We are live on ! Find out more
STIP icon

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
OCM
76
One Capital Management
California
$16.3M +$47.5K +474 +0.3%
DWP
77
Destiny Wealth Partners
Florida
$16.3M +$398K +3,979 +2%
LWA
78
LWS Wealth Advisors
New Jersey
$16.2M -$195K -1,945 -1%
CW
79
Connectus Wealth
Ohio
$16M +$18.1K +181 +0.1%
TC
80
Trilogy Capital
California
$16M -$1.81M -18,039 -10%
Stifel Financial
81
Stifel Financial
Missouri
$15.9M -$10.1M -100,737 -38%
OC
82
Oppenheimer & Co
New York
$15.7M +$905K +9,034 +6%
SFPM
83
Sensible Financial Planning & Management
Massachusetts
$15.5M +$493K +4,924 +3%
JWM
84
Jeppson Wealth Management
California
$15.5M -$1.5M -14,971 -8%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$15.4M -$241K -2,402 -1%
PWM
86
Paulson Wealth Management
Illinois
$15.3M +$6.72M +67,137 +73%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$15.1M -$440K -4,397 -3%
SCM
88
Stordahl Capital Management
Colorado
$15M -$315K -3,149 -2%
TIM
89
Tortoise Investment Management
New York
$14.9M +$14.6M +145,766 +1,548%
REMPR
90
Roof Eidam Maycock Peralta (REMP)
California
$14.9M -$186K -1,855 -1%
PMG
91
ProVise Management Group
Florida
$14.9M +$1.42M +14,211 +10%
CNC
92
Canandaigua National Corp
New York
$14.6M +$3.15M +31,454 +26%
LF
93
Lee Financial
Texas
$14.5M +$1.6M +15,958 +12%
EH
94
Equitable Holdings
New York
$14.5M +$8.6M +85,897 +132%
GGS
95
Galvin Gaustad & Stein
Arizona
$14.4M -$560K -5,593 -4%
BWA
96
Burt Wealth Advisors
Maryland
$14.4M -$341K -3,404 -2%
AFWM
97
AMJ Financial Wealth Management
Virginia
$14.3M +$7.51M +75,004 +102%
HWA
98
Heartwood Wealth Advisors
Virginia
$13.4M +$103K +1,030 +0.7%
EVM
99
Eaton Vance Management
Massachusetts
$13.2M -$1.62M -16,175 -11%
PGA
100
Portland Global Advisors
Maine
$13.1M -$123K -1,230 -0.9%