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iShares 0-5 Year TIPS Bond ETF

611 hedge funds and large institutions have $7.23B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 285 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 41

94% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 147

31% more funds holding in top 10

Funds holding in top 10: 84110 (+26)

15% more capital invested

Capital invested by funds: $6.29B → $7.23B (+$939M)

11% more funds holding

Funds holding: 551611 (+60)

0.89% more ownership

Funds ownership: 56.9%57.79% (+0.89%)

Holders
611
Holders Change
+60
Holders Change %
+10.89%
% of All Funds
10.29%
Holding in Top 10
110
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.95%
% of All Funds
1.85%
New
109
Increased
285
Reduced
147
Closed
41
Calls
$4.82M
Puts
Net Calls
+$4.82M
Net Calls Change
+$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MV Capital Management
Maryland
$24.7M -$12.2M -118,046 -33%
AWM
52
AE Wealth Management
Kansas
$24.4M +$12.7M +122,594 +104%
WAM
53
WNY Asset Management
New York
$24M +$1.51M +14,578 +7%
CCA
54
Clearwater Capital Advisors
Illinois
$23.9M -$1.22M -11,841 -5%
TC
55
TownSquare Capital
Utah
$23.6M +$4.04M +39,164 +20%
KCM
56
Karp Capital Management
California
$22.6M +$995K +9,639 +5%
RCS
57
Retirement Capital Strategies
California
$22.5M -$133K -1,288 -0.6%
AAM
58
Austin Asset Management
Texas
$22.3M -$664K -6,431 -3%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$21.7M +$2.84M +27,518 +15%
NCM
60
New Capital Management
Texas
$21.2M +$9.32M +90,298 +75%
NA
61
NewEdge Advisors
Louisiana
$21.2M +$10.1M +97,427 +87%
WA
62
Wilshire Advisors
California
$21.1M -$2.06M -20,000 -9%
PFPT
63
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.5M +$10.6M +103,129 +104%
CHP
64
Cable Hill Partners
Oregon
$20.3M +$20.6M +199,993 New
PAG
65
Private Advisor Group
New Jersey
$19.6M +$3.63M +35,155 +22%
TC
66
Trilogy Capital
California
$18.7M +$2.42M +23,434 +15%
Creative Planning
67
Creative Planning
Kansas
$18M +$6.06M +58,679 +50%
JWM
68
Jeppson Wealth Management
California
$17.9M +$11M +106,562 +153%
GWM
69
GoalFusion Wealth Management
Texas
$17.4M +$70.5K +683 +0.4%
LWA
70
LWS Wealth Advisors
New Jersey
$17.3M +$51.3K +497 +0.3%
RT
71
Rockland Trust
Massachusetts
$17.2M +$274K +2,656 +2%
OCM
72
One Capital Management
California
$17.2M +$2.49M +24,128 +17%
CW
73
Connectus Wealth
Ohio
$16.9M -$505K -4,894 -3%
MML Investors Services
74
MML Investors Services
Massachusetts
$16.9M +$11.3M +109,059 +190%
DWP
75
Destiny Wealth Partners
Florida
$16.8M -$1.98M -19,175 -10%