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iShares 0-5 Year TIPS Bond ETF

658 hedge funds and large institutions have $9.23B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,273% more call options, than puts

Call options by funds: $8.92M | Put options by funds: $204K

49% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 84

34% more capital invested

Capital invested by funds: $6.9B → $9.23B (+$2.33B)

12.2% more ownership

Funds ownership: 57.93%70.14% (+12%)

5% more funds holding

Funds holding: 629658 (+29)

7% less funds holding in top 10

Funds holding in top 10: 9487 (-7)

10% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 248

Holders
658
Holders Change
+29
Holders Change %
+4.61%
% of All Funds
10.58%
Holding in Top 10
87
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.45%
% of All Funds
1.4%
New
125
Increased
222
Reduced
248
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$1.78M -$502K -5,164 -22%
CCA
302
Column Capital Advisors
Indiana
$1.76M +$1.76M +18,140 New
SF
303
Synovus Financial
Georgia
$1.76M +$168K +1,726 +11%
PCA
304
Prosperity Capital Advisors
Ohio
$1.76M +$1.76M +18,115 New
EA
305
Eudaimonia Advisors
Tennessee
$1.75M -$367K -3,779 -17%
FA
306
Forefront Analytics
Pennsylvania
$1.74M +$326K +3,359 +23%
WWP
307
WR Wealth Planners
Missouri
$1.74M -$2.89M -29,715 -62%
PCMM
308
Piedmont Capital Management (Montana)
Montana
$1.72M +$8.84K +91 +0.5%
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$1.7M +$1.71M +17,552 New
AFG
310
Altiora Financial Group
Ohio
$1.68M +$1.69M +17,363 New
FWA
311
FOCUS Wealth Advisors
Texas
$1.66M -$6.7K -69 -0.4%
AWAU
312
Alliance Wealth Advisors (Utah)
Utah
$1.65M +$1.65M +16,985 New
CRI
313
Colonial River Investments
Virginia
$1.65M -$535K -5,503 -24%
LIM
314
Leavell Investment Management
Alabama
$1.63M +$476K +4,896 +41%
CS
315
Comerica Securities
Michigan
$1.61M -$8.14M -83,801 -83%
FNBOH
316
First National Bank of Hutchinson
Kansas
$1.6M -$44.7K -460 -3%
SFS
317
Sowell Financial Services
Arkansas
$1.59M +$154K +1,580 +11%
TRIA
318
Trail Ridge Investment Advisors
Colorado
$1.56M +$166K +1,707 +12%
PGAM
319
Princeton Global Asset Management
New Jersey
$1.56M -$57.9K -596 -4%
MTWM
320
Masso Torrence Wealth Management
New Jersey
$1.54M -$1.7M -17,516 -52%
ATPW
321
Ashton Thomas Private Wealth
Arizona
$1.54M -$853K -8,782 -36%
FPB
322
First PREMIER Bank
South Dakota
$1.45M +$25.5K +262 +2%
CA
323
Continuum Advisory
Idaho
$1.4M -$1.84M -18,933 -57%
BAM
324
Belpointe Asset Management
Nevada
$1.39M -$509K -5,240 -27%
NWM
325
Northwest Wealth Management
Iowa
$1.39M +$679K +6,984 +95%