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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
RIA
551
Realta Investment Advisors
Delaware
$56K +$58.2K +581 New
BCM
552
Blume Capital Management
California
$49K +$50.9K +508 New
AA
553
Ancora Advisors
Ohio
$42K -$8.91K -89 -17%
VCM
554
Vigilant Capital Management
Maine
$41K
S
555
Surevest
California
$40K
SWM
556
Sugarloaf Wealth Management
Georgia
$40K +$200 +2 +0.5%
AWM
557
Avior Wealth Management
Nebraska
$39K +$15.4K +154 +59%
AWM
558
AllSquare Wealth Management
New York
$39K +$40.6K +405 New
MRCM
559
M&R Capital Management
New Jersey
$38K +$40.1K +400 New
FGAM
560
Financial Gravity Asset Management
Texas
$37.2K -$3.19M -31,852 -52%
BC
561
Bartlett & Co
Ohio
$34K
BCWM
562
Bartlett & Co Wealth Management
Ohio
$33.6K
RPCA
563
Running Point Capital Advisors
California
$32K
Deutsche Bank
564
Deutsche Bank
Germany
$30K +$13.1K +131 +72%
HNB
565
Huntington National Bank
Ohio
$29K
CAL
566
Capital Analysts LLC
Pennsylvania
$27K +$23.1K +231 +420%
CBT
567
CoreFirst Bank & Trust
Kansas
$26K
CSPAM
568
Cary Street Partners Asset Management
Virginia
$26K +$27K +270 New
MCC
569
Money Concepts Capital
Florida
$25K
BBHC
570
Brown Brothers Harriman & Co
New York
$25K +$26.5K +265 New
SIA
571
SkyView Investment Advisors
New Jersey
$24K +$25K +250 New
AW
572
Avion Wealth
Texas
$23K +$6.61K +66 +38%
PFA
573
Professional Financial Advisors
Nebraska
$22K
RA
574
Rise Advisors
New York
$22K +$601 +6 +3%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$22K +$15.6K +156 +200%