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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
TWM
101
Tanager Wealth Management
United Kingdom
$13M -$689K -6,882 -5%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$12.9M +$3.89M +38,815 +41%
UBS AM
103
UBS AM
Illinois
$12.9M +$13.4M +133,731 New
ECML
104
Eagle Capital Management (Louisiana)
Louisiana
$12.8M -$2.98M -29,743 -18%
PAG
105
Private Advisor Group
New Jersey
$12.8M -$6.07M -60,637 -31%
SLWA
106
San Luis Wealth Advisors
California
$12.6M -$601K -5,999 -4%
IA
107
IFP Advisors
Florida
$12.6M +$3.19M +31,820 +34%
CCA
108
Clearwater Capital Advisors
Illinois
$12.6M -$10.5M -105,272 -45%
FNC
109
First National Corp
Massachusetts
$12.3M -$3.36M -33,592 -21%
RRWA
110
Rainey & Randall Wealth Advisors
Florida
$12.2M -$602K -6,013 -5%
AWAG
111
ARS Wealth Advisors Group
Florida
$12.1M +$146K +1,453 +1%
WWM
112
Wiser Wealth Management
Georgia
$12M +$703K +7,024 +6%
LFA
113
Landmark Financial Advisors
Kentucky
$11.9M +$1.38M +13,825 +13%
PA
114
Parkside Advisors
California
$11.8M +$1.21M +12,051 +11%
BPA
115
Beacon Pointe Advisors
California
$11.7M +$744K +7,432 +6%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$11.5M -$13.8M -138,061 -54%
MAG
117
Members Advisory Group
New York
$11.5M +$1.23M +12,312 +12%
PCA
118
Pallas Capital Advisors
Massachusetts
$11.3M +$1.55M +15,463 +15%
WFA
119
Wipfli Financial Advisors
Wisconsin
$11.2M +$5.17M +51,612 +79%
CC
120
Courier Capital
New York
$11.2M +$155K +1,544 +1%
LG
121
Leuthold Group
Minnesota
$11.2M +$11.7M +116,459 New
MERSOM
122
Municipal Employees' Retirement System of Michigan
Michigan
$11.2M +$36.9K +368 +0.3%
BAAM
123
Baker Avenue Asset Management
California
$11.1M +$98.5K +984 +0.9%
IA
124
IFG Advisory
Georgia
$11M +$651K +6,501 +6%
KPWS
125
Kestra Private Wealth Services
Texas
$11M +$2.85M +28,449 +33%