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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
LWP
301
Lumature Wealth Partners
Georgia
$1.56M +$135K +1,349 +9%
MWM
302
Meridian Wealth Management
Kentucky
$1.54M +$36.3K +362 +2%
TC
303
Titleist Capital
Texas
$1.51M -$358K -3,573 -18%
BTWM
304
Baker Tilly Wealth Management
Wisconsin
$1.49M +$45.1K +450 +3%
CIR
305
Clear Investment Research
Georgia
$1.49M -$268K -2,674 -15%
OMC
306
Old Mission Capital
Illinois
$1.49M +$1.55M +15,457 New
HF
307
HRT Financial
New York
$1.44M +$1.5M +14,975 New
FHA
308
First Horizon Advisors
Tennessee
$1.42M +$372K +3,718 +34%
SFS
309
Sowell Financial Services
Arkansas
$1.42M +$1.48M +14,775 New
FPB
310
First PREMIER Bank
South Dakota
$1.41M +$31.4K +314 +2%
FA
311
Forefront Analytics
Pennsylvania
$1.41M
TRIA
312
Trail Ridge Investment Advisors
Colorado
$1.4M +$160K +1,593 +12%
VWA
313
VERITY Wealth Advisors
United States
$1.39M +$1.06M +10,607 +275%
DZ Bank
314
DZ Bank
Germany
$1.37M
JWCA
315
J.W. Cole Advisors
Florida
$1.36M +$144K +1,440 +11%
NL
316
NWAM LLC
Washington
$1.34M +$1.05M +10,533 +306%
MBT
317
Montecito Bank & Trust
California
$1.34M +$250K +2,494 +22%
LFA
318
LifeGuide Financial Advisors
Pennsylvania
$1.34M +$23.9K +239 +2%
SHWM
319
Smith & Howard Wealth Management
Georgia
$1.31M -$1.07M -10,656 -44%
AWS
320
AJ Wealth Strategies
New York
$1.3M +$1.36M +13,538 New
DY
321
Dowling & Yahnke
California
$1.3M -$1.35M -13,490 -50%
WAM
322
WealthTrust Asset Management
Florida
$1.29M -$17.8K -178 -1%
SWA
323
Stratos Wealth Advisors
Ohio
$1.21M -$92.6K -925 -7%
AWA
324
Acorn Wealth Advisors
Michigan
$1.19M +$53.6K +535 +5%
SC
325
Scotia Capital
Ontario, Canada
$1.18M +$137K +1,372 +13%