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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
WCG
676
Weaver Consulting Group
California
-$204K -2,016 Closed
3LCM
677
3D/L Capital Management
Connecticut
-$204K -2,014 Closed
CIBC Private Wealth Group
678
CIBC Private Wealth Group
Georgia
-$194K -1,910 Closed
COCM
679
Charter Oak Capital Management
New Hampshire
-$175K -1,725 Closed
CP
680
Castleview Partners
Texas
-$74.5K -1,572 Closed
AP
681
Advisors Preferred
Maryland
-$138K -1,357 Closed
ST
682
Smithfield Trust
Pennsylvania
-$127K -1,255 Closed
AW
683
ACG Wealth
Georgia
-$22K -217 Closed
LFA
684
Level Financial Advisors
New York
-$11.6K -116 -97%
WA
685
WestEnd Advisors
North Carolina
-$7.5K -74 Closed
CHA
686
Carmichael Hill & Associates
Maryland
-$7K -68 Closed
VWM
687
Valley Wealth Managers
New Jersey
-$7K -67 Closed
PMFA
688
Plante Moran Financial Advisors
Michigan
-$5K -45 Closed
Qube Research & Technologies (QRT)
689
Qube Research & Technologies (QRT)
United Kingdom
-$4K -40 Closed
SIC
690
Salem Investment Counselors
North Carolina
-$3K -31 Closed
GI
691
Gradient Investments
Minnesota
-$2.7K -27 -93%
AP
692
Arlington Partners
Alabama
-$1K -13 Closed
AF
693
Advisornet Financial
Minnesota
+$200 +2 New
S
694
SignatureFD
Georgia
+$200 +2 New