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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
SB
426
Strategic Blueprint
Georgia
$493K +$502K +4,865 New
MS
427
Madden Securities
Texas
$488K
LAS
428
LWM Advisory Services
Florida
$484K +$493K +4,771 New
JBA
429
Johnson Bixby & Associates
Washington
$481K -$2.59M -25,092 -84%
KIG
430
Kowal Investment Group
Wisconsin
$469K +$70.4K +682 +17%
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$467K -$180K -1,745 -28%
TCMP
432
Thrive Capital Management (Pennsylvania)
Pennsylvania
$467K +$141K +1,367 +42%
FUBT
433
First United Bank & Trust
Maryland
$466K +$475K +4,597 New
ACP
434
Aveo Capital Partners
Colorado
$466K +$475K +4,599 New
SG
435
StoneX Group
New York
$459K +$124K +1,197 +36%
PCM
436
Passive Capital Management
Maryland
$456K
JSL
437
JT Stratford LLC
Georgia
$456K +$146K +1,410 +46%
SOS
438
Silver Oak Securities
Tennessee
$451K +$75.7K +733 +20%
GG
439
Gofen & Glossberg
Illinois
$451K +$459K +4,445 New
PIA
440
Perennial Investment Advisors
California
$451K +$463K +4,481 New
CW
441
CreativeOne Wealth
Kansas
$436K +$444K +4,303 New
GWSG
442
GPS Wealth Strategies Group
Colorado
$434K +$152K +1,477 +53%
CSPIA
443
Cary Street Partners Investment Advisory
Virginia
$429K +$436K +4,227 New
AF
444
Allworth Financial
California
$427K +$13.7K +133 +3%
DI
445
DFPG Investments
Utah
$421K +$430K +4,162 New
OWA
446
Outlook Wealth Advisors
Texas
$417K -$28.4K -275 -6%
MAWCM
447
Mine & Arao Wealth Creation & Management
California
$416K +$6.5K +63 +2%
NW
448
NewEdge Wealth
Pennsylvania
$415K +$423K +4,095 New
WA
449
Waddell & Associates
Tennessee
$401K
VWA
450
VERITY Wealth Advisors
United States
$391K -$385K -3,732 -49%