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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
PCMM
301
Piedmont Capital Management (Montana)
Montana
$1.75M +$15.4K +149 +0.9%
PGAM
302
Princeton Global Asset Management
New Jersey
$1.7M +$80.5K +780 +5%
PBO
303
Peoples Bank (Ohio)
Ohio
$1.66M
MWM
304
Mattern Wealth Management
Kansas
$1.62M +$1.65M +15,952 New
MWM
305
Meridian Wealth Management
Kentucky
$1.58M -$87.6K -848 -5%
CCM
306
Coldstream Capital Management
Washington
$1.55M +$1.27M +12,257 +409%
BTWM
307
Baker Tilly Wealth Management
Wisconsin
$1.52M +$24.4K +236 +2%
LWP
308
Lumature Wealth Partners
Georgia
$1.51M +$1.54M +14,908 New
FA
309
Forefront Analytics
Pennsylvania
$1.48M
DZ Bank
310
DZ Bank
Germany
$1.46M
FPB
311
First PREMIER Bank
South Dakota
$1.46M +$9.29K +90 +0.6%
AAS
312
Ameritas Advisory Services
Nebraska
$1.46M +$942K +9,120 +174%
Millennium Management
313
Millennium Management
New York
$1.46M -$1.69M -16,327 -53%
FPS
314
Fieldpoint Private Securities
Connecticut
$1.42M -$56K -542 -4%
LFA
315
LifeGuide Financial Advisors
Pennsylvania
$1.39M -$322K -3,116 -19%
WAM
316
WealthTrust Asset Management
Florida
$1.38M +$839K +8,127 +149%
SWA
317
Stratos Wealth Advisors
Ohio
$1.38M +$490K +4,750 +54%
ZIM
318
Zacks Investment Management
Illinois
$1.37M -$155K -1,505 -10%
CAWM
319
Capital Advisors Wealth Management
Washington
$1.35M +$901K +8,723 +188%
SI
320
Stephens Inc
Arkansas
$1.33M +$684K +6,629 +103%
MG
321
Mather Group
Illinois
$1.31M +$694K +6,724 +109%
TRIA
322
Trail Ridge Investment Advisors
Colorado
$1.3M -$71.5K -693 -5%
GWM
323
Grand Wealth Management
Michigan
$1.29M -$9.09K -88 -0.7%
JWCA
324
J.W. Cole Advisors
Florida
$1.29M +$83.5K +809 +7%
WP
325
Wealthspan Partners
Iowa
$1.28M +$373K +3,611 +40%