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iShares 0-5 Year TIPS Bond ETF

248 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 106 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 73

10% more capital invested

Capital invested by funds: $1.28B → $1.41B (+$129M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 251248 (-3)

7% less ownership

Funds ownership: 66.88%59.88% (-7%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
5.09%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
27
Increased
106
Reduced
73
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endurance Wealth Management
Rhode Island
$15K
HWA
227
HHM Wealth Advisors
Tennessee
$15K
PVH
228
Psagot Value Holdings
Israel
$12K
PCIA
229
Prime Capital Investment Advisors
Kansas
$12K +$9.03K +89 +278%
AWM
230
Avior Wealth Management
Nebraska
$11K
CFGS
231
Concourse Financial Group Securities
Alabama
$11K
LFG
232
Larson Financial Group
Missouri
$10K
NSIM
233
North Star Investment Management
Illinois
$10K
OC
234
Oakworth Capital
Alabama
$8K +$7.91K +78 New
FCM
235
Firestone Capital Management
Florida
$7K -$101 -1 -1%
PWMG
236
Prestige Wealth Management Group
New Jersey
$7K
FWM
237
Focused Wealth Management
New York
$6K
CAN
238
Cetera Advisor Networks
California
$5K +$5.07K +50 New
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.92K
LWM
240
Lenox Wealth Management
Ohio
$3K -$101 -1 -3%
BW
241
Bison Wealth
Georgia
$3K
EI
242
Ellevest Inc
New York
$3K +$2.74K +27 New
VNA
243
Valley National Advisers
Pennsylvania
$2K
CL
244
Cabana LLC
Arkansas
$2K +$1.93K +19 New
SPIA
245
Steward Partners Investment Advisory
New York
$1K
JCM
246
Jacobi Capital Management
Pennsylvania
$1K +$710 +7 +54%
WIM
247
Westside Investment Management
California
$75
BOPW
248
Brandywine Oak Private Wealth
Pennsylvania
-$21.7M -217,093 Closed
HC
249
HNP Capital
New York
-$8.64M -85,896 Closed
KCM
250
Kathmere Capital Management
Pennsylvania
-$5.21M -52,154 Closed