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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
PPP
476
Private Portfolio Partners
New Jersey
$305K +$310K +3,003 New
SSWM
477
Sheets Smith Wealth Management
North Carolina
$304K -$295K -2,854 -49%
RG
478
Rathbones Group
United Kingdom
$303K +$309K +2,989 New
JWM
479
Janiczek Wealth Management
Colorado
$302K
MA
480
Maxele Advisors
Missouri
$295K -$20.6K -200 -6%
FT
481
Fiduciary Trust
Massachusetts
$295K -$77.4K -750 -20%
NAM
482
NTV Asset Management
West Virginia
$294K -$186K -1,800 -38%
M&T Bank
483
M&T Bank
New York
$287K
PIMG
484
Patriot Investment Management Group
Tennessee
$281K +$46.5K +450 +19%
PB
485
Pinnacle Bancorp
Nebraska
$278K +$283K +2,738 New
BCA
486
Bay Colony Advisors
Massachusetts
$277K -$6.81K -66 -2%
HS
487
Horan Securities
United States
$277K +$7.43K +72 +3%
IWM
488
IHT Wealth Management
Illinois
$277K +$282K +2,728 New
GTAM
489
Global Trust Asset Management
Florida
$275K -$113K -1,095 -29%
MC
490
Moors & Cabot
Massachusetts
$274K -$22.2K -215 -7%
GP
491
Greenline Partners
New York
$271K +$276K +2,669 New
ACP
492
Aviance Capital Partners
Florida
$270K +$275K +2,664 New
UCFA
493
United Capital Financial Advisors
Texas
$266K +$23K +223 +9%
LWANC
494
Laurel Wealth Advisors (North Carolina)
North Carolina
$264K -$511K -4,952 -66%
AM
495
Atwater Malick
Pennsylvania
$263K +$10.3K +100 +4%
BF
496
Brooklyn FI
New York
$261K -$161K -1,558 -55%
WMS
497
Wealth Management Solutions
Pennsylvania
$260K +$723 +7 +0.3%
CAMG
498
CWA Asset Management Group
Florida
$259K
PS
499
Portfolio Solutions
Michigan
$257K +$262K +2,536 New
HFA
500
HC Financial Advisors
California
$256K