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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
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$618K -$279K -2,706 -31%
GWM
402
Geneos Wealth Management
Colorado
$618K +$227K +2,199 +57%
ASFA
403
All Season Financial Advisors
Colorado
$617K +$83.8K +812 +15%
AFS
404
Axiom Financial Strategies
Indiana
$615K +$626K +6,065 New
CA
405
CGN Advisors
Kansas
$614K -$18.3K -177 -3%
TCM
406
Triumph Capital Management
Colorado
$610K -$21.4K -207 -3%
KWM
407
Keebeck Wealth Management
Illinois
$608K -$35.6K -345 -5%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$597K +$607K +5,884 New
SFM
409
Signet Financial Management
New Jersey
$593K +$327K +3,166 +118%
SHIM
410
Stone House Investment Management
Pennsylvania
$584K +$219K +2,117 +58%
GIA
411
Gladstone Institutional Advisory
Florida
$584K +$296K +2,870 +99%
OIA
412
OneDigital Investment Advisors
Kansas
$579K -$24.4K -236 -4%
FA
413
Fortis Advisors
Pennsylvania
$579K +$13.5K +131 +2%
SP
414
Successful Portfolios
Florida
$576K +$2.58K +25 +0.4%
LG
415
Lane Generational
Massachusetts
$574K -$175K -1,698 -23%
FCA
416
FinTrust Capital Advisors
South Carolina
$560K -$57.9K -561 -9%
SPA
417
Sentinel Pension Advisors
Massachusetts
$554K -$2.97M -28,769 -84%
CIA
418
Capital Investment Advisors
Georgia
$554K -$2.79K -27 -0.5%
BW
419
Bison Wealth
Georgia
$542K -$35.5K -344 -6%
WEG
420
World Equity Group
Illinois
$529K +$538K +5,215 New
SCA
421
Sage Capital Advisors
South Dakota
$527K -$269K -2,606 -33%
ED
422
Exane Derivatives
France
$526K +$245K +2,370 +84%
HWM
423
Hohimer Wealth Management
Washington
$520K -$51.6K -500 -9%
OWA
424
Octavia Wealth Advisors
Ohio
$509K +$207K +2,007 +67%
MCM
425
Mattern Capital Management
Colorado
$506K +$30K +291 +6%