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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
SCA
451
Snowden Capital Advisors
New York
$389K +$397K +3,841 New
Simplex Trading
452
Simplex Trading
Illinois
$376K +$383K +3,709 New
IP
453
Investment Partners
Ohio
$372K -$4.23K -41 -1%
RSWM
454
Robertson Stephens Wealth Management
California
$371K -$592K -5,736 -61%
GC
455
Gratus Capital
Georgia
$367K -$91.5K -886 -20%
AWM
456
Accurate Wealth Management
Florida
$366K +$373K +3,616 New
CF
457
Clarity Financial
Texas
$360K -$162K -1,572 -31%
FFG
458
Ford Financial Group
California
$354K +$7.54K +73 +2%
CFG
459
Citizens Financial Group
Rhode Island
$354K +$360K +3,487 New
RF
460
Rollins Financial
Georgia
$349K +$115K +1,114 +48%
NL
461
NWAM LLC
Washington
$349K +$118K +1,143 +50%
Barclays
462
Barclays
United Kingdom
$348K
HI
463
Harbour Investments
Wisconsin
$339K +$345K +3,346 New
BCM
464
Beaumont Capital Management
Massachusetts
$339K +$346K +3,351 New
RW
465
REDW Wealth
New Mexico
$337K +$343K +3,325 New
BCM
466
Boltwood Capital Management
California
$335K
LG
467
LaFleur & Godfrey
Michigan
$334K
HWMA
468
Heritage Wealth Management (Arizona)
Arizona
$326K +$124K +1,205 +60%
B
469
Bridgeworth
Alabama
$323K -$310K -3,000 -48%
CWS
470
Cypress Wealth Services
California
$322K -$413 -4 -0.1%
BWM
471
Birchcreek Wealth Management
Ohio
$313K -$68K -659 -18%
WIC
472
Woodmont Investment Counsel
Tennessee
$313K +$120K +1,163 +60%
HWM
473
Horizons Wealth Management
North Carolina
$312K +$319K +3,085 New
MFA
474
Mayflower Financial Advisors
Massachusetts
$310K
ATWA
475
Arbor Trust Wealth Advisors
Michigan
$306K +$311K +3,014 New