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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
BC
551
Bartlett & Co
Ohio
$36K
BCWM
552
Bartlett & Co Wealth Management
Ohio
$35.5K
AWM
553
Activest Wealth Management
Florida
$35K +$35.7K +346 New
RPCA
554
Running Point Capital Advisors
California
$33K +$33.9K +328 New
CBT
555
CoreFirst Bank & Trust
Kansas
$28K +$28.4K +275 New
MCC
556
Money Concepts Capital
Florida
$26K -$186K -1,798 -88%
AWM
557
Avior Wealth Management
Nebraska
$26K +$929 +9 +4%
BAM
558
Baldrige Asset Management
Pennsylvania
$25K
PFA
559
Professional Financial Advisors
Nebraska
$23K
RA
560
Rise Advisors
New York
$22K +$516 +5 +2%
AW
561
ACG Wealth
Georgia
$22K +$22.4K +217 New
BWA
562
BDO Wealth Advisors
Florida
$20K -$198K -1,915 -91%
CCM
563
Covington Capital Management
California
$20K
RTC
564
Riverview Trust Company
Washington
$20K
RCM
565
Robinson Capital Management
Michigan
$20K
Deutsche Bank
566
Deutsche Bank
Germany
$19K +$18.9K +183 New
HIA
567
Harbor Investment Advisory
Maryland
$18K
SMG
568
Spectrum Management Group
Indiana
$18K
AW
569
Avion Wealth
Texas
$18K +$18.1K +175 New
UCB
570
United Community Bank
South Carolina
$16.5K
JFA
571
JNBA Financial Advisors
Minnesota
$16K
EWM
572
Endurance Wealth Management
Rhode Island
$15K
TC
573
Truvestments Capital
Florida
$13K +$13K +126 New
AssetMark Inc
574
AssetMark Inc
California
$12K -$975K -9,443 -99%
LFA
575
Level Financial Advisors
New York
$12K +$12.1K +117 +5,850%