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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
FA
101
Forefront Analytics
Pennsylvania
$1.91M +$312K +3,111 +20%
KL
102
KWMG LLC
Kansas
$1.91M -$162K -1,618 -8%
EVM
103
Eaton Vance Management
Massachusetts
$1.85M -$144K -1,435 -7%
MCP
104
Martin Capital Partners
Oregon
$1.85M +$43K +429 +2%
FTUS
105
Flow Traders U.S.
New York
$1.8M -$2.18M -21,777 -55%
HC
106
HNP Capital
New York
$1.79M +$1.27M +12,650 +250%
VAS
107
Vestmark Advisory Solutions
Massachusetts
$1.76M +$1.65M +16,447 +158%
VRM
108
Vectors Research Management
New York
$1.73M +$1.22M +12,131 +239%
ATPW
109
Ashton Thomas Private Wealth
Arizona
$1.71M +$1.7M +16,988 New
JIR
110
James Investment Research
Ohio
$1.69M -$457K -4,560 -21%
AWM
111
AE Wealth Management
Kansas
$1.65M -$3.72M -37,097 -69%
BUB
112
BBVA USA Bancshares
Texas
$1.63M -$501K -4,993 -24%
AIA
113
Arbor Investment Advisors
North Carolina
$1.62M +$181K +1,803 +13%
NPP
114
New Potomac Partners
Maryland
$1.62M -$166K -1,650 -9%
BAMG
115
Brand Asset Management Group
Missouri
$1.52M -$4.31M -42,944 -74%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.46M
PWM
117
PBMares Wealth Management
Virginia
$1.42M +$1.42M +14,115 New
FPS
118
Fieldpoint Private Securities
Connecticut
$1.41M +$5.01K +50 +0.4%
MFM
119
Mirsky Financial Management
New York
$1.36M +$97.3K +970 +8%
BP
120
Ballentine Partners
Massachusetts
$1.32M
PWM
121
Paulson Wealth Management
Illinois
$1.28M +$262K +2,611 +26%
CAM
122
Cresset Asset Management
Illinois
$1.27M -$1K -10 -0.1%
FCA
123
FinTrust Capital Advisors
South Carolina
$1.27M +$1.27M +12,616 New
PFM
124
Phillips Financial Management
Indiana
$1.22M +$46.3K +462 +4%
TCA
125
Transcend Capital Advisors
New Jersey
$1.22M +$1.21M +12,088 New