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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
WIA
126
World Investment Advisors
California
$1.02M +$1M +9,868 New
TW
127
TrinityPoint Wealth
Connecticut
$1.02M +$136K +1,343 +16%
SI
128
Stephens Inc
Arkansas
$1.02M +$57.2K +564 +6%
Franklin Resources
129
Franklin Resources
California
$1.01M +$70K +690 +8%
RF
130
RHS Financial
California
$1M +$150K +1,478 +18%
AssetMark Inc
131
AssetMark Inc
California
$990K +$981K +9,671 New
TNBTD
132
Trustmark National Bank Trust Department
Mississippi
$892K +$168K +1,651 +23%
CA
133
Cetera Advisors
Colorado
$840K +$832K +8,200 New
MA
134
Mutual Advisors
Nebraska
$824K +$562K +5,537 +220%
PFA
135
Pure Financial Advisors
California
$815K +$19.2K +189 +2%
SWP
136
Summit Wealth Partners
Florida
$782K +$775K +7,638 New
MWM
137
Modera Wealth Management
New Jersey
$764K -$1.77M -17,443 -70%
GCA
138
Gradient Capital Advisors
California
$763K +$17.1K +169 +2%
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$712K +$5.48K +54 +0.8%
DZ Bank
140
DZ Bank
Germany
$711K +$702K +6,920 New
SWP
141
Strategic Wealth Partners
Ohio
$696K -$3.65M -35,986 -84%
ASN
142
Advisory Services Network
Georgia
$647K +$12.2K +120 +2%
HW
143
Hancock Whitney
Mississippi
$627K -$1.01K -10 -0.2%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$585K -$3.96K -39 -0.7%
3AM
145
3D Asset Management
Connecticut
$580K +$575K +5,666 New
SP
146
Successful Portfolios
Florida
$575K +$5.07K +50 +0.9%
AOWM
147
Alpha Omega Wealth Management
Virginia
$558K +$293K +2,886 +113%
FA
148
Fortis Advisors
Pennsylvania
$540K +$2.33K +23 +0.4%
GC
149
Garde Capital
Washington
$538K
FHC
150
First Heartland Consultants
Missouri
$534K +$5.88K +58 +1%