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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
BFG
451
Buttonwood Financial Group
Missouri
$397K +$419K +4,188 New
AF
452
Allworth Financial
California
$392K -$12.9K -129 -3%
DI
453
DFPG Investments
Utah
$389K -$15.4K -154 -4%
MFA
454
Mayflower Financial Advisors
Massachusetts
$384K +$94K +939 +31%
OWA
455
Outlook Wealth Advisors
Texas
$383K -$12.2K -122 -3%
WA
456
Waddell & Associates
Tennessee
$380K
CC
457
Cadinha & Co
Hawaii
$380K +$396K +3,959 New
CAWM
458
Capital Advisors Wealth Management
Washington
$367K -$956K -9,542 -71%
FIA
459
Foundations Investment Advisors
Arizona
$363K +$379K +3,782 New
WS
460
Wedbush Securities
California
$362K -$319K -3,186 -46%
LBC
461
Lowe Brockenbrough & Co
Virginia
$356K +$371K +3,706 New
PIA
462
Perennial Investment Advisors
California
$348K -$86.7K -866 -19%
SMC
463
Smith, Moore & Co
Missouri
$345K +$359K +3,588 New
CFGS
464
Concourse Financial Group Securities
Alabama
$344K +$136K +1,354 +61%
BF
465
Brooklyn FI
New York
$341K +$230K +2,296 +184%
HI
466
Harbour Investments
Wisconsin
$339K
AIC
467
Argus Investors Counsel
New York
$339K +$353K +3,525 New
CFG
468
Citizens Financial Group
Rhode Island
$335K +$300 +3 +0.1%
GC
469
Gratus Capital
Georgia
$334K -$15.1K -151 -4%
NAS
470
Nicolet Advisory Services
Wisconsin
$330K -$450K -4,496 -57%
Barclays
471
Barclays
United Kingdom
$330K
FUBT
472
First United Bank & Trust
Maryland
$327K -$120K -1,194 -26%
B
473
Bridgeworth
Alabama
$326K +$20.8K +208 +7%
SFO
474
Stokes Family Office
Louisiana
$322K +$336K +3,354 New
BCM
475
Boltwood Capital Management
California
$317K