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iShares 0-5 Year TIPS Bond ETF

611 hedge funds and large institutions have $7.23B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 285 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 41

94% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 147

31% more funds holding in top 10

Funds holding in top 10: 84110 (+26)

15% more capital invested

Capital invested by funds: $6.29B → $7.23B (+$939M)

11% more funds holding

Funds holding: 551611 (+60)

0.89% more ownership

Funds ownership: 56.9%57.79% (+0.89%)

Holders
611
Holders Change
+60
Holders Change %
+10.89%
% of All Funds
10.29%
Holding in Top 10
110
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.95%
% of All Funds
1.85%
New
109
Increased
285
Reduced
147
Closed
41
Calls
$4.82M
Puts
Net Calls
+$4.82M
Net Calls Change
+$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$3.44M +$1.37M +13,225 +64%
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$3.4M +$758K +7,338 +28%
IWC
228
Integrated Wealth Concepts
Massachusetts
$3.39M -$1.1M -10,622 -24%
IAIM
229
Industrial Alliance Investment Management
Quebec, Canada
$3.38M +$581K +5,625 +20%
CFMC
230
Curbstone Financial Management Corp
New Hampshire
$3.32M -$294K -2,850 -8%
SBL
231
Sargent Bickham Lagudis
Colorado
$3.3M +$2.13M +20,609 +173%
RF
232
Resolute Financial
Massachusetts
$3.29M +$994K +9,631 +42%
TSA
233
Tri-Star Advisors
Texas
$3.22M +$3.27M +31,657 New
SSW
234
Stone Summit Wealth
Florida
$3.22M -$86.6K -839 -3%
FCIM
235
Fairview Capital Investment Management
California
$3.21M
SSIM
236
Sheets Smith Investment Management
Texas
$3.2M -$2.09M -20,204 -39%
RA
237
RFG Advisory
Alabama
$3.2M +$3.28M +31,741 New
BAM
238
Belpointe Asset Management
Nevada
$3.19M -$138K -1,336 -4%
NB
239
NBT Bank
New York
$3.16M +$1.39M +13,435 +76%
UWM
240
USAdvisors Wealth Management
Minnesota
$3.16M +$3.22M +31,144 New
MCP
241
Martin Capital Partners
Oregon
$3.1M -$2.06K -20 -0.1%
WT
242
Washington Trust
Rhode Island
$3.07M +$142K +1,379 +5%
MTWM
243
Masso Torrence Wealth Management
New Jersey
$3.06M +$388K +3,755 +14%
SWM
244
Spire Wealth Management
Virginia
$3.02M -$928K -8,989 -23%
TNBTD
245
Trustmark National Bank Trust Department
Mississippi
$2.98M -$6.82M -66,099 -69%
FNBOH
246
First National Bank of Hutchinson
Kansas
$2.97M +$163K +1,580 +6%
LNC
247
Lincoln National Corp
Pennsylvania
$2.96M -$136K -1,314 -4%
SWA
248
Sightline Wealth Advisors
Connecticut
$2.95M -$1.11M -10,790 -27%
EWMCB
249
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.91M +$352K +3,406 +13%
RFN
250
RDA Financial Network
Iowa
$2.81M -$82K -794 -3%