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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
LG
476
LaFleur & Godfrey
Michigan
$317K
AR
477
Apeiron RIA
Texas
$316K -$1.84M -18,381 -85%
BS
478
Boenning & Scattergood
Pennsylvania
$313K +$326K +3,253 New
HFA
479
High Falls Advisors
New York
$308K +$321K +3,201 New
AM
480
Atwater Malick
Pennsylvania
$307K +$60.3K +602 +23%
RCS
481
Retirement Capital Strategies
California
$302K -$21.9M -218,700 -99%
PB
482
Pinnacle Bancorp
Nebraska
$301K +$39.9K +398 +15%
TCM
483
Triumph Capital Management
Colorado
$299K -$291K -2,907 -48%
HWM
484
Horizons Wealth Management
North Carolina
$296K
CA
485
CoreCap Advisors
Michigan
$294K -$7.74M -77,326 -96%
DAS
486
Dynamic Advisor Solutions
Arizona
$291K -$512K -5,115 -63%
SSWM
487
Sheets Smith Wealth Management
North Carolina
$288K
JWM
488
Janiczek Wealth Management
Colorado
$284K
FT
489
Fiduciary Trust
Massachusetts
$279K
NAM
490
NTV Asset Management
West Virginia
$279K
MSWMA
491
Market Street Wealth Management Advisors
Indiana
$277K -$450K -4,491 -61%
CF
492
Clarity Financial
Texas
$275K -$68.9K -688 -19%
M&T Bank
493
M&T Bank
New York
$272K
ATWA
494
Arbor Trust Wealth Advisors
Michigan
$271K -$20.8K -208 -7%
MA
495
Maxele Advisors
Missouri
$271K -$9.11K -91 -3%
PS
496
Portfolio Solutions
Michigan
$269K +$25.8K +258 +10%
HS
497
Horan Securities
United States
$268K +$5.71K +57 +2%
MPCG
498
Matrix Private Capital Group
New York
$267K +$240K +2,395 +624%
LL
499
LPWM LLC
Minnesota
$266K +$277K +2,768 New
BCA
500
Bay Colony Advisors
Massachusetts
$260K +$401 +4 +0.1%