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iShares 0-5 Year TIPS Bond ETF

583 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 287 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,470% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $10K

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

4% less funds holding

Funds holding: 609583 (-26)

4.49% less ownership

Funds ownership: 64.88%60.39% (-4.5%)

27% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 56

27% less capital invested

Capital invested by funds: $7.86B → $5.72B (-$2.13B)

35% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 287

Holders
583
Holders Change
-26
Holders Change %
-4.27%
% of All Funds
9.25%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.95%
New
41
Increased
187
Reduced
287
Closed
56
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
551
Live Oak Investment Partners
Texas
$9.5K
KFS
552
Kelly Financial Services
Massachusetts
$8.76K +$5.25K +54 +150%
DWMG
553
DB Wealth Management Group
California
$8.34K
AAG
554
Armstrong Advisory Group
Massachusetts
$8.14K +$8.16K +84 New
ADL
555
Asset Dedication LLC
California
$8K +$8.06K +83 New
OCM
556
Orion Capital Management
California
$7.46K +$7.48K +77 New
PK
557
Pflug Koory
Nebraska
$7.27K
SS
558
Sunbelt Securities
Texas
$7.27K +$2.04K +21 +39%
TAM
559
Townsend Asset Management
North Carolina
$6.98K
S
560
Syntrinsic
Colorado
$6.43K +$6.41K +66 New
M
561
MOTCO
Texas
$6.11K +$6.12K +63 New
GI
562
Gradient Investments
Minnesota
$5.43K +$5.25K +54 +2,700%
CT
563
Colonial Trust
South Carolina
$5.33K
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.65K
PO
565
Private Ocean
California
$4.44K +$4.47K +46 New
CA
566
Crewe Advisors
Utah
$3.97K
WBC
567
West Branch Capital
Massachusetts
$3.97K
PP
568
Pacifica Partners
Canada
$3.96K
RWM
569
Ruedi Wealth Management
Illinois
$3.48K +$972 +10 +38%
TRCT
570
Tower Research Capital (TRC)
New York
$2.71K -$12.2K -126 -82%
LFG
571
Larson Financial Group
Missouri
$2.59K +$486 +5 +23%
NRC
572
New Republic Capital
North Carolina
$2.13K -$2.14K -22 -50%
HCP
573
Hexagon Capital Partners
Arkansas
$1.84K
CPG
574
Cornerstone Planning Group
New Jersey
$1.84K +$291 +3 +19%
PWA
575
Provenance Wealth Advisors
Florida
$1.65K +$1.65K +17 New