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iShares 0-5 Year TIPS Bond ETF

629 hedge funds and large institutions have $6.9B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 263 increasing their positions, 205 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,921% more call options, than puts

Call options by funds: $9.13M | Put options by funds: $452K

46% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 63

28% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 205

3% more funds holding

Funds holding: 611629 (+18)

0.15% more ownership

Funds ownership: 57.79%57.93% (+0.15%)

5% less capital invested

Capital invested by funds: $7.23B → $6.9B (-$333M)

15% less funds holding in top 10

Funds holding in top 10: 11094 (-16)

Holders
629
Holders Change
+18
Holders Change %
+2.95%
% of All Funds
10.84%
Holding in Top 10
94
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.55%
% of All Funds
1.62%
New
92
Increased
263
Reduced
205
Closed
63
Calls
$9.13M
Puts
$452K
Net Calls
+$8.68M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
226
HBW Advisory Services
California
$3.27M -$41K -409 -1%
WT
227
Washington Trust
Rhode Island
$3.24M +$344K +3,435 +11%
IWC
228
Integrated Wealth Concepts
Massachusetts
$3.24M +$30.6K +306 +0.9%
MTWM
229
Masso Torrence Wealth Management
New Jersey
$3.21M +$330K +3,295 +11%
CA
230
Continuum Advisory
Idaho
$3.2M -$145K -1,449 -4%
AAP
231
Arax Advisory Partners
Colorado
$3.19M -$1.22M -12,199 -27%
RA
232
RFG Advisory
Alabama
$3.17M +$92.8K +927 +3%
TSA
233
Tri-Star Advisors
Texas
$3.16M +$97.8K +977 +3%
UWM
234
USAdvisors Wealth Management
Minnesota
$3.16M +$175K +1,748 +6%
PPW
235
Pasadena Private Wealth
California
$3.15M -$1.37M -13,664 -29%
FCIM
236
Fairview Capital Investment Management
California
$3.13M +$91.1K +910 +3%
CFMC
237
Curbstone Financial Management Corp
New Hampshire
$3.05M -$100K -1,000 -3%
TWP
238
Tower Wealth Partners
Pennsylvania
$3.04M +$3.13M +31,270 New
MAG
239
MRA Advisory Group
New Jersey
$3.04M +$919K +9,176 +41%
NRI
240
NFP Retirement Inc
California
$3.03M -$1.15M -11,522 -27%
FF
241
Friedenthal Financial
New Jersey
$3.01M -$10.1M -101,083 -76%
LNC
242
Lincoln National Corp
Pennsylvania
$2.97M +$169K +1,685 +6%
RF
243
Resolute Financial
Massachusetts
$2.95M -$175K -1,746 -5%
PPW
244
Parcion Private Wealth
Washington
$2.95M -$57.9M -578,558 -95%
EWMCB
245
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.77M +$16.4K +164 +0.6%
AOWM
246
Alpha Omega Wealth Management
Virginia
$2.72M +$1.78M +17,759 +169%
SSW
247
Stone Summit Wealth
Florida
$2.7M -$370K -3,690 -12%
CCFM
248
Clear Creek Financial Management
Washington
$2.69M -$1.56M -15,567 -36%
DWMG
249
DB Wealth Management Group
California
$2.67M +$132K +1,316 +5%
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$2.66M -$169K -1,691 -6%