STIP icon

iShares 0-5 Year TIPS Bond ETF

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
Net Calls
+$2.21M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
201
Citigroup
New York
$3.07M -$310K -3,173 -9%
TWP
202
Tower Wealth Partners
Pennsylvania
$3.06M -$19.4K -199 -0.6%
MFG
203
Merit Financial Group
Georgia
$3.02M +$72.7K +745 +2%
AFS
204
AFG Fiduciary Services
Massachusetts
$2.98M +$1.99M +20,481 +202%
BSW
205
Buckingham Strategic Wealth
Missouri
$2.88M +$994K +10,186 +53%
SPC
206
Sigma Planning Corp
Michigan
$2.87M -$172K -1,764 -6%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$2.87M -$4.42M -45,322 -61%
NPP
208
New Potomac Partners
Maryland
$2.86M -$69.6K -713 -2%
BCG
209
Breakwater Capital Group
New Jersey
$2.78M -$209K -2,137 -7%
LIM
210
Leavell Investment Management
Alabama
$2.77M +$400K +4,094 +17%
FTS
211
Fifth Third Securities
Ohio
$2.76M -$1.13M -11,570 -29%
Manulife (Manufacturers Life Insurance)
212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.74M +$653K +6,692 +31%
EPM
213
Elm Partners Management
Pennsylvania
$2.73M -$5.86M -60,035 -68%
Mariner
214
Mariner
Kansas
$2.73M +$305K +3,125 +13%
CFMC
215
Curbstone Financial Management Corp
New Hampshire
$2.73M -$390K -4,000 -13%
WAG
216
Wallace Advisory Group
California
$2.72M
ASN
217
Advisory Services Network
Georgia
$2.72M -$1.73M -17,730 -39%
TCM
218
Tradewinds Capital Management
Washington
$2.7M
CTA
219
Chesley Taft & Associates
Illinois
$2.67M -$208K -2,130 -7%
TRIA
220
Trail Ridge Investment Advisors
Colorado
$2.63M +$366K +3,752 +16%
MAS
221
Madden Advisory Services
Florida
$2.62M +$214K +2,193 +9%
SHFP
222
Second Half Financial Partners
Florida
$2.61M +$2.61M +26,748 New
PWA
223
Physician Wealth Advisors
Utah
$2.61M +$580K +5,970 +29%
SWP
224
Stratos Wealth Partners
Ohio
$2.57M +$356K +3,644 +16%
AC
225
Apella Capital
Connecticut
$2.54M +$2.54M +25,977 New