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iShares 0-5 Year TIPS Bond ETF

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Shares
Change %
FTS
201
Fifth Third Securities
Ohio
$2.71M -$33.7K -348 -1%
CFMC
202
Curbstone Financial Management Corp
New Hampshire
$2.71M
LIM
203
Leavell Investment Management
Alabama
$2.67M -$84.3K -870 -3%
PWA
204
Physician Wealth Advisors
Utah
$2.57M -$27.3K -282 -1%
CIAS
205
CFS Investment Advisory Services
New Jersey
$2.55M +$315K +3,251 +14%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$2.55M -$299K -3,085 -11%
WAG
207
Wallace Advisory Group
California
$2.54M -$138K -1,415 -5%
AC
208
Apella Capital
Connecticut
$2.48M -$35.7K -368 -1%
Principal Financial Group
209
Principal Financial Group
Iowa
$2.47M -$2.27M -23,425 -48%
SWP
210
Stratos Wealth Partners
Ohio
$2.47M -$84.1K -868 -3%
FIM
211
Freedom Investment Management
Connecticut
$2.45M +$138K +1,428 +6%
EW
212
Evexia Wealth
Wisconsin
$2.43M +$205K +2,115 +9%
PWM
213
Perigon Wealth Management
California
$2.42M +$467K +4,817 +24%
BSW
214
Buckingham Strategic Wealth
Missouri
$2.37M -$483K -4,982 -17%
FAIM
215
Financial Advocates Investment Management
Washington
$2.36M +$30.7K +317 +1%
PFS
216
Prospera Financial Services
Texas
$2.32M -$12M -124,145 -84%
CA
217
Cambridge Associates
Massachusetts
$2.32M -$3.95M -40,758 -63%
AOWM
218
Alpha Omega Wealth Management
Virginia
$2.31M +$157K +1,615 +7%
EIP
219
Ellis Investment Partners
Pennsylvania
$2.31M -$999K -10,303 -30%
GFG
220
Goldstone Financial Group
Illinois
$2.31M +$147K +1,515 +7%
FCIM
221
Fairview Capital Investment Management
California
$2.24M +$133K +1,375 +6%
CWP
222
Corepath Wealth Partners
Arizona
$2.21M -$213K -2,189 -9%
HPM
223
Hudson Portfolio Management
New York
$2.15M +$12.1K +125 +0.6%
BAM
224
Belpointe Asset Management
Nevada
$2.09M +$1.13M +11,709 +119%
CCA
225
Column Capital Advisors
Indiana
$2.09M +$264K +2,726 +14%