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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
SFG
326
StrategIQ Financial Group
Indiana
$1.28M +$459K +4,442 +54%
CRI
327
Colonial River Investments
Virginia
$1.21M +$1.23M +11,950 New
PWM
328
PBMares Wealth Management
Virginia
$1.21M -$31.6K -306 -3%
AWA
329
Aquire Wealth Advisors
Utah
$1.2M -$39.6K -384 -3%
AWA
330
Acorn Wealth Advisors
Michigan
$1.2M -$111K -1,072 -8%
Franklin Resources
331
Franklin Resources
California
$1.18M +$107K +1,040 +10%
ASW
332
Astoria Strategic Wealth
Texas
$1.17M +$61.7K +598 +5%
MBT
333
Montecito Bank & Trust
California
$1.16M +$580K +5,613 +96%
SEP
334
Southland Equity Partners
Missouri
$1.13M +$112K +1,086 +11%
FHA
335
First Horizon Advisors
Tennessee
$1.12M +$974K +9,431 +572%
DC
336
Davenport & Co
Virginia
$1.1M +$723 +7 +0.1%
SC
337
Scotia Capital
Ontario, Canada
$1.1M +$557K +5,394 +99%
IAN
338
Integrated Advisors Network
Texas
$1.09M +$596K +5,771 +117%
AOWM
339
Alpha Omega Wealth Management
Virginia
$1.07M +$144K +1,397 +15%
EPA
340
Element Pointe Advisors
Florida
$1.06M
UAS
341
United Asset Strategies
New York
$1.03M -$112K -1,086 -10%
SIAM
342
Sterling Investment Advisors (Missouri)
Missouri
$1.02M -$214K -2,077 -17%
PIA
343
Pinion Investment Advisors
Kansas
$1.01M +$108K +1,046 +12%
KFGK
344
Keystone Financial Group (Kentucky)
Kentucky
$993K -$4.13K -40 -0.4%
WJA
345
Willis Johnson & Associates
Texas
$993K +$42.7K +414 +4%
CF
346
Centaurus Financial
California
$990K +$515K +4,986 +104%
FFA
347
Founders Financial Alliance
North Carolina
$990K +$998K +9,664 +10,504%
EP
348
Eudaimonia Partners
Tennessee
$985K +$321K +3,110 +47%
RBCM
349
Raub Brock Capital Management
California
$984K +$1M +9,700 New
SGCA
350
Steel Grove Capital Advisors
Tennessee
$981K +$20.6K +200 +2%