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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
NSIM
576
North Star Investment Management
Illinois
$10K
ZIG
577
Zullo Investment Group
Pennsylvania
$10K
CSWG
578
Cardinal Strategic Wealth Guidance
Kentucky
$9K -$6.2K -60 -39%
BFEC
579
Benjamin F. Edwards & Company
Missouri
$8K
CP
580
Corbenic Partners
Pennsylvania
$8K
OCM
581
Orion Capital Management
California
$8K
PK
582
Pflug Koory
Nebraska
$8K
WA
583
WestEnd Advisors
North Carolina
$7.5K +$7.64K +74 New
VWM
584
Valley Wealth Managers
New Jersey
$7K +$6.92K +67 New
CHA
585
Carmichael Hill & Associates
Maryland
$7K +$7.02K +68 New
TCOV
586
Trust Company of Vermont
Vermont
$7K +$7.33K +71 New
CAL
587
Capital Analysts LLC
Pennsylvania
$6K
LFG
588
Larson Financial Group
Missouri
$5K +$3.3K +32 +160%
PMFA
589
Plante Moran Financial Advisors
Michigan
$5K +$4.65K +45 New
FDCDDQ
590
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.87K
HWA
591
HHM Wealth Advisors
Tennessee
$4K -$10.9K -106 -71%
AWM
592
Atticus Wealth Management
Florida
$4K
Qube Research & Technologies (QRT)
593
Qube Research & Technologies (QRT)
United Kingdom
$4K
WBC
594
West Branch Capital
Massachusetts
$4K
SIS
595
Sound Income Strategies
Florida
$4K +$103 +1 +2%
Bank of Montreal
596
Bank of Montreal
Ontario, Canada
$3.76K +$1.82M +17,676 +92%
FWM
597
Focused Wealth Management
New York
$3K -$3.41K -33 -56%
SIC
598
Salem Investment Counselors
North Carolina
$3K
NFSG
599
Newbridge Financial Services Group
Florida
$3K +$2.58K +25 New
TAM
600
Townsend Asset Management
North Carolina
$3K +$2.58K +25 New