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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
SHWM
401
Smith & Howard Wealth Management
Georgia
$426K -$172K -1,767 -29%
SAG
402
SageView Advisory Group
California
$421K -$21.6K -222 -5%
PTC
403
Private Trust Company
Ohio
$409K +$276K +2,844 +207%
PC
404
Prairiewood Capital
North Dakota
$398K +$35.1K +361 +10%
MAWCM
405
Mine & Arao Wealth Creation & Management
California
$398K -$7.19K -74 -2%
SW
406
StrongBox Wealth
Missouri
$398K -$114K -1,170 -22%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$395K -$269K -2,771 -40%
SCA
408
Snowden Capital Advisors
New York
$388K -$378K -3,889 -49%
ANBT
409
American National Bank & Trust
Texas
$388K
EBA
410
Eagle Bay Advisors
New York
$388K
KV
411
Kickstand Ventures
New York
$387K +$388K +3,996 New
1WA
412
180 Wealth Advisors
Washington
$382K -$418K -4,301 -52%
TCM
413
TD Capital Management
Tennessee
$371K +$3.69K +38 +1%
ECML
414
Eagle Capital Management (Louisiana)
Louisiana
$369K
GSEP
415
Golden State Equity Partners
California
$368K -$15.5K -160 -4%
AIC
416
Argus Investors Counsel
New York
$367K +$25.4K +261 +7%
RJT
417
Raymond James Trust
Florida
$366K -$267K -2,745 -42%
MS
418
Madden Securities
Texas
$364K -$25.7K -265 -7%
SMC
419
Smith, Moore & Co
Missouri
$362K +$5.73K +59 +2%
TCM
420
Triumph Capital Management
Colorado
$360K +$16.2K +167 +5%
FT
421
Fiduciary Trust
Massachusetts
$360K -$45.9K -472 -11%
WA
422
Waddell & Associates
Tennessee
$359K
TWM
423
Tanager Wealth Management
United Kingdom
$358K -$21.8M -224,693 -98%
SG
424
StoneX Group
New York
$357K -$21.4K -220 -6%
RCS
425
Retirement Capital Strategies
California
$355K -$16.9M -174,183 -98%