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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
WE
376
Wealth Effects
Massachusetts
$790K +$824K +8,224 New
FP
377
Financial Perspectives
Minnesota
$767K
FW
378
FirstPurpose Wealth
Utah
$765K -$7.51K -75 -0.9%
PFS
379
Prospera Financial Services
Texas
$745K +$4.11K +41 +0.5%
HGWM
380
Horst & Graben Wealth Management
Oregon
$743K -$1.19M -11,858 -61%
OWM
381
Olympus Wealth Management
Utah
$732K +$763K +7,620 New
GRP
382
Global Retirement Partners
California
$732K +$121K +1,208 +19%
MRWM
383
ML&R Wealth Management
Texas
$729K -$34.7K -346 -4%
SFM
384
Signet Financial Management
New Jersey
$717K +$162K +1,616 +28%
PCM
385
Passive Capital Management
Maryland
$714K +$294K +2,931 +65%
NWM
386
Northwest Wealth Management
Iowa
$708K -$3.81K -38 -0.5%
SB
387
Strategic Blueprint
Georgia
$707K +$250K +2,495 +51%
RF
388
RHS Financial
California
$699K -$189K -1,888 -21%
GAA
389
Global Assets Advisory
Florida
$699K +$720K +7,186 New
SWM
390
Spire Wealth Management
Virginia
$684K -$2.27M -22,699 -76%
SWA
391
Sightline Wealth Advisors
Connecticut
$682K -$2.2M -22,011 -76%
GCA
392
Gradient Capital Advisors
California
$682K -$57.3K -572 -7%
KWM
393
Keebeck Wealth Management
Illinois
$679K +$107K +1,072 +18%
VNB
394
Virginia National Bank
Virginia
$679K +$707K +7,062 New
HNWA
395
Henrickson Nauta Wealth Advisors
Michigan
$673K +$20.5K +205 +3%
Invesco
396
Invesco
Georgia
$670K +$67.3K +672 +11%
ML
397
McAdam LLC
Pennsylvania
$660K -$89.5K -894 -12%
3F
398
360 Financial
Minnesota
$649K
EP
399
Eudaimonia Partners
Tennessee
$637K -$310K -3,091 -32%
MWM
400
Modera Wealth Management
New Jersey
$637K +$11.7K +117 +2%