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iShares 0-5 Year TIPS Bond ETF

658 hedge funds and large institutions have $9.23B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,273% more call options, than puts

Call options by funds: $8.92M | Put options by funds: $204K

49% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 84

34% more capital invested

Capital invested by funds: $6.9B → $9.23B (+$2.33B)

12.2% more ownership

Funds ownership: 57.93%70.14% (+12%)

5% more funds holding

Funds holding: 629658 (+29)

7% less funds holding in top 10

Funds holding in top 10: 9487 (-7)

10% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 248

Holders
658
Holders Change
+29
Holders Change %
+4.61%
% of All Funds
10.58%
Holding in Top 10
87
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.45%
% of All Funds
1.4%
New
125
Increased
222
Reduced
248
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Chilton Capital Management
Texas
$240K
BBWP
527
Beacon Bridge Wealth Partners
Pennsylvania
$240K +$240K +2,472 New
HPM
528
Hoxton Planning & Management
West Virginia
$239K +$240K +2,466 New
OWP
529
Obermeyer Wealth Partners
Colorado
$238K +$25K +257 +12%
CAMG
530
CWA Asset Management Group
Florida
$238K -$9.71K -100 -4%
CF
531
Clarity Financial
Texas
$237K -$40.5K -417 -15%
TPWA
532
TRUE Private Wealth Advisors
Oregon
$237K +$97 +1 +0%
JBA
533
Johnson Bixby & Associates
Washington
$236K -$165K -1,695 -41%
HSA
534
HBK Sorce Advisory
Pennsylvania
$234K +$235K +2,418 New
BEC
535
Blue Edge Capital
Virginia
$230K +$777 +8 +0.3%
OCM
536
One Capital Management
California
$230K -$16.3M -167,390 -99%
WCG
537
Weaver Consulting Group
California
$227K +$227K +2,341 New
ARC
538
Advisor Resource Council
Texas
$226K
FA
539
FDx Advisors
Illinois
$225K +$225K +2,316 New
BWP
540
Balboa Wealth Partners
Arizona
$224K
BCPWM
541
Bradley & Co Private Wealth Management
Florida
$223K -$2.17M -22,385 -91%
HS
542
Horan Securities
United States
$223K -$47.5K -489 -18%
PFG
543
Peterson Financial Group
Iowa
$220K +$972 +10 +0.4%
HFS
544
Haverford Financial Services
Pennsylvania
$216K
HFA
545
High Falls Advisors
New York
$216K -$94.1K -969 -30%
FLA
546
Financial Life Advisors
Texas
$214K +$214K +2,206 New
BTI
547
Blue Trust Inc
Georgia
$213K -$25K -257 -10%
SHJ
548
Sharkey, Howes & Javer
Colorado
$213K -$215K -2,211 -50%
APW
549
Aurora Private Wealth
New Jersey
$212K -$4.86K -50 -2%
RW
550
REDW Wealth
New Mexico
$211K