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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
CWS
426
Cypress Wealth Services
California
$521K +$220K +2,201 +69%
BW
427
Bison Wealth
Georgia
$514K +$1.2K +12 +0.2%
PP
428
Prosperity Planning
Missouri
$491K
CW
429
CreativeOne Wealth
Kansas
$484K +$73.8K +737 +17%
HWM
430
Hohimer Wealth Management
Washington
$483K -$10.8K -108 -2%
TCM
431
TD Capital Management
Tennessee
$482K -$379K -3,785 -43%
IWA
432
Icon Wealth Advisors
Texas
$475K +$495K +4,945 New
SPA
433
Sentinel Pension Advisors
Massachusetts
$474K -$53.4K -533 -10%
GWSG
434
GPS Wealth Strategies Group
Colorado
$473K +$64.6K +645 +15%
OWA
435
Octavia Wealth Advisors
Ohio
$469K -$12.3K -123 -2%
JIP
436
Jaffetilchin Investment Partners
Florida
$466K +$486K +4,849 New
MS
437
Madden Securities
Texas
$463K
Cerity Partners
438
Cerity Partners
New York
$454K -$11.6M -116,251 -96%
SG
439
StoneX Group
New York
$449K +$14.7K +147 +3%
OIA
440
OneDigital Investment Advisors
Kansas
$430K -$124K -1,234 -22%
SHJ
441
Sharkey, Howes & Javer
Colorado
$424K -$5.69M -56,835 -93%
RWA
442
Redhawk Wealth Advisors
Minnesota
$423K +$440K +4,397 New
LWAC
443
Laurel Wealth Advisors (California)
California
$419K -$199K -1,990 -31%
FCA
444
FinTrust Capital Advisors
South Carolina
$416K -$121K -1,207 -22%
MAWCM
445
Mine & Arao Wealth Creation & Management
California
$411K +$17.1K +171 +4%
GG
446
Gofen & Glossberg
Illinois
$407K -$21.1K -211 -5%
NW
447
NewEdge Wealth
Pennsylvania
$407K +$14.2K +142 +3%
RF
448
Rollins Financial
Georgia
$406K +$78.4K +783 +23%
TCMP
449
Thrive Capital Management (Pennsylvania)
Pennsylvania
$405K -$38.7K -386 -8%
JBA
450
Johnson Bixby & Associates
Washington
$397K -$60.9K -608 -13%