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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $9.16B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 246 reducing their positions, and 84 closing their positions.

Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
10.57%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
1.37%
New
125
Increased
222
Reduced
246
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
201
Selective Wealth Management
Virginia
$4.09M 41,920 -40,259 -49%
CWC
202
Carolinas Wealth Consulting
North Carolina
$4.08M 42,112 -1,495 -3%
FHA
203
First Horizon Advisors
Tennessee
$4.03M 41,562 +26,763 +181%
PFM
204
Phillips Financial Management
Indiana
$3.99M 41,142 -4,655 -10%
EIP
205
Ellis Investment Partners
Pennsylvania
$3.92M 40,454 +473 +1%
EWM
206
Echo Wealth Management
Minnesota
$3.9M 40,035 +3,256 +9%
LHWM
207
Lake Hills Wealth Management
Texas
$3.86M 39,806 +39,806 New
CPP
208
Capasso Planning Partners
South Carolina
$3.82M 39,402 -1,226 -3%
OAM
209
Occidental Asset Management
California
$3.73M 38,518 +11,517 +43%
AFG
210
Arkansas Financial Group
Arkansas
$3.7M 38,180 +38,180 New
FTS
211
Fifth Third Securities
Ohio
$3.7M 38,131 -14,450 -27%
UWM
212
USAdvisors Wealth Management
Minnesota
$3.68M 37,990 +5,098 +15%
RFN
213
RDA Financial Network
Iowa
$3.65M 37,595 +11,061 +42%
GC
214
Guggenheim Capital
Illinois
$3.62M 37,366 +9,751 +35%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$3.59M 37,007 -120,835 -77%
WT
216
Washington Trust
Rhode Island
$3.55M 36,589 +2,850 +8%
Millennium Management
217
Millennium Management
New York
$3.51M 36,209 +15,611 +76%
GA
218
Greenspring Advisors
Maryland
$3.51M 36,174 -1,812 -5%
MBFW
219
Morton Brown Family Wealth
Pennsylvania
$3.51M 36,152 -387 -1%
MCP
220
Martin Capital Partners
Oregon
$3.5M 36,100 +1,588 +5%
BIA
221
Bell Investment Advisors
California
$3.49M 36,013 +36,013 New
ASN
222
Advisory Services Network
Georgia
$3.48M 35,939 +17,254 +92%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$3.48M 35,939 -34,302 -49%
MHR
224
Matthew Hamilton Rosenberg
$3.44M 35,517 -11,938 -25%
HAS
225
HBW Advisory Services
California
$3.44M 35,447 +1,377 +4%