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iShares 0-5 Year TIPS Bond ETF

264 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

84% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 64

16% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$232M)

6% more funds holding

Funds holding: 248264 (+16)

1.41% less ownership

Funds ownership: 59.88%58.47% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
5.33%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.48%
New
35
Increased
118
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
226
First Manhattan
New York
$39K
SWM
227
Selective Wealth Management
Virginia
$35K
CB
228
Community Bank
New York
$34K -$8.59K -83 -21%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$29K -$6.83K -66 -19%
GWM
230
Geneos Wealth Management
Colorado
$26K
SFPG
231
Stonebridge Financial Planning Group
Florida
$26K
LC
232
Lindbrook Capital
California
$23K +$22.9K +221 New
CCM
233
Covington Capital Management
California
$21K
CFGS
234
Concourse Financial Group Securities
Alabama
$20K +$9.1K +88 +85%
EP
235
Eudaimonia Partners
Tennessee
$20K +$20K +193 New
SMG
236
Spectrum Management Group
Indiana
$18K
BAMG
237
Brand Asset Management Group
Missouri
$16K
HWA
238
HHM Wealth Advisors
Tennessee
$16K
JFA
239
JNBA Financial Advisors
Minnesota
$16K
IF
240
Ironwood Financial
Arizona
$15K -$10.9K -105 -42%
EWM
241
Endurance Wealth Management
Rhode Island
$15K
LFG
242
Larson Financial Group
Missouri
$13K +$2.07K +20 +20%
PVH
243
Psagot Value Holdings
Israel
$12K
AWM
244
Avior Wealth Management
Nebraska
$12K +$1.03K +10 +9%
PCIA
245
Prime Capital Investment Advisors
Kansas
$10K -$2.9K -28 -23%
NSIM
246
North Star Investment Management
Illinois
$10K
FFA
247
Founders Financial Alliance
North Carolina
$10K +$9.52K +92 New
PFS
248
Prospera Financial Services
Texas
$9K +$8.69K +84 New
FCM
249
Firestone Capital Management
Florida
$8K
HS
250
Horan Securities
United States
$8K +$8.48K +82 New