We are live on ! Find out more
STIP icon

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
RSWM
326
Robertson Stephens Wealth Management
California
$1.17M +$855K +8,535 +233%
CPA
327
Cardiff Park Advisors
California
$1.16M +$311K +3,108 +35%
PIA
328
Pinion Investment Advisors
Kansas
$1.16M +$214K +2,134 +21%
WWA
329
WC Walker & Associates
California
$1.16M +$1.19M +11,925 New
PWM
330
PBMares Wealth Management
Virginia
$1.16M +$15.3K +153 +1%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$1.15M +$343K +3,423 +40%
LIM
332
Leavell Investment Management
Alabama
$1.15M +$1.2M +11,956 New
AWA
333
Aquire Wealth Advisors
Utah
$1.15M +$5.81K +58 +0.5%
RJT
334
Raymond James Trust
Florida
$1.14M +$321K +3,206 +37%
MG
335
Mather Group
Illinois
$1.12M -$120K -1,198 -9%
KBFS
336
Kohmann Bosshard Financial Services
Ohio
$1.11M +$483K +4,820 +71%
WF
337
Williams Financial
Vermont
$1.11M -$8.49M -84,824 -88%
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$1.08M +$514K +5,133 +84%
CPIG
339
Chicago Partners Investment Group
Illinois
$1.07M +$1.11M +11,075 New
MCG
340
McCollum Christoferson Group
New York
$1.05M +$159K +1,585 +17%
DC
341
Davenport & Co
Virginia
$1.04M -$7.21K -72 -0.7%
CA
342
Calton & Associates
Florida
$1.04M +$1.08M +10,794 New
SIAM
343
Sterling Investment Advisors (Missouri)
Missouri
$1.03M +$64.9K +648 +6%
IAN
344
Integrated Advisors Network
Texas
$1.02M -$7.01K -70 -0.7%
JSW
345
Journey Strategic Wealth
New Jersey
$1.02M +$1.06M +10,623 New
FFA
346
Founders Financial Alliance
North Carolina
$1.02M +$82.4K +823 +8%
PIMG
347
Patriot Investment Management Group
Tennessee
$997K +$762K +7,604 +274%
AFAS
348
Acorn Financial Advisory Services
Virginia
$996K +$154K +1,535 +17%
SEP
349
Southland Equity Partners
Missouri
$991K -$81.3K -812 -7%
CAG
350
Csenge Advisory Group
Florida
$985K -$1.56M -15,567 -60%