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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
Renaissance Technologies
76
Renaissance Technologies
New York
$2.83M +$1.66M +16,400 +146%
LNC
77
Lincoln National Corp
Pennsylvania
$2.82M -$109K -1,077 -4%
PA
78
Parkside Advisors
California
$2.82M +$504K +4,964 +22%
PAG
79
Private Advisor Group
New Jersey
$2.76M -$2.99M -29,423 -52%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$2.76M -$1.2M -11,852 -31%
AWM
81
AE Wealth Management
Kansas
$2.74M +$97.3K +959 +4%
HIP
82
Harrell Investment Partners
Texas
$2.72M +$234K +2,305 +10%
FA
83
Forefront Analytics
Pennsylvania
$2.71M
IP
84
Investment Partners
Ohio
$2.67M -$127K -1,255 -5%
CF
85
Centaurus Financial
California
$2.62M +$56.8K +560 +2%
PWM
86
Paulson Wealth Management
Illinois
$2.38M +$288K +2,842 +14%
BlackRock
87
BlackRock
New York
$2.33M -$108K -1,060 -4%
EIP
88
Ellis Investment Partners
Pennsylvania
$2.29M +$298K +2,933 +15%
HAS
89
HBW Advisory Services
California
$2.27M +$175K +1,724 +8%
HFBOT
90
Home Federal Bank of Tennessee
Tennessee
$2.27M -$139K -1,370 -6%
Goldman Sachs
91
Goldman Sachs
New York
$2.2M -$2.1M -20,663 -49%
MCP
92
Martin Capital Partners
Oregon
$2.13M +$179K +1,767 +9%
FTS
93
Fifth Third Securities
Ohio
$2.07M +$2.05M +20,189 New
1WA
94
180 Wealth Advisors
Washington
$2.01M +$820K +8,081 +70%
VAS
95
Vestmark Advisory Solutions
Massachusetts
$1.9M +$474K +4,676 +34%
EH
96
Equitable Holdings
New York
$1.88M +$1.05M +10,367 +130%
EVM
97
Eaton Vance Management
Massachusetts
$1.8M -$14.9K -147 -0.8%
NAS
98
Nicolet Advisory Services
Wisconsin
$1.79M -$1.68M -16,590 -49%
BEC
99
Blue Edge Capital
Virginia
$1.75M +$1.14M +11,189 +190%
FPS
100
Fieldpoint Private Securities
Connecticut
$1.66M +$205K +2,020 +14%