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iShares 0-5 Year TIPS Bond ETF

658 hedge funds and large institutions have $9.23B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,273% more call options, than puts

Call options by funds: $8.92M | Put options by funds: $204K

49% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 84

34% more capital invested

Capital invested by funds: $6.9B → $9.23B (+$2.33B)

12.2% more ownership

Funds ownership: 57.93%70.14% (+12%)

5% more funds holding

Funds holding: 629658 (+29)

7% less funds holding in top 10

Funds holding in top 10: 9487 (-7)

10% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 248

Holders
658
Holders Change
+29
Holders Change %
+4.61%
% of All Funds
10.58%
Holding in Top 10
87
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.45%
% of All Funds
1.4%
New
125
Increased
222
Reduced
248
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
RI
426
Ridgewood Investments
New Jersey
$533K +$534K +5,494 New
VCM
427
Virtue Capital Management
Tennessee
$532K -$85.8K -883 -14%
MSWMA
428
Market Street Wealth Management Advisors
Indiana
$530K +$251K +2,585 +90%
KFS
429
Kelly Financial Services
Massachusetts
$529K -$335K -3,445 -39%
MFWM
430
Motley Fool Wealth Management
Virginia
$510K +$465K +4,787 New
SAG
431
SageView Advisory Group
California
$502K +$503K +5,177 New
PFM
432
Peak Financial Management
Massachusetts
$496K +$497K +5,115 New
BW
433
Bison Wealth
Georgia
$492K -$30.3K -312 -6%
CIA
434
Capital Investment Advisors
Georgia
$484K -$63.4K -653 -12%
SAM
435
Strategy Asset Managers
California
$480K -$73.7K -759 -13%
JIP
436
Jaffetilchin Investment Partners
Florida
$470K
MPCG
437
Matrix Private Capital Group
New York
$469K +$200K +2,063 +74%
DG
438
DMC Group
Alabama
$468K +$469K +4,826 New
WAM
439
WealthTrust Asset Management
Florida
$466K -$836K -8,605 -64%
OWA
440
Octavia Wealth Advisors
Ohio
$462K -$11.9K -122 -2%
SBL
441
Sargent Bickham Lagudis
Colorado
$453K -$488K -5,026 -52%
FUBT
442
First United Bank & Trust
Maryland
$446K +$117K +1,202 +35%
MS
443
Madden Securities
Texas
$444K -$22.8K -235 -5%
LI
444
LVZ Inc
Michigan
$441K -$30.8M -317,526 -99%
RWA
445
Redhawk Wealth Advisors
Minnesota
$428K +$1.85K +19 +0.4%
DI
446
DFPG Investments
Utah
$426K +$36.6K +377 +9%
IWA
447
Icon Wealth Advisors
Texas
$423K -$56.2K -578 -12%
UCFA
448
United Capital Financial Advisors
Texas
$419K -$136K -1,403 -25%
PC
449
Prairiewood Capital
North Dakota
$419K +$420K +4,318 New
SG
450
StoneX Group
New York
$418K -$35K -360 -8%