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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
EA
276
Eudaimonia Advisors
Tennessee
$2.1M +$143K +1,429 +7%
QCIG
277
Quad-Cities Investment Group
Iowa
$2.08M -$118K -1,182 -5%
BSW
278
Buckingham Strategic Wealth
Missouri
$2.08M +$426K +4,249 +24%
JPLA
279
Joseph P. Lucia & Associates
New York
$2.06M +$72.1K +720 +3%
SC
280
Slow Capital
California
$2.03M +$194K +1,934 +10%
AIM
281
Arcadia Investment Management
Michigan
$2.01M -$321K -3,207 -13%
MFG
282
Merit Financial Group
Georgia
$2.01M +$2.1M +20,923 New
BFA
283
Beacon Financial Advisory
Ohio
$1.99M -$37.1K -370 -2%
Millennium Management
284
Millennium Management
New York
$1.98M +$626K +6,251 +44%
AAS
285
Ameritas Advisory Services
Nebraska
$1.95M +$596K +5,953 +41%
BAM
286
Belpointe Asset Management
Nevada
$1.88M -$1.19M -11,856 -38%
GWM
287
Grand Wealth Management
Michigan
$1.88M +$681K +6,804 +53%
MWM
288
Mattern Wealth Management
Kansas
$1.82M +$304K +3,035 +19%
RC
289
Roundview Capital
New Jersey
$1.82M +$1.9M +18,943 New
ASN
290
Advisory Services Network
Georgia
$1.8M +$1.09M +10,878 +139%
WA
291
Wambolt & Associates
Colorado
$1.79M +$1.09M +10,889 +142%
USCWA
292
U.S. Capital Wealth Advisors
Texas
$1.72M -$1.85M -18,446 -51%
PCMM
293
Piedmont Capital Management (Montana)
Montana
$1.7M +$40.6K +405 +2%
FWA
294
FOCUS Wealth Advisors
Texas
$1.65M -$5.41K -54 -0.3%
1WA
295
180 Wealth Advisors
Washington
$1.64M -$133K -1,328 -7%
JCIA
296
Jackson Creek Investment Advisors
Colorado
$1.64M +$5.71K +57 +0.3%
FNBOH
297
First National Bank of Hutchinson
Kansas
$1.63M -$1.23M -12,318 -42%
PGAM
298
Princeton Global Asset Management
New Jersey
$1.6M -$10.5K -105 -0.6%
PBO
299
Peoples Bank (Ohio)
Ohio
$1.57M
SF
300
Synovus Financial
Georgia
$1.57M -$1.01M -10,043 -38%