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iShares 0-5 Year TIPS Bond ETF

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

17% more funds holding

Funds holding: 229267 (+38)

12% more capital invested

Capital invested by funds: $1.38B → $1.54B (+$159M)

3.05% more ownership

Funds ownership: 59.81%62.85% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.26%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
26
Quaker Wealth Management
New Jersey
$12.9M +$12.9M +128,539 New
SCM
27
Stordahl Capital Management
Colorado
$12.4M +$435K +4,340 +4%
TC
28
Trilogy Capital
California
$12.1M -$652K -6,498 -5%
AMM
29
American Money Management
California
$11.4M +$352K +3,514 +3%
PPW
30
Pasadena Private Wealth
California
$10.9M -$10.8K -108 -0.1%
LWA
31
LWS Wealth Advisors
New Jersey
$10.7M +$10.7M +106,649 New
WFWM
32
Wechter Feldman Wealth Management
New Jersey
$10.7M -$102K -1,018 -0.9%
TFF
33
The Family Firm
Maryland
$9.88M +$241K +2,403 +3%
HH
34
Hilltop Holdings
Texas
$9.71M +$9.67M +96,373 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$9.64M +$1.33M +13,277 +16%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$8.85M +$32.9K +328 +0.4%
CC
37
Courier Capital
New York
$8.58M +$46.8K +467 +0.6%
Goldman Sachs
38
Goldman Sachs
New York
$8.49M +$1.7M +16,994 +25%
AA
39
Alesco Advisors
New York
$8.42M +$789K +7,865 +10%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$8.35M +$532K +5,304 +7%
SFPM
41
Sensible Financial Planning & Management
Massachusetts
$8.09M +$1.25M +12,487 +18%
OC
42
Oppenheimer & Co
New York
$7.99M +$1.14M +11,379 +17%
QFA
43
Quattro Financial Advisors
Texas
$7.93M
RT
44
Rockland Trust
Massachusetts
$7.74M +$1.01M +10,030 +15%
SHWM
45
Smith & Howard Wealth Management
Georgia
$7.68M +$1.42M +14,124 +23%
PGA
46
Portland Global Advisors
Maine
$7.15M +$7.12M +71,011 New
UCFA
47
United Capital Financial Advisors
Texas
$7.03M +$507K +5,056 +8%
PAG
48
Private Advisor Group
New Jersey
$6.64M -$126K -1,259 -2%
AWE
49
Avidian Wealth Enterprises
Texas
$6.57M -$166K -1,650 -2%
CA
50
Cambridge Associates
Massachusetts
$6.25M