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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
GC
251
Guggenheim Capital
Illinois
$2.65M +$587K +5,862 +27%
TCM
252
Tradewinds Capital Management
Washington
$2.65M +$2.77M +27,614 New
FA
253
Fermata Advisors
California
$2.65M -$17.5K -175 -0.6%
CF
254
Centaurus Financial
California
$2.6M +$1.73M +17,303 +177%
OAM
255
Occidental Asset Management
California
$2.6M +$97.9K +978 +4%
RPG
256
Resource Planning Group
Georgia
$2.57M +$523K +5,225 +24%
RFN
257
RDA Financial Network
Iowa
$2.55M -$119K -1,189 -4%
Citigroup
258
Citigroup
New York
$2.53M +$744K +7,430 +39%
TFA
259
Toth Financial Advisory
Virginia
$2.46M -$16.6K -166 -0.6%
IDA
260
Intelligence Driven Advisers
California
$2.45M +$2.53M +25,282 New
CA
261
Cambridge Associates
Massachusetts
$2.44M +$547K +5,466 +27%
BIM
262
Bullseye Investment Management
Ohio
$2.38M +$2.48M +24,767 New
BCPWM
263
Bradley & Co Private Wealth Management
Florida
$2.37M +$580K +5,790 +31%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$2.37M -$2.76M -27,518 -53%
PWM
265
Perigon Wealth Management
California
$2.36M +$653K +6,523 +36%
WIA
266
World Investment Advisors
California
$2.35M +$599K +5,980 +32%
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$2.32M +$1.95M +19,496 +424%
VWA
268
V Wealth Advisors
Kansas
$2.28M +$105K +1,046 +5%
KWM
269
Kingsview Wealth Management
Oregon
$2.27M +$139K +1,384 +6%
MAS
270
Madden Advisory Services
Florida
$2.26M +$61.7K +616 +3%
FAIM
271
Financial Advocates Investment Management
Washington
$2.18M -$148K -1,476 -6%
WWM
272
Western Wealth Management
Colorado
$2.17M -$159K -1,591 -7%
HPM
273
Hudson Portfolio Management
New York
$2.17M -$74.8K -747 -3%
CRI
274
Colonial River Investments
Virginia
$2.16M +$1.06M +10,538 +88%
TLFA
275
True Link Financial Advisors
California
$2.12M +$81.6K +815 +4%