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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
MOS
601
MGO One Seven
Ohio
$6.37K +$357K +3,569 +6%
JMF
602
Johnson Midwest Financial
Iowa
$5.63K -$5.39M -53,854 -90%
EWM
603
Executive Wealth Management
Michigan
$5.3K -$11.1M -110,639 -95%
SCA
604
Stonebridge Capital Advisors
Minnesota
$5K +$4.71K +47 New
AA
605
AlphaMark Advisors
Kentucky
$5K +$5.01K +50 New
FDCDDQ
606
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.61K
AWM
607
Atticus Wealth Management
Florida
$4K
HWA
608
HHM Wealth Advisors
Tennessee
$4K
WBC
609
West Branch Capital
Massachusetts
$4K
TRCT
610
Tower Research Capital (TRC)
New York
$4K +$3.21K +32 +356%
FWP
611
FAS Wealth Partners
Kansas
$4K +$3.81K +38 New
PA
612
Parallel Advisors
California
$4K +$4.01K +40 New
CWM
613
Castle Wealth Management
Florida
$3K -$250K -2,494 -99%
NMG
614
New Millennium Group
Utah
$3K +$100 +1 +4%
LFG
615
Larson Financial Group
Missouri
$2K -$3.21K -32 -62%
FWM
616
Focused Wealth Management
New York
$2K
TAM
617
Townsend Asset Management
North Carolina
$2K
WAM
618
Worth Asset Management
Texas
$2K
RAM
619
Riggs Asset Management
Pennsylvania
$2K +$2K +20 New
PO
620
Private Ocean
California
$2K +$2.8K +28 New
FHC
621
First Heartland Consultants
Missouri
$1.12K +$1.17M +11,655 New
SIS
622
Sound Income Strategies
Florida
$1K -$3.81K -38 -86%
IF
623
Integrity Financial
Wyoming
$1K
TFA
624
Transamerica Financial Advisors
Florida
$1K
CIAS
625
CFS Investment Advisory Services
New Jersey
$1K +$9.41M +93,996 New