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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$335M 3,400,591 -5,574,488 -62%
Betterment LLC
2
Betterment LLC
New York
$318M 3,221,388 +543,212 +20%
Morgan Stanley
3
Morgan Stanley
New York
$280M 2,841,450 +1,025,159 +56%
BlackRock
4
BlackRock
New York
$201M 2,042,709 +20,027 +1%
NG
5
Norden Group
Utah
$195M 2,212,689 +2,212,689 New
FGAM
6
Financial Gravity Asset Management
Texas
$193M 1,806,085 +128,981 +8%
Bank of America
7
Bank of America
North Carolina
$183M 1,856,358 +153,868 +9%
Ameriprise
8
Ameriprise
Minnesota
$153M 1,551,793 -422,390 -21%
RWM
9
Ritholtz Wealth Management
New York
$124M 1,259,063 +124,715 +11%
MWM
10
Modera Wealth Management
New Jersey
$121M 1,228,229 +1,220,893 +16,642%
LPL Financial
11
LPL Financial
California
$118M 1,193,103 -124,422 -9%
AG
12
AlTi Global
New York
$107M 1,086,310 +1,086,310 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$105M 1,061,456 -117,145 -10%
MWM
14
Modern Wealth Management
Kansas
$104M 1,057,217 +1,057,217 New
PCIG
15
Partners Capital Investment Group
Massachusetts
$69.5M 704,707 +91,796 +15%
State Street
16
State Street
Massachusetts
$68.6M 695,416 -8,401 -1%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$68.4M 693,368 +20,963 +3%
DWM
18
Destination Wealth Management
California
$62M 629,187 -23,183 -4%
3AM
19
3EDGE Asset Management
Florida
$61M 618,416 -54,265 -8%
Wells Fargo
20
Wells Fargo
California
$59.8M 606,496 -285,917 -32%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$59M 598,798 +92,377 +18%
HTC
22
Haverford Trust Company
Pennsylvania
$58.9M 597,860 -10,038 -2%
KIC
23
Keating Investment Counselors
Florida
$55.3M 561,345 -128,712 -19%
CTC
24
Central Trust Company
Missouri
$53.6M 543,432 -65,842 -11%
FCAS
25
First Command Advisory Services
Texas
$50.4M 511,554 +1,731 +0.3%