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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
CA
26
Cetera Advisors
Colorado
$58.4M -$30M -299,542 -33%
RWM
27
Ritholtz Wealth Management
New York
$56.6M -$1.6M -15,959 -3%
Principal Financial Group
28
Principal Financial Group
Iowa
$54.2M +$56.5M +564,225 New
JP Morgan Chase
29
JP Morgan Chase
New York
$54M -$3.17M -31,641 -5%
RJA
30
Raymond James & Associates
Florida
$48.8M -$4.09M -40,831 -7%
LJAC
31
L.J. Altfest & Co
New York
$48.2M -$12.1M -120,775 -19%
KIC
32
Keating Investment Counselors
Florida
$47.1M +$9.58M +95,635 +24%
FCB
33
First Command Bank
Texas
$45.6M +$167K +1,664 +0.4%
FCFS
34
First Command Financial Services
Texas
$45.6M +$167K +1,664 +0.4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$41.1M +$6.65M +66,370 +18%
CAN
36
Cetera Advisor Networks
California
$40.7M +$3.38M +33,788 +9%
CPO
37
Cerity Partners OCIO
New York
$40.4M +$461K +4,607 +1%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$39.6M -$396K -3,954 -1%
SIC
39
Sigma Investment Counselors
Michigan
$38.4M +$863K +8,617 +2%
MKA
40
M. Kulyk & Associates
Georgia
$36.7M +$2.26M +22,585 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$33.6M -$29.9M -298,446 -46%
LI
42
LVZ Inc
Michigan
$31M +$433K +4,320 +1%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$28.9M +$3.41M +34,069 +13%
SL
44
Summitry LLC
California
$26.4M +$27.5M +275,077 New
AWM
45
AE Wealth Management
Kansas
$26.2M +$3.21M +32,098 +13%
SPIA
46
Steward Partners Investment Advisory
New York
$25.9M -$85.5K -854 -0.3%
DRS
47
Deane Retirement Strategies
Louisiana
$25.8M +$883K +8,814 +3%
CFD
48
Creative Financial Designs
Indiana
$25.7M +$26.5M +264,508 +10,526%
FSC
49
Full Sail Capital
Oklahoma
$25.3M -$3.84M -38,389 -13%
MML Investors Services
50
MML Investors Services
Massachusetts
$24.6M +$8.91M +88,937 +53%