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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
KLI
51
Kelman-Lazarov Inc
Tennessee
$24.3M +$25.3M +253,054 New
SI
52
Stephens Inc
Arkansas
$24M +$23.7M +236,825 +1,809%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$23.9M +$3.54M +35,309 +17%
EC
54
Estate Counselors
Wisconsin
$23.2M +$8.62M +86,065 +55%
TC
55
TownSquare Capital
Utah
$22.3M -$25.4K -254 -0.1%
NCM
56
New Capital Management
Texas
$21.5M +$1.35M +13,445 +6%
AWE
57
Avidian Wealth Enterprises
Texas
$20.8M +$19.6M +195,442 +914%
AAM
58
Austin Asset Management
Texas
$20.8M -$357K -3,562 -2%
PFPT
59
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.5M +$1.18M +11,750 +6%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$20.5M +$18M +179,585 +536%
Creative Planning
61
Creative Planning
Kansas
$20.5M +$3.61M +36,023 +20%
PCIG
62
Partners Capital Investment Group
Massachusetts
$20.4M +$17.3M +173,110 +439%
Renaissance Technologies
63
Renaissance Technologies
New York
$20.1M +$13.6M +135,900 +185%
AWS
64
Atria Wealth Solutions
New York
$19.4M +$9.5M +94,812 +88%
WA
65
Wilshire Advisors
California
$19.4M -$680K -6,785 -3%
AIA
66
Arbor Investment Advisors
North Carolina
$19.3M -$5.09M -50,779 -20%
CHP
67
Cable Hill Partners
Oregon
$19.1M -$146K -1,454 -0.7%
NA
68
NewEdge Advisors
Louisiana
$19M -$1.12M -11,223 -5%
BRWA
69
B. Riley Wealth Advisors
Florida
$18.5M +$8.24M +82,283 +75%
KOC
70
Koss-Olinger Consulting
Florida
$18.3M -$39.8M -397,187 -68%
FTUS
71
Flow Traders U.S.
New York
$17.4M +$9.66M +96,446 +114%
GWM
72
GoalFusion Wealth Management
Texas
$17.3M +$790K +7,891 +5%
RT
73
Rockland Trust
Massachusetts
$17M +$673K +6,720 +4%
WFS
74
Walker Financial Services
Kentucky
$16.8M +$14.9M +148,601 +576%
RIA
75
Regal Investment Advisors
Michigan
$16.7M +$1.97M +19,634 +13%