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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
WA
501
WP Advisors
California
$256K +$5.99K +58 +2%
CWM
502
Castle Wealth Management
Florida
$256K +$261K +2,524 New
CFD
503
Creative Financial Designs
Indiana
$255K +$167K +1,617 +180%
CCM
504
Chilton Capital Management
Texas
$251K
BFA
505
Beaumont Financial Advisors
Massachusetts
$251K +$255K +2,471 New
FPAS
506
Focus Partners Advisor Solutions
Missouri
$250K +$15.1K +146 +6%
TPWA
507
TRUE Private Wealth Advisors
Oregon
$248K
IWN
508
Independent Wealth Network
Iowa
$240K +$21.7K +210 +10%
BEC
509
Blue Edge Capital
Virginia
$233K -$6.19M -59,957 -96%
NCM
510
Northwest Capital Management
Oregon
$233K +$237K +2,296 New
VFP
511
Verus Financial Partners
Virginia
$231K
BF
512
BOK Financial
Oklahoma
$231K +$235K +2,278 New
SFA
513
Sequoia Financial Advisors
Ohio
$230K -$23.7K -230 -9%
SW
514
SteelPeak Wealth
California
$229K +$233K +2,253 New
AWA
515
Arete Wealth Advisors
Illinois
$227K +$6.4K +62 +3%
CFGS
516
Concourse Financial Group Securities
Alabama
$225K +$202K +1,955 +732%
PFG
517
Peterson Financial Group
Iowa
$224K -$929 -9 -0.4%
OCM
518
Objective Capital Management
Ohio
$223K -$47.5K -460 -17%
OWP
519
Obermeyer Wealth Partners
Colorado
$223K
SAS
520
SMI Advisory Services
Indiana
$217K -$3.41K -33 -2%
EAM
521
Evanson Asset Management
California
$209K
VC
522
Vicus Capital
Pennsylvania
$208K -$1.96K -19 -0.9%
US Bancorp
523
US Bancorp
Minnesota
$207K -$210K -2,036 -50%
ET
524
Equitable Trust
Tennessee
$206K -$4.96K -48 -2%
WA
525
WBH Advisory
Maryland
$206K +$4.23K +41 +2%