We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

583 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 287 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,470% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $10K

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

4% less funds holding

Funds holding: 609583 (-26)

4.49% less ownership

Funds ownership: 64.88%60.39% (-4.5%)

27% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 56

27% less capital invested

Capital invested by funds: $7.86B → $5.72B (-$2.13B)

35% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 287

Holders
583
Holders Change
-26
Holders Change %
-4.27%
% of All Funds
9.25%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.95%
New
41
Increased
187
Reduced
287
Closed
56
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
251
Breakwater Capital Group
New Jersey
$1.48M -$1.29M -13,227 -46%
GVAG
252
Great Valley Advisor Group
Delaware
$1.46M +$82.3K +847 +6%
EWMCB
253
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.46M -$1.64M -16,870 -53%
SWM
254
Selective Wealth Management
Virginia
$1.46M -$547K -5,630 -27%
CPIG
255
Chicago Partners Investment Group
Illinois
$1.45M -$20.2K -208 -1%
DE
256
Day & Ennis
Georgia
$1.45M -$530K -5,459 -27%
NWM
257
Northwest Wealth Management
Iowa
$1.42M +$21.3K +219 +2%
AFG
258
Altiora Financial Group
Ohio
$1.42M -$339K -3,488 -19%
PCM
259
Passive Capital Management
Maryland
$1.4M +$175K +1,800 +14%
CFG
260
Carr Financial Group
Massachusetts
$1.4M -$626K -6,441 -31%
DLCIG
261
D.L. Carlson Investment Group
New Hampshire
$1.39M +$123K +1,263 +10%
PGAM
262
Princeton Global Asset Management
New Jersey
$1.36M -$70.4K -725 -5%
DG
263
DMC Group
Alabama
$1.34M +$266K +2,733 +25%
DI
264
Disciplined Investments
Oklahoma
$1.34M -$311K -3,199 -19%
SPIA
265
Steward Partners Investment Advisory
New York
$1.33M -$631K -6,496 -32%
ATPW
266
Ashton Thomas Private Wealth
Arizona
$1.32M +$7.77K +80 +0.6%
SW
267
SVB Wealth
Massachusetts
$1.31M -$644K -6,630 -33%
SC
268
Savant Capital
Illinois
$1.28M -$135K -1,388 -9%
LA
269
Latitude Advisors
Florida
$1.27M +$26K +268 +2%
RF
270
RHS Financial
California
$1.24M +$435K +4,479 +54%
BFA
271
Beacon Financial Advisory
Ohio
$1.23M -$212K -2,184 -15%
SWM
272
Spire Wealth Management
Virginia
$1.23M -$105K -1,078 -8%
HIG
273
Heritage Investment Group
Florida
$1.22M +$1.23M +12,613 New
CA
274
Continuum Advisory
Idaho
$1.22M -$103K -1,064 -8%
JWCA
275
J.W. Cole Advisors
Florida
$1.2M -$60.5K -623 -5%