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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
WEPOG
276
Wealth Enhancement & Preservation of GA
Georgia
$2.16M +$2.19M +21,258 New
TLFA
277
True Link Financial Advisors
California
$2.15M
CWC
278
Carolinas Wealth Consulting
North Carolina
$2.14M +$1.95M +18,880 +842%
BFA
279
Beacon Financial Advisory
Ohio
$2.13M +$103K +1,000 +5%
JPLA
280
Joseph P. Lucia & Associates
New York
$2.1M +$2.14M +20,686 New
EA
281
Eudaimonia Advisors
Tennessee
$2.07M +$770K +7,456 +58%
CA
282
Cambridge Associates
Massachusetts
$2.02M -$304K -2,947 -13%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$2.01M -$1.44M -13,951 -41%
Lido Advisors
284
Lido Advisors
California
$2M -$3.37M -32,646 -62%
HGWM
285
Horst & Graben Wealth Management
Oregon
$1.99M -$52.7K -510 -3%
TC
286
Titleist Capital
Texas
$1.96M +$211K +2,046 +12%
SC
287
Slow Capital
California
$1.95M +$1.52M +14,737 +330%
BCPWM
288
Bradley & Co Private Wealth Management
Florida
$1.92M +$1.32M +12,740 +207%
Citigroup
289
Citigroup
New York
$1.91M -$155K -1,497 -7%
PPW
290
Pinnacle Private Wealth
Massachusetts
$1.89M +$721K +6,984 +60%
WIA
291
World Investment Advisors
California
$1.89M -$219K -2,120 -10%
1WA
292
180 Wealth Advisors
Washington
$1.88M -$70.7K -685 -4%
ARC
293
Advisor Resource Council
Texas
$1.86M +$1.89M +18,299 New
CIR
294
Clear Investment Research
Georgia
$1.84M +$101K +981 +6%
CWG
295
Crown Wealth Group
North Carolina
$1.83M +$533K +5,158 +40%
PWM
296
Perigon Wealth Management
California
$1.83M +$856K +8,291 +85%
APA
297
American Portfolios Advisors
New York
$1.79M -$1.51M -14,612 -45%
BSW
298
Buckingham Strategic Wealth
Missouri
$1.77M -$15.8K -153 -0.9%
FWA
299
FOCUS Wealth Advisors
Texas
$1.75M +$1.78M +17,264 New
JCIA
300
Jackson Creek Investment Advisors
Colorado
$1.75M +$42.8K +415 +3%