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iShares 0-5 Year TIPS Bond ETF

264 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

84% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 64

16% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$232M)

6% more funds holding

Funds holding: 248264 (+16)

1.41% less ownership

Funds ownership: 59.88%58.47% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
5.33%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.48%
New
35
Increased
118
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$6.56M +$1.5M +14,511 +30%
HH
52
Hilltop Holdings
Texas
$6.46M -$6.75M -65,278 -51%
CA
53
Cambridge Associates
Massachusetts
$6.46M
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$6.46M
NCM
55
New Capital Management
Texas
$6.36M +$2.54M +24,576 +67%
IA
56
IFG Advisory
Georgia
$6.11M +$436K +4,219 +8%
DRS
57
Deane Retirement Strategies
Louisiana
$6M +$5.97M +57,668 New
LI
58
LVZ Inc
Michigan
$5.99M +$4.89M +47,224 +458%
HWA
59
Heartwood Wealth Advisors
Virginia
$5.97M -$3.07M -29,639 -34%
CL
60
CPWM LLC
Washington
$5.04M -$93.5K -904 -2%
Stifel Financial
61
Stifel Financial
Missouri
$5.02M +$4.71M +45,522 +1,699%
KAS
62
Kestra Advisory Services
Texas
$4.76M +$4.74M +45,785 New
FIM
63
Freedom Investment Management
Connecticut
$4.76M +$427K +4,132 +10%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$4.5M +$329K +3,183 +8%
DI
65
Disciplined Investments
Oklahoma
$4.37M +$5.38K +52 +0.1%
MHR
66
Matthew Hamilton Rosenberg
$4.13M -$121K -1,169 -3%
HWA
67
Hillcrest Wealth Advisors
New Jersey
$3.84M +$10.3K +100 +0.3%
RFN
68
RDA Financial Network
Iowa
$3.79M -$404K -3,904 -10%
PA
69
Parkside Advisors
California
$3.75M +$879K +8,499 +31%
Renaissance Technologies
70
Renaissance Technologies
New York
$3.71M +$838K +8,100 +29%
Goldman Sachs
71
Goldman Sachs
New York
$3.58M +$1.33M +12,876 +60%
AWE
72
Avidian Wealth Enterprises
Texas
$3.57M -$2.03M -19,594 -36%
SPC
73
Sigma Planning Corp
Michigan
$3.5M +$208K +2,014 +6%
HIP
74
Harrell Investment Partners
Texas
$3.33M +$569K +5,502 +21%
AWM
75
AE Wealth Management
Kansas
$3.23M +$436K +4,218 +16%