We are live on ! Find out more
STIP icon

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
VCA
501
Verdence Capital Advisors
Maryland
$260K +$271K +2,710 New
Lido Advisors
502
Lido Advisors
California
$256K -$1.7M -17,001 -86%
ACP
503
Aviance Capital Partners
Florida
$256K
GIA
504
Gladstone Institutional Advisory
Florida
$254K -$312K -3,115 -54%
IWM
505
IHT Wealth Management
Illinois
$253K -$9.31K -93 -3%
BTI
506
Blue Trust Inc
Georgia
$250K +$247K +2,469 New
WMS
507
Wealth Management Solutions
Pennsylvania
$247K +$1K +10 +0.4%
CAMG
508
CWA Asset Management Group
Florida
$245K
GT
509
Greenleaf Trust
Michigan
$245K +$255K +2,547 New
TSS
510
Two Sigma Securities
New York
$242K +$252K +2,519 New
GTAM
511
Global Trust Asset Management
Florida
$241K -$20K -200 -7%
CCM
512
Chilton Capital Management
Texas
$238K
TPWA
513
TRUE Private Wealth Advisors
Oregon
$235K
BEC
514
Blue Edge Capital
Virginia
$227K +$6.81K +68 +3%
DWT
515
Dorsey & Whitney Trust
South Dakota
$225K +$234K +2,341 New
ARC
516
Advisor Resource Council
Texas
$224K -$1.6M -15,965 -87%
BWP
517
Balboa Wealth Partners
Arizona
$222K +$232K +2,314 New
CA
518
CGN Advisors
Kansas
$221K -$377K -3,760 -62%
NCM
519
Northwest Capital Management
Oregon
$221K
PFG
520
Peterson Financial Group
Iowa
$217K +$5.01K +50 +2%
SW
521
SteelPeak Wealth
California
$217K
HFS
522
Haverford Financial Services
Pennsylvania
$215K +$224K +2,232 New
APW
523
Aurora Private Wealth
New Jersey
$215K +$224K +2,237 New
WKWM
524
Walter & Keenan Wealth Management
Indiana
$214K +$223K +2,225 New
JSL
525
JT Stratford LLC
Georgia
$213K -$229K -2,285 -51%