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iShares 0-5 Year TIPS Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B 16,191,442 +1,837,714 +13%
Charles Schwab
2
Charles Schwab
California
$423M 4,260,353 -352,440 -8%
Ameriprise
3
Ameriprise
Minnesota
$369M 3,718,071 -1,037,895 -22%
Bank of America
4
Bank of America
North Carolina
$273M 2,747,535 -286,080 -9%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$262M 2,645,408 +2,645,408 New
Morgan Stanley
6
Morgan Stanley
New York
$230M 2,314,070 -137,357 -6%
BlackRock
7
BlackRock
New York
$220M 2,212,271 -297,445 -12%
TA
8
Tiedemann Advisors
New York
$210M 2,111,894 +501,924 +31%
Betterment LLC
9
Betterment LLC
New York
$156M 1,575,610 +597,453 +61%
Wells Fargo
10
Wells Fargo
California
$154M 1,553,658 -199,670 -11%
LPL Financial
11
LPL Financial
California
$140M 1,407,941 -432,781 -24%
Jane Street
12
Jane Street
New York
$133M 1,339,245 -5,209,500 -80%
3AM
13
3EDGE Asset Management
Florida
$129M 1,302,388 +533,536 +69%
BFG
14
Barber Financial Group
Kansas
$119M 1,201,371 -74,715 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$102M 1,024,857 -242,754 -19%
RWM
16
Ritholtz Wealth Management
New York
$98.7M 994,850 +374,951 +60%
CTC
17
Central Trust Company
Missouri
$81.4M 820,039 -57,412 -7%
HighTower Advisors
18
HighTower Advisors
Illinois
$73.4M 740,773 +67,252 +10%
HTC
19
Haverford Trust Company
Pennsylvania
$69M 695,339 -1,215 -0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$68.2M 687,193 +46,440 +7%
UBS Group
21
UBS Group
Switzerland
$66.2M 666,864 -82,084 -11%
PCIG
22
Partners Capital Investment Group
Massachusetts
$64M 645,220 +231,941 +56%
Osaic Holdings
23
Osaic Holdings
Arizona
$63.6M 641,312 -217,417 -25%
DWM
24
Destination Wealth Management
California
$62.5M 630,260 +42,724 +7%
CAL
25
Capital Analysts LLC
Pennsylvania
$55.1M 555,021 +36,013 +7%