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iShares 0-5 Year TIPS Bond ETF

583 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 287 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,470% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $10K

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

4% less funds holding

Funds holding: 609583 (-26)

4.49% less ownership

Funds ownership: 64.88%60.39% (-4.5%)

27% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 56

27% less capital invested

Capital invested by funds: $7.86B → $5.72B (-$2.13B)

35% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 287

Holders
583
Holders Change
-26
Holders Change %
-4.27%
% of All Funds
9.25%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.95%
New
41
Increased
187
Reduced
287
Closed
56
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Change in
Stake
APW
476
Aurora Private Wealth
New Jersey
$214K -$2.92K -30 -1%
FLA
477
Financial Life Advisors
Texas
$214K
YWM
478
Yoder Wealth Management
California
$212K
SPA
479
Sentinel Pension Advisors
Massachusetts
$210K -$66.2K -681 -24%
RIA
480
Regal Investment Advisors
Michigan
$206K -$55K -566 -21%
RFM
481
Royal Fund Management
Florida
$205K -$250K -2,575 -55%
WCG
482
Weaver Consulting Group
California
$203K
HI
483
Harbour Investments
Wisconsin
$200K -$486 -5 -0.2%
HWM
484
Horizons Wealth Management
North Carolina
$196K
AAP
485
Arax Advisory Partners
Colorado
$196K -$47.9K -493 -20%
GTAM
486
Global Trust Asset Management
Florida
$195K
AWM
487
Avior Wealth Management
Nebraska
$177K +$75.6K +778 +74%
NCM
488
Northwest Capital Management
Oregon
$166K -$17.7K -182 -10%
HR
489
Howe & Rusling
New York
$139K -$66.5K -684 -32%
GA
490
GoalVest Advisory
New York
$132K -$64K -659 -33%
EWA
491
EverSource Wealth Advisors
Alabama
$125K -$31.5K -324 -20%
CFGS
492
Concourse Financial Group Securities
Alabama
$121K -$999K -10,285 -89%
MI
493
Mercer Investments
Massachusetts
$120K +$1.26K +13 +1%
NS
494
NBC Securities
Alabama
$118K +$119K +1,222 New
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$108K -$11K -113 -9%
BC
496
Barrett & Company
Rhode Island
$107K
FWP
497
FAS Wealth Partners
Kansas
$106K +$102K +1,051 +2,628%
IA
498
IFP Advisors
Florida
$103K -$65.9K -678 -39%
BAAM
499
Baker Avenue Asset Management
California
$102K
LB
500
Legacy Bridge
Iowa
$99.8K