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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
CCM
576
Covington Capital Management
California
$19K
RTC
577
Riverview Trust Company
Washington
$19K
RCM
578
Robinson Capital Management
Michigan
$19K
BWA
579
BDO Wealth Advisors
Florida
$19K +$200 +2 +1%
C
580
Covestor
United Kingdom
$18K -$23.1K -231 -55%
HIA
581
Harbor Investment Advisory
Maryland
$17K
US Bancorp
582
US Bancorp
Minnesota
$16K -$187K -1,868 -92%
UCB
583
United Community Bank
South Carolina
$15.7K
Bank of Montreal
584
Bank of Montreal
Ontario, Canada
$15.5K +$12.1M +120,871 +327%
JFA
585
JNBA Financial Advisors
Minnesota
$15K
EWM
586
Endurance Wealth Management
Rhode Island
$14K
NFSG
587
Newbridge Financial Services Group
Florida
$13K +$10.6K +106 +424%
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$13K +$14K +140 New
AssetMark Inc
589
AssetMark Inc
California
$11K +$100 +1 +0.9%
Jones Financial Companies
590
Jones Financial Companies
Missouri
$11K +$11.6K +116 New
TC
591
Truvestments Capital
Florida
$10K -$2K -20 -16%
NSIM
592
North Star Investment Management
Illinois
$10K
ZIG
593
Zullo Investment Group
Pennsylvania
$10K
CSWG
594
Cardinal Strategic Wealth Guidance
Kentucky
$9K
PP
595
Pacifica Partners
Canada
$9K +$8.21K +82 +745%
OCM
596
Orion Capital Management
California
$8K
HCP
597
Hexagon Capital Partners
Arkansas
$8K +$8.01K +80 New
AWM
598
Activest Wealth Management
Florida
$7K -$28.3K -283 -82%
PK
599
Pflug Koory
Nebraska
$7K
TCOV
600
Trust Company of Vermont
Vermont
$7K