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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
CIA
276
Cape Investment Advisory
Georgia
$1.19M +$14.1K +145 +1%
SP
277
Successful Portfolios
Florida
$1.19M +$142K +1,458 +14%
GWM
278
Geneos Wealth Management
Colorado
$1.18M -$254K -2,613 -18%
EWA
279
EP Wealth Advisors
California
$1.18M -$14.1M -144,833 -92%
DA
280
Drake & Associates
Wisconsin
$1.18M +$50.7K +522 +4%
JCIA
281
Jackson Creek Investment Advisors
Colorado
$1.17M +$2.14K +22 +0.2%
SWM
282
Sugarloaf Wealth Management
Georgia
$1.17M +$244K +2,510 +26%
FFN
283
Focus Financial Network
Minnesota
$1.15M -$12.2K -126 -1%
PP
284
Prosperity Planning
Missouri
$1.13M
GJIA
285
Glass Jacobson Investment Advisors
Maryland
$1.13M +$126K +1,299 +13%
AWA
286
Aquire Wealth Advisors
Utah
$1.12M
SEP
287
Southland Equity Partners
Missouri
$1.12M -$19.8K -204 -2%
TFA
288
Toth Financial Advisory
Virginia
$1.12M -$672K -6,920 -38%
CTA
289
Chesley Taft & Associates
Illinois
$1.11M -$1.55M -15,955 -58%
SWM
290
Seed Wealth Management
Illinois
$1.09M -$217K -2,230 -16%
FPB
291
First PREMIER Bank
South Dakota
$1.08M +$45K +463 +4%
CL
292
Choreo LLC
Illinois
$1.08M -$59K -607 -5%
LNC
293
Lincoln National Corp
Pennsylvania
$1.07M -$703K -7,240 -40%
QCIG
294
Quad-Cities Investment Group
Iowa
$1.06M -$917K -9,443 -46%
WAM
295
WNY Asset Management
New York
$1.05M -$271K -2,788 -20%
SF
296
Synovus Financial
Georgia
$1.05M -$22.9K -236 -2%
AWAU
297
Alliance Wealth Advisors (Utah)
Utah
$1.05M -$947K -9,749 -47%
CW
298
CreativeOne Wealth
Kansas
$1.03M -$260K -2,679 -20%
MWM
299
Mattern Wealth Management
Kansas
$1.02M -$4.11M -42,330 -80%
ASFA
300
All Season Financial Advisors
Colorado
$1.02M -$44.4K -457 -4%