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iShares 0-5 Year TIPS Bond ETF

248 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 106 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 73

10% more capital invested

Capital invested by funds: $1.28B → $1.41B (+$129M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 251248 (-3)

7% less ownership

Funds ownership: 66.88%59.88% (-7%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
5.09%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
27
Increased
106
Reduced
73
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
51
First National Corp
Massachusetts
$5.64M +$1.76M +17,330 +46%
IA
52
IFG Advisory
Georgia
$5.58M +$824K +8,126 +18%
AWE
53
Avidian Wealth Enterprises
Texas
$5.52M -$751K -7,400 -12%
NA
54
NextCapital Advisers
Illinois
$5.17M +$1.01M +9,980 +25%
CL
55
CPWM LLC
Washington
$5.05M -$568K -5,594 -10%
LPL Financial
56
LPL Financial
California
$4.97M -$597K -5,883 -11%
SIAM
57
Sterling Investment Advisors (Missouri)
Missouri
$4.78M -$4.26K -42 -0.1%
DI
58
Disciplined Investments
Oklahoma
$4.29M +$396K +3,904 +10%
FIM
59
Freedom Investment Management
Connecticut
$4.26M -$680K -6,698 -14%
MHR
60
Matthew Hamilton Rosenberg
$4.18M -$128K -1,265 -3%
UCFA
61
United Capital Financial Advisors
Texas
$4.14M -$1.77M -17,451 -30%
RFN
62
RDA Financial Network
Iowa
$4.13M -$95.8K -944 -2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$4.1M +$1.3M +12,841 +47%
GAM
64
Gould Asset Management
California
$4.05M +$88.1K +868 +2%
HWA
65
Hillcrest Wealth Advisors
New Jersey
$3.77M
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$3.75M +$54K +532 +1%
NCM
67
New Capital Management
Texas
$3.74M +$122K +1,204 +3%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$3.52M
SPC
69
Sigma Planning Corp
Michigan
$3.24M -$31.7K -312 -1%
B
70
Bridgeworth
Alabama
$3.23M -$2.57M -25,324 -45%
FCIM
71
Fairview Capital Investment Management
California
$3.14M
TIM
72
Tortoise Investment Management
New York
$3.14M -$477K -4,705 -13%
EWM
73
Executive Wealth Management
Michigan
$3.1M +$2.22M +21,841 +258%
CA
74
Continuum Advisory
Idaho
$3.08M -$165K -1,624 -5%
US Bancorp
75
US Bancorp
Minnesota
$3.04M -$16.9K -167 -0.6%