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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
FWM
576
Focused Wealth Management
New York
$1.47K
IF
577
Integrity Financial
Wyoming
$1.45K
AWM
578
Atticus Wealth Management
Florida
$1.26K
BAM
579
Bellevue Asset Management
Washington
$1.26K
IPW
580
Impact Partnership Wealth
Georgia
$1.16K -$1.55K -16 -57%
TFA
581
Transamerica Financial Advisors
Florida
$1K
CI
582
Cordant Inc
Oregon
$970 +$972 +10 New
AWM
583
Abound Wealth Management
Tennessee
$679 +$680 +7 New
KFI
584
Key Financial Inc
Pennsylvania
$485
S
585
SignatureFD
Georgia
$427
NRG
586
Nemes Rush Group
Michigan
$227
SSB
587
Sandy Spring Bank
Maryland
$35
Charles Schwab
588
Charles Schwab
California
-$411M -4,213,716 Closed
GLR
589
Great Lakes Retirement
Ohio
-$22.7M -232,664 Closed
ACA
590
Atlas Capital Advisors
Wyoming
-$11.6M -119,217 Closed
PCWA
591
Pacific Capital Wealth Advisors
California
-$10.6M -109,010 Closed
SMG
592
Smart Money Group
Texas
-$9.8M -100,408 Closed
PCP
593
Proficio Capital Partners
Massachusetts
-$6.06M -62,063 Closed
MAG
594
MRA Advisory Group
New Jersey
-$4.7M -48,176 Closed
BFS
595
Beacon Financial Strategies
North Carolina
-$3.7M -37,941 Closed
SHFP
596
Second Half Financial Partners
Florida
-$2.61M -26,748 Closed
PG
597
Prostatis Group
Maryland
-$25.6K -25,571 Closed
CA
598
Calton & Associates
Florida
-$1.44M -14,791 Closed
GS
599
GTS Securities
New York
-$1.2M -12,252 Closed
CPA
600
Capital Planning Advisors
California
-$774K -7,930 Closed