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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
NMFM
5
National Mutual Funds Management
Australia
$14.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M 8,975,079 -8,048,675 -47%
Betterment LLC
2
Betterment LLC
New York
$260M 2,678,176 +542,735 +25%
BlackRock
3
BlackRock
New York
$196M 2,022,682 -95,593 -5%
Ameriprise
4
Ameriprise
Minnesota
$191M 1,974,183 -1,126,082 -36%
FGAM
5
Financial Gravity Asset Management
Texas
$180M 1,677,104 +1,607,982 +2,326%
Morgan Stanley
6
Morgan Stanley
New York
$176M 1,816,291 -203,333 -10%
Bank of America
7
Bank of America
North Carolina
$165M 1,702,490 -611,890 -26%
TA
8
Tiedemann Advisors
New York
$147M 1,520,895 -831,050 -35%
LPL Financial
9
LPL Financial
California
$128M 1,317,525 -7,682 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$114M 1,178,601 +95,493 +9%
RWM
11
Ritholtz Wealth Management
New York
$110M 1,134,348 +79,638 +8%
Wells Fargo
12
Wells Fargo
California
$86.5M 892,413 -458,116 -34%
Cerity Partners
13
Cerity Partners
New York
$75.2M 777,296 +340,143 +78%
State Street
14
State Street
Massachusetts
$68.2M 703,817 -11,274 -2%
KIC
15
Keating Investment Counselors
Florida
$66.9M 690,057 +25,130 +4%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$65.2M 672,405 +54,210 +9%
3AM
17
3EDGE Asset Management
Florida
$64.9M 672,681 -633,208 -48%
DWM
18
Destination Wealth Management
California
$63.2M 652,370 +14,897 +2%
PCIG
19
Partners Capital Investment Group
Massachusetts
$59.4M 612,911 -329,035 -35%
CTC
20
Central Trust Company
Missouri
$59.1M 609,274 -70,045 -10%
HTC
21
Haverford Trust Company
Pennsylvania
$58.9M 607,898 -55,842 -8%
Jane Street
22
Jane Street
New York
$51.1M 527,138 -111,340 -17%
FCAS
23
First Command Advisory Services
Texas
$49.4M 509,823 +509,823 New
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$49.1M 506,421 +31,484 +7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$47.9M 493,823 -76,253 -13%
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