We are live on ! Find out more
STIP icon

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
ECML
76
Eagle Capital Management (Louisiana)
Louisiana
$16.6M -$5.42M -52,475 -24%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$16.5M -$3.76M -36,389 -18%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$16.4M +$3.76M +36,403 +29%
FNC
79
First National Corp
Massachusetts
$16.3M +$1.6M +15,502 +11%
SCM
80
Stordahl Capital Management
Colorado
$16.1M -$20.2K -196 -0.1%
REMPR
81
Roof Eidam Maycock Peralta (REMP)
California
$15.9M +$234K +2,270 +1%
SFPM
82
Sensible Financial Planning & Management
Massachusetts
$15.9M -$58.4K -566 -0.4%
GGS
83
Galvin Gaustad & Stein
Arizona
$15.8M +$520K +5,040 +3%
EC
84
Estate Counselors
Wisconsin
$15.8M +$507K +4,909 +3%
AWA
85
Amplius Wealth Advisors
Pennsylvania
$15.8M -$8.06M -78,051 -33%
HTC
86
Haverford Trust Company
Pennsylvania
$15.7M +$1.98M +19,197 +14%
OC
87
Oppenheimer & Co
New York
$15.7M +$3.92M +37,992 +33%
EVM
88
Eaton Vance Management
Massachusetts
$15.6M +$2.34M +22,674 +17%
RIA
89
Regal Investment Advisors
Michigan
$15.6M +$12.9M +124,768 +432%
BWA
90
Burt Wealth Advisors
Maryland
$15.6M +$15.9M +153,674 New
TWM
91
Tanager Wealth Management
United Kingdom
$14.4M +$2.53M +24,518 +21%
PMG
92
ProVise Management Group
Florida
$14.3M +$952K +9,216 +7%
ACA
93
Atlas Capital Advisors
Wyoming
$14.1M +$3.73M +36,152 +35%
HWA
94
Heartwood Wealth Advisors
Virginia
$14M +$226K +2,193 +2%
PGA
95
Portland Global Advisors
Maine
$13.9M +$77.4K +750 +0.5%
SLWA
96
San Luis Wealth Advisors
California
$13.9M +$14.2M +137,436 New
LF
97
Lee Financial
Texas
$13.7M +$8.36M +80,977 +150%
RRWA
98
Rainey & Randall Wealth Advisors
Florida
$13.5M +$544K +5,273 +4%
FF
99
Friedenthal Financial
New Jersey
$13.4M -$5.81M -56,234 -30%
KAS
100
Kestra Advisory Services
Texas
$12.9M +$8M +77,445 +157%