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iShares 0-5 Year TIPS Bond ETF

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

17% more funds holding

Funds holding: 229267 (+38)

12% more capital invested

Capital invested by funds: $1.38B → $1.54B (+$159M)

3.05% more ownership

Funds ownership: 59.81%62.85% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.26%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Continuum Advisory
Idaho
$3.33M -$376K -3,751 -10%
FCIM
77
Fairview Capital Investment Management
California
$3.31M -$103K -1,026 -3%
GIM
78
Goelzer Investment Management
Indiana
$3.31M
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$3.09M
SPC
80
Sigma Planning Corp
Michigan
$3.06M +$157K +1,568 +5%
HIP
81
Harrell Investment Partners
Texas
$2.95M +$2.93M +29,258 New
LNC
82
Lincoln National Corp
Pennsylvania
$2.94M +$271K +2,699 +10%
RHP
83
Royal Harbor Partners
Texas
$2.92M +$2.91M +29,024 New
US Bancorp
84
US Bancorp
Minnesota
$2.85M
HFBOT
85
Home Federal Bank of Tennessee
Tennessee
$2.69M -$95.5K -952 -3%
Citadel Advisors
86
Citadel Advisors
Florida
$2.68M +$2.67M +26,591 New
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$2.64M +$387K +3,861 +17%
IP
88
Investment Partners
Ohio
$2.63M +$682K +6,800 +35%
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$2.59M +$660K +6,577 +29%
LFPWM
90
Leicht Financial Planning & Wealth Management
New Jersey
$2.5M -$2.48M -24,714 -50%
EPA
91
Element Pointe Advisors
Florida
$2.49M +$159K +1,590 +7%
Jane Street
92
Jane Street
New York
$2.47M -$8.24M -82,167 -77%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$2.45M +$599K +5,968 +33%
BlackRock
94
BlackRock
New York
$2.4M -$3.62M -36,064 -60%
BPWA
95
Beacon Pointe Wealth Advisors
California
$2.2M -$1.11M -11,035 -34%
HAS
96
HBW Advisory Services
California
$2.16M +$99.1K +988 +5%
EIP
97
Ellis Investment Partners
Pennsylvania
$2.13M -$91.4K -911 -4%
Renaissance Technologies
98
Renaissance Technologies
New York
$2.12M +$2.11M +21,000 New
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$2.01M +$922K +9,191 +85%
AI
100
Atria Investments
North Carolina
$1.96M +$136K +1,357 +7%