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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
Jane Street
251
Jane Street
New York
-$3.46M -34,659 Closed
ET
252
Equitable Trust
Tennessee
-$2.59M -25,947 Closed
VRM
253
Vectors Research Management
New York
-$2.13M -21,302 Closed
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
-$1.43M -14,338 Closed
AI
255
Atria Investments
North Carolina
-$1.18M -11,800 Closed
FGAM
256
Financial Gravity Asset Management
Texas
-$207K -11,139 Closed
DIM
257
Delta Investment Management
California
-$766K -7,676 Closed
LFPWM
258
Leicht Financial Planning & Wealth Management
New Jersey
-$573K -5,737 Closed
S
259
Surevest
California
-$515K -5,152 Closed
IWA
260
Independence Wealth Advisors
Virginia
-$475K -4,758 Closed
BWA
261
Beam Wealth Advisors
Louisiana
-$434K -4,341 Closed
TSS
262
Two Sigma Securities
New York
-$400K -4,008 Closed
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$325K -3,252 Closed
CCA
264
Clearwater Capital Advisors
Illinois
-$316K -3,168 Closed
IWM
265
IHT Wealth Management
Illinois
-$316K -3,160 Closed
WS
266
Wedbush Securities
California
-$228K -2,279 Closed
DWM
267
Darwin Wealth Management
Florida
-$220K -2,216 Closed
AFP
268
Ausdal Financial Partners
Iowa
-$209K -2,080 Closed
NFG
269
Next Financial Group
Texas
-$89K -889 Closed
SAM
270
S.A. Mason
Michigan
-$26K -260 Closed
BII
271
Bainco International Investors
Massachusetts
-$24K -244 Closed
AIC
272
Ameritas Investment Company
Nebraska
-$23K -231 Closed
GI
273
Gradient Investments
Minnesota
-$22K -221 Closed
SMFS
274
Squar Milner Financial Services
California
-$16K -161 Closed
DOA
275
D'Orazio & Associates
Virginia
-$10K -100 Closed