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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
FA
251
Fermata Advisors
California
$2.81M +$1.7M +16,508 +147%
EWM
252
Empirical Wealth Management
Washington
$2.75M +$640K +6,197 +30%
DY
253
Dowling & Yahnke
California
$2.74M +$2.79M +27,020 New
SF
254
Synovus Financial
Georgia
$2.68M +$1M +9,717 +58%
DWMG
255
DB Wealth Management Group
California
$2.68M +$553K +5,354 +25%
OAM
256
Occidental Asset Management
California
$2.64M +$2.69M +26,023 New
PAS
257
Park Avenue Securities
New York
$2.63M +$543K +5,263 +25%
CAG
258
Csenge Advisory Group
Florida
$2.62M +$662K +6,413 +33%
WFS
259
Walker Financial Services
Kentucky
$2.62M +$2.66M +25,806 New
TFA
260
Toth Financial Advisory
Virginia
$2.62M +$418K +4,051 +19%
CL
261
CPWM LLC
Washington
$2.52M -$2.38M -23,060 -48%
KWM
262
KerberRose Wealth Management
Wisconsin
$2.5M +$2.55M +24,679 New
FAIM
263
Financial Advocates Investment Management
Washington
$2.48M -$1.14M -11,086 -31%
SHWM
264
Smith & Howard Wealth Management
Georgia
$2.47M +$23.8K +231 +1%
WWM
265
Western Wealth Management
Colorado
$2.45M +$1.57M +15,192 +168%
AIM
266
Arcadia Investment Management
Michigan
$2.45M +$71.8K +695 +3%
HPM
267
Hudson Portfolio Management
New York
$2.36M -$230K -2,230 -9%
MAS
268
Madden Advisory Services
Florida
$2.33M +$407K +3,944 +21%
QCIG
269
Quad-Cities Investment Group
Iowa
$2.32M +$861K +8,338 +57%
VWA
270
V Wealth Advisors
Kansas
$2.3M +$119K +1,152 +5%
MAG
271
MRA Advisory Group
New Jersey
$2.26M +$263K +2,546 +13%
KWM
272
Kingsview Wealth Management
Oregon
$2.25M +$1.35M +13,071 +144%
GC
273
Guggenheim Capital
Illinois
$2.21M +$245K +2,375 +12%
RPG
274
Resource Planning Group
Georgia
$2.18M +$2.22M +21,521 New
AWE
275
Avidian Wealth Enterprises
Texas
$2.17M +$1.87M +18,091 +549%