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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
FANJ
351
Financial Architects (New Jersey)
New Jersey
$967K +$1.01M +10,063 New
DIM
352
Delta Investment Management
California
$960K +$1M +9,993 New
SWP
353
Strategic Wealth Partners
Ohio
$951K +$104K +1,041 +12%
PWA
354
Physician Wealth Advisors
Utah
$941K +$28K +280 +3%
SBL
355
Sargent Bickham Lagudis
Colorado
$933K -$2.28M -22,815 -70%
RBCM
356
Raub Brock Capital Management
California
$932K
SGCA
357
Steel Grove Capital Advisors
Tennessee
$929K
UAS
358
United Asset Strategies
New York
$911K -$68.5K -684 -7%
RCAG
359
Rehmann Capital Advisory Group
Michigan
$907K +$42.9K +428 +5%
LRPA
360
L. Roy Papp & Associates
Arizona
$903K
T
361
TCWP
Ohio
$893K +$931K +9,296 New
LG
362
Lane Generational
Massachusetts
$885K +$355K +3,544 +63%
IC
363
Innealta Capital
Texas
$874K
TA
364
Tiedemann Advisors
New York
$857K +$893K +8,918 New
KFS
365
Kelly Financial Services
Massachusetts
$855K +$891K +8,900 New
GWM
366
Geneos Wealth Management
Colorado
$850K +$278K +2,772 +46%
Allianz Asset Management
367
Allianz Asset Management
Germany
$839K
AFP
368
Ausdal Financial Partners
Iowa
$834K -$87.5K -874 -9%
WP
369
Wealthspan Partners
Iowa
$830K -$404K -4,032 -32%
AWM
370
Alterna Wealth Management
Texas
$829K
APA
371
American Portfolios Advisors
New York
$826K -$910K -9,086 -51%
AWA
372
Archvest Wealth Advisors
California
$805K +$838K +8,371 New
KFGK
373
Keystone Financial Group (Kentucky)
Kentucky
$802K -$144K -1,440 -15%
RFN
374
Redwood Financial Network
Ohio
$797K +$210K +2,101 +34%
Susquehanna International Group
375
Susquehanna International Group
Pennsylvania
$791K +$824K +8,231 New