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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
FCIM
76
Fairview Capital Investment Management
California
$3.17M -$18.1K -175 -0.6%
EWM
77
Executive Wealth Management
Michigan
$3.13M -$26.3K -254 -0.8%
US Bancorp
78
US Bancorp
Minnesota
$3.05M -$41.7K -403 -1%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$3.02M +$218K +2,108 +8%
LNC
80
Lincoln National Corp
Pennsylvania
$2.96M +$93.6K +905 +3%
FTS
81
Fifth Third Securities
Ohio
$2.93M +$828K +8,007 +40%
CA
82
Continuum Advisory
Idaho
$2.88M -$238K -2,304 -8%
NPP
83
New Potomac Partners
Maryland
$2.85M +$1.39M +13,405 +96%
B
84
Barings
North Carolina
$2.81M +$2.8M +27,017 New
FA
85
Forefront Analytics
Pennsylvania
$2.75M
FI
86
FormulaFolio Investments
Michigan
$2.73M +$2.71M +26,184 New
PAG
87
Private Advisor Group
New Jersey
$2.7M -$103K -992 -4%
TIM
88
Tortoise Investment Management
New York
$2.68M -$507K -4,900 -16%
MOS
89
MGO One Seven
Ohio
$2.64M +$1.52M +14,650 +137%
VAS
90
Vestmark Advisory Solutions
Massachusetts
$2.6M +$665K +6,424 +35%
EIP
91
Ellis Investment Partners
Pennsylvania
$2.55M +$224K +2,170 +10%
PWM
92
Paulson Wealth Management
Illinois
$2.49M +$65.2K +630 +3%
1WA
93
180 Wealth Advisors
Washington
$2.45M +$415K +4,014 +20%
HAS
94
HBW Advisory Services
California
$2.42M +$106K +1,029 +5%
HFBOT
95
Home Federal Bank of Tennessee
Tennessee
$2.31M +$6.21K +60 +0.3%
BlackRock
96
BlackRock
New York
$2.29M -$80.8K -781 -3%
GM
97
GeoWealth Management
Illinois
$2.25M +$615K +5,942 +38%
MCP
98
Martin Capital Partners
Oregon
$2.19M +$19.8K +191 +0.9%
EH
99
Equitable Holdings
New York
$2.1M +$186K +1,802 +10%
BPA
100
Beacon Pointe Advisors
California
$2.09M +$408K +3,941 +24%