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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
BFG
251
Baron Financial Group
New Jersey
$7.6K +$7.55K +73 New
PWMG
252
Prestige Wealth Management Group
New Jersey
$7K
FWM
253
Focused Wealth Management
New York
$6K
JP Morgan Chase
254
JP Morgan Chase
New York
$5K +$5.17K +50 New
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5K
HIA
256
Harbor Investment Advisory
Maryland
$4K +$4.14K +40 New
BW
257
Bison Wealth
Georgia
$3K
EI
258
Ellevest Inc
New York
$3K
FHA
259
Flagship Harbor Advisors
Massachusetts
$2K -$82.8K -800 -98%
VNA
260
Valley National Advisers
Pennsylvania
$2K
SXL
261
Summit X LLC
Missouri
$1.46K +$13.7K +132 +5%
JCM
262
Jacobi Capital Management
Pennsylvania
$1K -$724 -7 -35%
SPIA
263
Steward Partners Investment Advisory
New York
$1K
WIM
264
Westside Investment Management
California
$76
FTUS
265
Flow Traders U.S.
New York
-$1.27M -12,403 Closed
BP
266
Ballentine Partners
Massachusetts
-$1.24M -12,075 Closed
WAS
267
Wealth Advisory Solutions
Indiana
-$1.09M -10,627 Closed
GC
268
Garde Capital
Washington
-$538K -5,256 Closed
AO
269
Advisor OS
Illinois
-$477K -4,658 Closed
UWM
270
USAdvisors Wealth Management
Minnesota
-$278K -2,719 Closed
BMM
271
Berkshire Money Management
Massachusetts
-$244K -2,379 Closed
IAN
272
Integrated Advisors Network
Texas
-$241K -2,350 Closed
WA
273
Winfield Associates
Ohio
-$205K -2,000 Closed
OPS
274
Orion Portfolio Solutions
Nebraska
-$56K -550 Closed
PIMG
275
Patriot Investment Management Group
Tennessee
-$30.2K -295 Closed