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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.

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 Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B 17,023,754 +832,312 +5%
Charles Schwab
2
Charles Schwab
California
$411M 4,213,716 -46,637 -1%
Ameriprise
3
Ameriprise
Minnesota
$306M 3,100,265 -617,806 -17%
Empower Advisory Group
4
Empower Advisory Group
Colorado
$267M 2,735,221 +89,813 +3%
TA
5
Tiedemann Advisors
New York
$230M 2,351,945 +240,051 +11%
Bank of America
6
Bank of America
North Carolina
$226M 2,314,380 -433,155 -16%
Betterment LLC
7
Betterment LLC
New York
$208M 2,135,441 +559,831 +36%
BlackRock
8
BlackRock
New York
$207M 2,118,275 -93,996 -4%
Morgan Stanley
9
Morgan Stanley
New York
$197M 2,019,624 -294,446 -13%
Wells Fargo
10
Wells Fargo
California
$132M 1,350,529 -203,129 -13%
LPL Financial
11
LPL Financial
California
$129M 1,325,207 -82,734 -6%
3AM
12
3EDGE Asset Management
Florida
$127M 1,305,889 +3,501 +0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$106M 1,083,108 +58,251 +6%
RWM
14
Ritholtz Wealth Management
New York
$103M 1,054,710 +59,860 +6%
PCIG
15
Partners Capital Investment Group
Massachusetts
$91.9M 941,946 +296,726 +46%
State Street
16
State Street
Massachusetts
$69.8M 715,091 +715,091 New
CTC
17
Central Trust Company
Missouri
$66.3M 679,319 -140,720 -17%
KIC
18
Keating Investment Counselors
Florida
$64.9M 664,927 +217,825 +49%
HTC
19
Haverford Trust Company
Pennsylvania
$64.8M 663,740 -31,599 -5%
Jane Street
20
Jane Street
New York
$62.3M 638,478 -700,767 -52%
DWM
21
Destination Wealth Management
California
$62.2M 637,473 +7,213 +1%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$60.3M 618,195 +135,301 +28%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$55.6M 570,076 +96,222 +20%
CAL
24
Capital Analysts LLC
Pennsylvania
$55.5M 569,046 +14,025 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$55.3M 566,452 -120,741 -18%