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iShares 0-5 Year TIPS Bond ETF

583 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 287 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,470% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $10K

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

4% less funds holding

Funds holding: 609583 (-26)

4.49% less ownership

Funds ownership: 64.88%60.39% (-4.5%)

27% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 56

27% less capital invested

Capital invested by funds: $7.86B → $5.72B (-$2.13B)

35% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 287

Holders
583
Holders Change
-26
Holders Change %
-4.27%
% of All Funds
9.25%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.95%
New
41
Increased
187
Reduced
287
Closed
56
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
351
Lodestar Private Asset Management
California
$690K -$251K -2,588 -27%
RFWA
352
RPg Family Wealth Advisory
Massachusetts
$683K -$484K -4,984 -41%
PWM
353
PBMares Wealth Management
Virginia
$674K -$99.1K -1,020 -13%
LHWM
354
Lake Hills Wealth Management
Texas
$674K +$23.8K +245 +4%
WKWM
355
Walter & Keenan Wealth Management
Indiana
$674K -$748K -7,700 -53%
UAS
356
United Asset Strategies
New York
$669K +$23.1K +238 +4%
VNB
357
Virginia National Bank
Virginia
$646K -$76.1K -783 -11%
AIP
358
Almanack Investment Partners
Pennsylvania
$643K -$19.3M -199,116 -97%
TSS
359
Two Sigma Securities
New York
$639K +$107K +1,105 +20%
TDWM
360
Topel & Distasi Wealth Management
California
$625K
LWM
361
Lodestone Wealth Management
Washington
$608K -$6.61K -68 -1%
EW
362
Evoke Wealth
California
$604K +$304K +3,133 +101%
GW
363
GW & Wade
Massachusetts
$594K -$109K -1,126 -16%
TNBTD
364
Trustmark National Bank Trust Department
Mississippi
$585K -$122K -1,252 -17%
WS
365
Wedbush Securities
California
$583K -$147K -1,515 -20%
FA
366
Fortis Advisors
Pennsylvania
$582K +$6.02K +62 +1%
IWN
367
Independent Wealth Network
Iowa
$580K +$54.3K +559 +10%
RFG
368
RFP Financial Group
Georgia
$568K -$8.62M -88,725 -94%
CAG
369
Csenge Advisory Group
Florida
$567K -$102K -1,049 -15%
CPA
370
Cardiff Park Advisors
California
$545K +$5.63K +58 +1%
SFC
371
Strategic Financial Concepts
Texas
$541K
LBC
372
Lowe Brockenbrough & Co
Virginia
$532K -$21.4K -220 -4%
KA
373
Kovack Advisors
Florida
$531K +$66.8K +688 +14%
TWA
374
TCI Wealth Advisors
Arizona
$526K -$881K -9,072 -63%
FW
375
FirstPurpose Wealth
Utah
$521K -$245K -2,521 -32%