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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
Goldman Sachs
351
Goldman Sachs
New York
$977K -$13.1K -127 -1%
AFP
352
Ausdal Financial Partners
Iowa
$969K +$626K +6,068 +174%
PWA
353
Physician Wealth Advisors
Utah
$960K +$187K +1,810 +24%
TIM
354
Tortoise Investment Management
New York
$955K
SW
355
StrongBox Wealth
Missouri
$955K +$18.1K +175 +2%
LRPA
356
L. Roy Papp & Associates
Arizona
$953K
MCG
357
McCollum Christoferson Group
New York
$948K
PTC
358
Private Trust Company
Ohio
$941K +$957K +9,274 New
RF
359
RHS Financial
California
$929K +$51K +494 +6%
IC
360
Innealta Capital
Texas
$922K -$2.9M -28,109 -76%
RCAG
361
Rehmann Capital Advisory Group
Michigan
$914K +$344K +3,335 +59%
CPA
362
Cardiff Park Advisors
California
$911K +$500K +4,847 +117%
AFAS
363
Acorn Financial Advisory Services
Virginia
$898K -$17.6K -170 -2%
SWP
364
Strategic Wealth Partners
Ohio
$898K +$429K +4,157 +88%
TCM
365
TD Capital Management
Tennessee
$893K -$361K -3,500 -28%
Allianz Asset Management
366
Allianz Asset Management
Germany
$885K +$901K +8,730 New
AWM
367
Alterna Wealth Management
Texas
$875K
RJT
368
Raymond James Trust
Florida
$875K +$218K +2,110 +32%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$867K -$254K -2,462 -22%
SS
370
Simplicity Solutions
Minnesota
$828K +$50.4K +488 +6%
DAS
371
Dynamic Advisor Solutions
Arizona
$826K +$527K +5,106 +168%
FW
372
FirstPurpose Wealth
Utah
$815K +$407K +3,943 +96%
FP
373
Financial Perspectives
Minnesota
$810K -$150K -1,450 -15%
MRWM
374
ML&R Wealth Management
Texas
$805K +$20.6K +200 +3%
NAS
375
Nicolet Advisory Services
Wisconsin
$798K -$266K -2,573 -25%