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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPP
201
Capasso Planning Partners
South Carolina
$3.83M -$76.1K -767 -2%
RPG
202
Resource Planning Group
Georgia
$3.78M +$462K +4,656 +14%
MCP
203
Martin Capital Partners
Oregon
$3.74M +$153K +1,543 +4%
CF
204
Centaurus Financial
California
$3.71M +$393K +3,958 +12%
RFN
205
RDA Financial Network
Iowa
$3.7M -$35.3K -356 -0.9%
WT
206
Washington Trust
Rhode Island
$3.69M +$59.5K +600 +2%
KAS
207
Kestra Advisory Services
Texas
$3.65M -$2.63M -26,502 -42%
PFM
208
Phillips Financial Management
Indiana
$3.63M -$455K -4,583 -11%
MWM
209
Mascoma Wealth Management
New Hampshire
$3.6M -$7.94M -80,095 -69%
HAS
210
HBW Advisory Services
California
$3.59M +$76.9K +775 +2%
MHR
211
Matthew Hamilton Rosenberg
$3.58M +$56.8K +572 +2%
UWM
212
USAdvisors Wealth Management
Minnesota
$3.55M -$220K -2,217 -6%
BIA
213
Bell Investment Advisors
California
$3.49M -$79.3K -799 -2%
Citigroup
214
Citigroup
New York
$3.44M +$254K +2,559 +8%
HFBOT
215
Home Federal Bank of Tennessee
Tennessee
$3.43M -$62K -625 -2%
FF
216
Friedenthal Financial
New Jersey
$3.38M +$231K +2,326 +7%
EWMCB
217
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.19M +$1.28M +12,928 +67%
CFMC
218
Curbstone Financial Management Corp
New Hampshire
$3.17M +$24.8K +250 +0.8%
CCG
219
Chatham Capital Group
Georgia
$3.17M -$79.4K -800 -2%
TWP
220
Tower Wealth Partners
Pennsylvania
$3.14M +$2.48K +25 +0.1%
GA
221
Greenspring Advisors
Maryland
$3.13M -$456K -4,597 -13%
CWM
222
Campbell Wealth Management
Virginia
$3.11M -$33.8K -341 -1%
SPC
223
Sigma Planning Corp
Michigan
$3.09M -$4.19M -42,211 -58%
BCG
224
Breakwater Capital Group
New Jersey
$3.04M +$8.34K +84 +0.3%
MFG
225
Merit Financial Group
Georgia
$2.99M +$159K +1,602 +6%
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