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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
OWP
526
Obermeyer Wealth Partners
Colorado
$211K
WAL
527
W Advisors LLC
Tennessee
$210K +$219K +2,184 New
LAS
528
LWM Advisory Services
Florida
$209K -$260K -2,598 -54%
AWM
529
Accurate Wealth Management
Florida
$209K -$145K -1,446 -40%
RW
530
REDW Wealth
New Mexico
$209K -$115K -1,150 -35%
WIC
531
Woodmont Investment Counsel
Tennessee
$204K -$96.4K -963 -31%
Nomura Asset Management
532
Nomura Asset Management
Japan
$181K
ACA
533
Aptus Capital Advisors
Alabama
$146K -$32.5K -325 -18%
CWA
534
Clearview Wealth Advisors
Oregon
$129K -$18.5K -185 -12%
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$118K +$12.1K +121 +11%
MIFH
536
Migdal Insurance & Financial Holdings
Israel
$114K +$64.2K +641 +117%
EWA
537
EverSource Wealth Advisors
Alabama
$113K -$6.51K -65 -5%
TWC
538
TD Waterhouse Canada
Ontario, Canada
$107K
BC
539
Barrett & Company
Rhode Island
$107K +$110K +1,101 New
CT
540
Cambridge Trust
Massachusetts
$105K
LB
541
Legacy Bridge
Iowa
$99K
LWANC
542
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K -$161K -1,603 -62%
TCCM
543
Timber Creek Capital Management
Massachusetts
$96K +$100K +1,000 New
BAM
544
Baldrige Asset Management
Pennsylvania
$83K +$61.3K +612 +247%
GIA
545
Goodwin Investment Advisory
Georgia
$74K +$76.8K +767 New
PFT
546
Providence First Trust
Arizona
$72K +$75.1K +750 New
BONH
547
Bank of New Hampshire
New Hampshire
$68K
SIC
548
SJS Investment Consulting
Ohio
$68K +$70.8K +707 New
SMG
549
Spectrum Management Group
Indiana
$64K +$48.7K +486 +267%
IHWM
550
Iron Horse Wealth Management
Iowa
$60K -$130K -1,300 -68%