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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
SHIM
651
Stone House Investment Management
Pennsylvania
-$584K -5,761 Closed
WEG
652
World Equity Group
Illinois
-$529K -5,215 Closed
SCA
653
Sage Capital Advisors
South Dakota
-$527K -5,197 Closed
KIG
654
Kowal Investment Group
Wisconsin
-$469K -4,624 Closed
ACP
655
Aveo Capital Partners
Colorado
-$466K -4,599 Closed
Simplex Trading
656
Simplex Trading
Illinois
-$376K -3,709 Closed
IP
657
Investment Partners
Ohio
-$372K -3,671 Closed
FFG
658
Ford Financial Group
California
-$354K -3,497 Closed
BCM
659
Beaumont Capital Management
Massachusetts
-$339K -3,351 Closed
BWM
660
Birchcreek Wealth Management
Ohio
-$313K -3,089 Closed
PPP
661
Private Portfolio Partners
New Jersey
-$305K -3,003 Closed
MC
662
Moors & Cabot
Massachusetts
-$274K -2,705 Closed
WA
663
WP Advisors
California
-$256K -2,525 Closed
BFA
664
Beaumont Financial Advisors
Massachusetts
-$251K -2,471 Closed
FPAS
665
Focus Partners Advisor Solutions
Missouri
-$250K -2,462 Closed
BF
666
BOK Financial
Oklahoma
-$231K -2,278 Closed
VFP
667
Verus Financial Partners
Virginia
-$231K -2,276 Closed
SFA
668
Sequoia Financial Advisors
Ohio
-$230K -2,267 Closed
AWA
669
Arete Wealth Advisors
Illinois
-$227K -2,239 Closed
OCM
670
Objective Capital Management
Ohio
-$223K -2,201 Closed
SAS
671
SMI Advisory Services
Indiana
-$217K -2,140 Closed
EAM
672
Evanson Asset Management
California
-$209K -2,056 Closed
VC
673
Vicus Capital
Pennsylvania
-$208K -2,055 Closed
WA
674
WBH Advisory
Maryland
-$206K -2,041 Closed
ET
675
Equitable Trust
Tennessee
-$206K -2,033 Closed