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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
BPA
101
Beacon Pointe Advisors
California
$1.65M -$422K -4,163 -21%
MML Investors Services
102
MML Investors Services
Massachusetts
$1.63M +$1.16M +11,398 +250%
GM
103
GeoWealth Management
Illinois
$1.6M +$1.59M +15,665 New
GC
104
Guggenheim Capital
Illinois
$1.53M +$418K +4,124 +38%
MAS
105
Madden Advisory Services
Florida
$1.53M -$2.13M -20,960 -58%
ATPW
106
Ashton Thomas Private Wealth
Arizona
$1.51M -$812 -8 -0.1%
HCA
107
Heck Capital Advisors
Wisconsin
$1.47M -$1.26M -12,406 -46%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$1.46M
CTA
109
Chesley Taft & Associates
Illinois
$1.44M +$133K +1,315 +10%
NPP
110
New Potomac Partners
Maryland
$1.43M -$132K -1,300 -8%
BUB
111
BBVA USA Bancshares
Texas
$1.4M +$189K +1,867 +16%
JIR
112
James Investment Research
Ohio
$1.36M -$203K -2,000 -13%
VA
113
Valmark Advisers
Ohio
$1.35M +$162K +1,596 +14%
TCA
114
Transcend Capital Advisors
New Jersey
$1.32M +$164K +1,619 +14%
FTUS
115
Flow Traders U.S.
New York
$1.27M -$831K -8,192 -40%
EWM
116
Empirical Wealth Management
Washington
$1.24M -$55.8K -550 -4%
BP
117
Ballentine Partners
Massachusetts
$1.24M -$33.8K -333 -3%
PWM
118
PBMares Wealth Management
Virginia
$1.18M -$19.1K -188 -2%
KL
119
KWMG LLC
Kansas
$1.17M -$228K -2,243 -16%
PFM
120
Phillips Financial Management
Indiana
$1.17M -$58.4K -576 -5%
MOS
121
MGO One Seven
Ohio
$1.1M +$81.2K +800 +8%
WAS
122
Wealth Advisory Solutions
Indiana
$1.09M +$40.2K +396 +4%
EPA
123
Element Pointe Advisors
Florida
$1.07M -$5.37M -52,946 -83%
SS
124
Simplicity Solutions
Minnesota
$1.06M +$748K +7,369 +250%
LI
125
LVZ Inc
Michigan
$1.06M -$4.64M -45,778 -82%