania
$3.86M +$314K +3,099 +9%
MBFW
215
Morton Brown Family Wealth
Pennsylvania
$3.82M +$2.94K +29 +0.1%
CTA
216
Chesley Taft & Associates
Illinois
$3.81M +$123K +1,210 +3%
USCWA
217
U.S. Capital Wealth Advisors
Texas
$3.68M -$1.08M -10,629 -23%
CA
218
Continuum Advisory
Idaho
$3.53M +$36.8K +363 +1%
Mariner
219
Mariner
Kansas
$3.51M +$2.47M +24,322 +236%
HFBOT
220
Home Federal Bank of Tennessee
Tennessee
$3.51M -$11.4K -112 -0.3%
HAS
221
HBW Advisory Services
California
$3.5M +$161K +1,588 +5%
F4L
222
Fortune 45 LLC
Louisiana
$3.5M +$1.17M +11,517 +50%
RHP
223
Royal Harbor Partners
Texas
$3.5M +$3.5M +34,471 New
Amundi
224
Amundi
France
$3.47M +$3.39M +33,700 +4,213%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$3.4M +$744K +7,338 +28%
7 8
9
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