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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
V
676
Veritable
Delaware
-$5.55M -57,778 Closed
IAIM
677
Industrial Alliance Investment Management
Quebec, Canada
-$3.64M -37,471 -100%
PPW
678
Pasadena Private Wealth
California
-$3.15M -32,742 Closed
RA
679
RFG Advisory
Alabama
-$3.17M -32,668 Closed
TSA
680
Tri-Star Advisors
Texas
-$3.16M -32,634 Closed
DWMG
681
DB Wealth Management Group
California
-$2.67M -27,743 Closed
IDA
682
Intelligence Driven Advisers
California
-$2.45M -25,282 Closed
VWA
683
V Wealth Advisors
Kansas
-$2.28M -23,741 Closed
GWM
684
Grand Wealth Management
Michigan
-$1.88M -19,537 Closed
PBO
685
Peoples Bank (Ohio)
Ohio
-$1.57M -16,368 Closed
HF
686
HRT Financial
New York
-$1.44M -14,975 Closed
SWA
687
Stratos Wealth Advisors
Ohio
-$1.21M -12,632 Closed
RSWM
688
Robertson Stephens Wealth Management
California
-$1.17M -12,193 Closed
FHC
689
First Heartland Consultants
Missouri
-$1.12K -11,655 Closed
RBCM
690
Raub Brock Capital Management
California
-$932K -9,700 Closed
T
691
TCWP
Ohio
-$893K -9,296 Closed
IC
692
Innealta Capital
Texas
-$874K -9,093 Closed
AFP
693
Ausdal Financial Partners
Iowa
-$834K -8,682 Closed
AWM
694
Alterna Wealth Management
Texas
-$829K -8,630 Closed
RFN
695
Redwood Financial Network
Ohio
-$797K -8,294 Closed
WE
696
Wealth Effects
Massachusetts
-$790K -8,224 Closed
FP
697
Financial Perspectives
Minnesota
-$776K -7,984 Closed
MRWM
698
ML&R Wealth Management
Texas
-$729K -7,590 Closed
ML
699
McAdam LLC
Pennsylvania
-$660K -6,864 Closed
NEAM
700
New England Asset Management
Connecticut
-$609K -6,337 Closed