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iShares 0-5 Year TIPS Bond ETF

658 hedge funds and large institutions have $9.23B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 222 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,273% more call options, than puts

Call options by funds: $8.92M | Put options by funds: $204K

49% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 84

34% more capital invested

Capital invested by funds: $6.9B → $9.23B (+$2.33B)

12.2% more ownership

Funds ownership: 57.93%70.14% (+12%)

5% more funds holding

Funds holding: 629658 (+29)

7% less funds holding in top 10

Funds holding in top 10: 9487 (-7)

10% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 248

Holders
658
Holders Change
+29
Holders Change %
+4.61%
% of All Funds
10.58%
Holding in Top 10
87
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.45%
% of All Funds
1.4%
New
125
Increased
222
Reduced
248
Closed
84
Calls
$8.92M
Puts
$204K
Net Calls
+$8.72M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
626
North Star Investment Management
Illinois
$9.7K
ZIG
627
Zullo Investment Group
Pennsylvania
$9.7K
TC
628
Truvestments Capital
Florida
$8.34K -$1.94K -20 -19%
OCM
629
Orion Capital Management
California
$7.95K
PA
630
Parallel Advisors
California
$7.29K +$3.4K +35 +88%
RIA
631
Realta Investment Advisors
Delaware
$7.27K -$49.2K -506 -87%
PK
632
Pflug Koory
Nebraska
$7K
TCOV
633
Trust Company of Vermont
Vermont
$6.88K
GI
634
Gradient Investments
Minnesota
$6.59K +$6.41K +66 +3,300%
HT
635
Headlands Technologies
Illinois
$6K +$6.41K +66 New
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.65K
NRC
637
New Republic Capital
North Carolina
$4.27K +$4.28K +44 New
AWM
638
Atticus Wealth Management
Florida
$4.17K
WBC
639
West Branch Capital
Massachusetts
$3.98K
CPG
640
Cornerstone Planning Group
New Jersey
$3.82K +$3.79K +39 New
FWP
641
FAS Wealth Partners
Kansas
$3.75K +$97 +1 +3%
TRCT
642
Tower Research Capital (TRC)
New York
$3K -$583 -6 -15%
NFSG
643
Newbridge Financial Services Group
Florida
$2.91K -$9.81K -101 -77%
NMG
644
New Millennium Group
Utah
$2.81K
FCA
645
Fortis Capital Advisors
Kansas
$2.71K +$2.72K +28 New
FWM
646
Focused Wealth Management
New York
$2.51K
LFG
647
Larson Financial Group
Missouri
$2.13K +$194 +2 +10%
MWC
648
MBM Wealth Consultants
Missouri
$2K +$2.43K +25 New
RAM
649
Riggs Asset Management
Pennsylvania
$1.94K
HCP
650
Hexagon Capital Partners
Arkansas
$1.84K -$5.93K -61 -76%