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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
SW
401
StrongBox Wealth
Missouri
$635K -$281K -2,810 -30%
CA
402
Clearstead Advisors
Ohio
$634K
ASFA
403
All Season Financial Advisors
Colorado
$630K +$47.8K +477 +8%
TDWM
404
Topel & Distasi Wealth Management
California
$627K
VCM
405
Virtue Capital Management
Tennessee
$613K +$1.3K +13 +0.2%
NEAM
406
New England Asset Management
Connecticut
$609K
RG
407
Rathbones Group
United Kingdom
$603K +$329K +3,289 +110%
AFS
408
Axiom Financial Strategies
Indiana
$598K +$15.7K +157 +3%
MWP
409
Madison Wealth Partners
Wisconsin
$590K -$63.8K -637 -9%
SP
410
Successful Portfolios
Florida
$581K +$36.9K +368 +6%
PTC
411
Private Trust Company
Ohio
$579K -$325K -3,250 -35%
PFA
412
Pure Financial Advisors
California
$576K -$133K -1,332 -18%
HWMA
413
Heritage Wealth Management (Arizona)
Arizona
$576K +$279K +2,785 +87%
VAS
414
Vestmark Advisory Solutions
Massachusetts
$571K +$6.11K +61 +1%
GP
415
Greenline Partners
New York
$570K +$326K +3,259 +122%
IWN
416
Independent Wealth Network
Iowa
$570K +$357K +3,567 +151%
MCM
417
Mattern Capital Management
Colorado
$565K +$88.5K +884 +18%
FA
418
Fortis Advisors
Pennsylvania
$563K +$14.8K +148 +3%
SS
419
Simplicity Solutions
Minnesota
$562K -$232K -2,313 -28%
SCA
420
Snowden Capital Advisors
New York
$560K +$199K +1,986 +52%
UCFA
421
United Capital Financial Advisors
Texas
$550K +$311K +3,104 +119%
SAM
422
Strategy Asset Managers
California
$549K +$572K +5,711 New
OWA
423
One Wealth Advisors
California
$547K +$570K +5,690 New
CIA
424
Capital Investment Advisors
Georgia
$543K +$18K +180 +3%
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$533K +$132K +1,315 +31%