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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
3LCM
526
3D/L Capital Management
Connecticut
$204K +$4.54K +44 +2%
WCG
527
Weaver Consulting Group
California
$204K +$208K +2,016 New
IHWM
528
Iron Horse Wealth Management
Iowa
$195K +$95.5K +925 +93%
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$194K +$59.4K +575 +43%
ACA
530
Aptus Capital Advisors
Alabama
$187K +$51.9K +503 +37%
UWM
531
Urban Wealth Management
California
$184K +$187K +1,814 New
COCM
532
Charter Oak Capital Management
New Hampshire
$175K +$19K +184 +12%
CWA
533
Clearview Wealth Advisors
Oregon
$155K -$129K -1,251 -45%
AP
534
Advisors Preferred
Maryland
$138K +$140K +1,357 New
ST
535
Smithfield Trust
Pennsylvania
$127K
EWA
536
EverSource Wealth Advisors
Alabama
$125K +$50.4K +488 +65%
Fifth Third Bancorp
537
Fifth Third Bancorp
Ohio
$113K +$114K +1,104 +18,400%
CT
538
Cambridge Trust
Massachusetts
$111K
TWC
539
TD Waterhouse Canada
Ontario, Canada
$108K -$69K -668 -43%
LB
540
Legacy Bridge
Iowa
$104K
CP
541
Castleview Partners
Texas
$74.5K +$138K +1,333 +558%
BONH
542
Bank of New Hampshire
New Hampshire
$72K
MIFH
543
Migdal Insurance & Financial Holdings
Israel
$56K
AA
544
Ancora Advisors
Ohio
$53K +$44.9K +435 +489%
S
545
Surevest
California
$43K
VCM
546
Vigilant Capital Management
Maine
$43K
C
547
Covestor
United Kingdom
$43K +$10.7K +104 +33%
FGAM
548
Financial Gravity Asset Management
Texas
$42.4K +$3.23M +31,279 +104%
SWM
549
Sugarloaf Wealth Management
Georgia
$41K +$310 +3 +0.7%
MPCG
550
Matrix Private Capital Group
New York
$39K +$39.6K +384 New