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
AWAG
101
ARS Wealth Advisors Group
Florida
$12.7M +$312K +3,020 +2%
Cerity Partners
102
Cerity Partners
New York
$12.3M +$12.5M +120,975 New
CNC
103
Canandaigua National Corp
New York
$12.3M +$12.5M +120,825 New
WWM
104
Wiser Wealth Management
Georgia
$12M -$451K -4,365 -4%
PWS
105
Paragon Wealth Strategies
Florida
$11.8M +$1.27M +12,259 +12%
EWM
106
Executive Wealth Management
Michigan
$11.8M +$3.89M +37,678 +48%
MERSOM
107
Municipal Employees' Retirement System of Michigan
Michigan
$11.7M -$388K -3,754 -3%
CS
108
Comerica Securities
Michigan
$11.7M +$3.56M +34,513 +42%
CC
109
Courier Capital
New York
$11.7M +$42.3K +410 +0.4%
BPA
110
Beacon Pointe Advisors
California
$11.6M -$104K -1,007 -0.9%
BAAM
111
Baker Avenue Asset Management
California
$11.6M +$2.89M +28,032 +33%
GFS
112
GYL Financial Synergies
Connecticut
$11.5M +$13.2K +128 +0.1%
PA
113
Parkside Advisors
California
$11.2M +$1.25M +12,110 +12%
BRWA
114
B. Riley Wealth Advisors
Florida
$11.1M -$2.38M -23,063 -17%
LFA
115
Landmark Financial Advisors
Kentucky
$11.1M -$89K -862 -0.8%
IA
116
IFG Advisory
Georgia
$11M +$596K +5,777 +6%
AA
117
Alesco Advisors
New York
$10.9M -$756K -7,324 -6%
AWS
118
Atria Wealth Solutions
New York
$10.9M +$4.1M +39,681 +59%
MAG
119
Members Advisory Group
New York
$10.8M +$1.22M +11,805 +12%
SIA
120
Soltis Investment Advisors
Utah
$10.7M -$7.56M -73,210 -41%
AMM
121
American Money Management
California
$10.7M +$802K +7,766 +8%
TFF
122
The Family Firm
Maryland
$10.6M +$328K +3,176 +3%
HCA
123
Heck Capital Advisors
Wisconsin
$10.5M +$9.49M +91,961 +776%
PCA
124
Pallas Capital Advisors
Massachusetts
$10.4M -$1.55M -15,013 -13%
CPFP
125
Clear Perspectives Financial Planning
Ohio
$10.3M +$1.1M +10,698 +12%