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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
CAM
626
Costello Asset Management
Pennsylvania
-$910K -8,668 Closed
PAG
627
Private Advisory Group
Washington
-$896K -8,541 Closed
SAM
628
Strategy Asset Managers
California
-$627K -5,973 Closed
FCA
629
FLC Capital Advisors
California
-$491K -4,678 Closed
CHAM
630
Clear Harbor Asset Management
Connecticut
-$394K -3,756 Closed
I
631
INVST
Indiana
-$292K -2,835 Closed
MMA
632
Miracle Mile Advisors
California
-$293K -2,793 Closed
WCM
633
Windsor Capital Management
Arizona
-$277K -2,647 Closed
SIC
634
Sterling Investment Counsel
New York
-$252K -2,400 Closed
IP
635
Ignite Planners
California
-$240K -2,295 Closed
HCM
636
Hudson Capital Management
New Jersey
-$201K -1,920 Closed
SCA
637
Sandy Cove Advisors
Massachusetts
-$148K -1,411 Closed
FAG
638
Fortitude Advisory Group
Washington
-$146K -1,389 Closed
EWA
639
EP Wealth Advisors
California
-$110K -1,052 Closed
ADL
640
Asset Dedication LLC
California
-$100K -952 Closed
CPW
641
Crestmont Private Wealth
Texas
-$41K -391 Closed
BHWM
642
Bay Harbor Wealth Management
Maryland
-$16K -157 Closed
TF
643
Tompkins Financial
New York
-$14K -137 Closed
PCFFS
644
Pacific Center for Financial Services
California
-$6K -54 Closed
PWMG
645
Prestige Wealth Management Group
New Jersey
-$5K -51 Closed
CYG
646
Clean Yield Group
Vermont
-$3K -28 Closed
FFWM
647
Future Financial Wealth Management
Ohio
-$3K -25 Closed
PO
648
Private Ocean
California
-$2K -23 Closed
MAM
649
Meeder Asset Management
Ohio
-$2K -18 Closed
PA
650
Parallel Advisors
California
-$1K -10 Closed