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iShares 0-5 Year TIPS Bond ETF

264 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

84% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 64

16% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$232M)

6% more funds holding

Funds holding: 248264 (+16)

1.41% less ownership

Funds ownership: 59.88%58.47% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
5.33%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.48%
New
35
Increased
118
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
26
First National Corp
Massachusetts
$12.1M +$802K +7,755 +14%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$11.8M +$2.94M +28,423 +33%
TC
28
Trilogy Capital
California
$11.4M +$700K +6,765 +7%
SFPM
29
Sensible Financial Planning & Management
Massachusetts
$11.3M +$907K +8,768 +9%
WFWM
30
Wechter Feldman Wealth Management
New Jersey
$11M -$585K -5,654 -5%
MERSOM
31
Municipal Employees' Retirement System of Michigan
Michigan
$10.7M
PGA
32
Portland Global Advisors
Maine
$10.6M +$933K +9,015 +10%
AA
33
Alesco Advisors
New York
$10.5M +$750K +7,246 +8%
LWA
34
LWS Wealth Advisors
New Jersey
$9.71M +$150K +1,454 +2%
TFF
35
The Family Firm
Maryland
$9.66M +$104K +1,001 +1%
Osaic Holdings
36
Osaic Holdings
Arizona
$9.59M +$773K +7,475 +9%
SHWM
37
Smith & Howard Wealth Management
Georgia
$9.51M +$723K +6,986 +8%
CC
38
Courier Capital
New York
$9.27M +$402K +3,884 +5%
LFA
39
Landmark Financial Advisors
Kentucky
$9.12M +$2.56M +24,706 +39%
LF
40
Lee Financial
Texas
$8.84M -$12.9M -124,830 -59%
Jane Street
41
Jane Street
New York
$8.78M +$8.72M +84,324 New
QWM
42
Quaker Wealth Management
New Jersey
$8.75M -$3.98M -38,497 -31%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$8.73M -$2.66M -25,692 -23%
OC
44
Oppenheimer & Co
New York
$8.27M +$124K +1,195 +2%
BAAM
45
Baker Avenue Asset Management
California
$7.62M +$1.84M +17,832 +32%
SIA
46
Soltis Investment Advisors
Utah
$7.57M +$552K +5,333 +8%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$7.51M +$10.7K +103 +0.1%
GAM
48
Gould Asset Management
California
$7.05M +$2.92M +28,235 +71%
PPW
49
Pasadena Private Wealth
California
$6.8M +$723K +6,992 +12%
NA
50
NextCapital Advisers
Illinois
$6.61M +$1.34M +12,997 +26%