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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
RWM
26
Ritholtz Wealth Management
New York
$61.4M +$62.5M +605,389 New
JP Morgan Chase
27
JP Morgan Chase
New York
$60.2M +$55.1M +533,793 +896%
KOC
28
Koss-Olinger Consulting
Florida
$59.6M +$26.9M +260,505 +80%
RJA
29
Raymond James & Associates
Florida
$55.7M +$18.7M +181,512 +49%
HighTower Advisors
30
HighTower Advisors
Illinois
$52.3M +$6.13M +59,363 +13%
FCB
31
First Command Bank
Texas
$47.9M +$1.72M +16,640 +4%
FCFS
32
First Command Financial Services
Texas
$47.9M +$1.72M +16,640 +4%
CPO
33
Cerity Partners OCIO
New York
$42.2M +$2.83M +27,455 +7%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$42.1M -$2.88M -27,919 -6%
KIC
35
Keating Investment Counselors
Florida
$40M +$23.6M +228,241 +138%
SIC
36
Sigma Investment Counselors
Michigan
$39.7M +$40.2M +388,973 +19,497%
CAN
37
Cetera Advisor Networks
California
$39.6M +$38.7M +374,989 +2,503%
B
38
Barings
North Carolina
$37M +$6.05M +58,614 +19%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$36.7M +$7.73M +74,899 +26%
MKA
40
M. Kulyk & Associates
Georgia
$36.4M +$3.57M +34,565 +11%
LI
41
LVZ Inc
Michigan
$32.2M +$28.5M +275,883 +659%
FSC
42
Full Sail Capital
Oklahoma
$30.6M -$4.15M -40,243 -12%
S
43
Schroders
United Kingdom
$28.2M
SPIA
44
Steward Partners Investment Advisory
New York
$27.5M +$1.65M +15,980 +6%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$27.1M +$16.5M +160,202 +150%
Stifel Financial
46
Stifel Financial
Missouri
$27M +$2.94M +28,469 +12%
AI
47
Atria Investments
North Carolina
$26.9M +$22.1M +213,938 +418%
DRS
48
Deane Retirement Strategies
Louisiana
$26.4M -$543K -5,260 -2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$26.1M +$6.67M +64,575 +33%
AIA
50
Arbor Investment Advisors
North Carolina
$25.5M -$786K -7,616 -3%