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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
WIM
626
Westside Investment Management
California
$70
CMF
627
Counterpoint Mutual Funds
California
-$102M -1,007,586 Closed
B
628
Barings
North Carolina
-$37M -364,865 Closed
S
629
Schroders
United Kingdom
-$28.2M -277,800 Closed
MCM
630
MV Capital Management
Maryland
-$24.7M -243,796 Closed
PWS
631
Paragon Wealth Strategies
Florida
-$11.6M -115,997 -100%
CPFP
632
Clear Perspectives Financial Planning
Ohio
-$10.3M -101,921 Closed
OWM
633
OneAscent Wealth Management
Alabama
-$9.93M -97,877 Closed
CCFP
634
Charles Carroll Financial Partners
Massachusetts
-$8.99M -88,611 Closed
EF
635
Empowered Funds
Pennsylvania
-$8.56M -84,808 Closed
SWM
636
Scissortail Wealth Management
Oklahoma
-$8.68M -81,990 Closed
OFS
637
OneAscent Financial Services
Alabama
-$8.09M -79,775 Closed
CA
638
CapWealth Advisors
Tennessee
-$7.6M -74,926 Closed
SAM
639
Synergy Asset Management
Washington
-$7.49M -73,796 Closed
F4L
640
Fortune 45 LLC
Louisiana
-$3.5M -34,485 Closed
RHP
641
Royal Harbor Partners
Texas
-$3.5M -34,471 Closed
WEPOG
642
Wealth Enhancement & Preservation of GA
Georgia
-$2.16M -21,258 Closed
CWG
643
Crown Wealth Group
North Carolina
-$1.83M -18,064 Closed
ZIM
644
Zacks Investment Management
Illinois
-$1.37M -13,525 Closed
Franklin Resources
645
Franklin Resources
California
-$1.18M -11,600 Closed
EPA
646
Element Pointe Advisors
Florida
-$1.06M -10,500 Closed
WJA
647
Willis Johnson & Associates
Texas
-$993K -9,786 Closed
BWM
648
Brickley Wealth Management
California
-$668K -6,582 Closed
WSCM
649
Wellington Shields Capital Management
New York
-$657K -6,480 Closed
Citadel Advisors
650
Citadel Advisors
Florida
-$645K -6,436 Closed