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iShares 0-5 Year TIPS Bond ETF

248 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 106 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 73

10% more capital invested

Capital invested by funds: $1.28B → $1.41B (+$129M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 251248 (-3)

7% less ownership

Funds ownership: 66.88%59.88% (-7%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
5.09%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
27
Increased
106
Reduced
73
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
26
American Money Management
California
$12M +$365K +3,600 +3%
WFWM
27
Wechter Feldman Wealth Management
New Jersey
$11.4M -$30.3K -299 -0.3%
RT
28
Rockland Trust
Massachusetts
$11.3M +$2M +19,680 +22%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$11.2M +$2.16M +21,308 +24%
TC
30
Trilogy Capital
California
$10.6M +$190K +1,877 +2%
MERSOM
31
Municipal Employees' Retirement System of Michigan
Michigan
$10.5M -$35.2M -347,118 -77%
SFPM
32
Sensible Financial Planning & Management
Massachusetts
$10.3M +$1.58M +15,530 +18%
AA
33
Alesco Advisors
New York
$9.61M -$194K -1,908 -2%
PGA
34
Portland Global Advisors
Maine
$9.46M +$551K +5,429 +6%
LWA
35
LWS Wealth Advisors
New Jersey
$9.41M -$819K -8,069 -8%
TFF
36
The Family Firm
Maryland
$9.4M -$539K -5,314 -5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$9.18M -$3.97M -39,141 -30%
CC
38
Courier Capital
New York
$8.82M +$16.6K +164 +0.2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$8.71M +$6.83M +67,348 +380%
Osaic Holdings
40
Osaic Holdings
Arizona
$8.7M -$123M -1,211,252 -93%
SHWM
41
Smith & Howard Wealth Management
Georgia
$8.64M +$546K +5,379 +7%
OC
42
Oppenheimer & Co
New York
$8.02M +$129K +1,268 +2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$7.38M +$29.8K +294 +0.4%
TPWA
44
TRUE Private Wealth Advisors
Oregon
$7.09M +$134K +1,324 +2%
SIA
45
Soltis Investment Advisors
Utah
$6.9M +$1.25M +12,279 +22%
LFA
46
Landmark Financial Advisors
Kentucky
$6.5M +$4.06M +40,063 +172%
CA
47
Cambridge Associates
Massachusetts
$6.35M
PPW
48
Pasadena Private Wealth
California
$5.98M -$2.57M -25,285 -30%
HWA
49
Heartwood Wealth Advisors
Virginia
$5.87M +$3.22M +31,704 +57%
BAAM
50
Baker Avenue Asset Management
California
$5.67M +$542K +5,342 +11%