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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
KL
126
KWMG LLC
Kansas
$10.3M -$138K -1,338 -1%
CWP
127
Corepath Wealth Partners
Arizona
$9.94M +$10.2M +98,720 New
OWM
128
OneAscent Wealth Management
Alabama
$9.93M +$10.1M +97,877 New
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$9.92M -$435K -4,216 -4%
PWMG
130
Pinnacle Wealth Management Group
Michigan
$9.84M +$148K +1,432 +1%
SWIG
131
Strategic Wealth Investment Group
Kentucky
$9.83M +$10M +96,872 New
WF
132
Williams Financial
Vermont
$9.77M +$9.95M +96,348 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$9.66M +$1.41M +13,678 +17%
IA
134
IFP Advisors
Florida
$9.38M
PWM
135
Paulson Wealth Management
Illinois
$9.29M +$612K +5,923 +7%
VA
136
Valmark Advisers
Ohio
$9.18M +$734K +7,107 +9%
MWM
137
Mascoma Wealth Management
New Hampshire
$9.09M +$1.32M +12,768 +17%
CCFP
138
Charles Carroll Financial Partners
Massachusetts
$8.99M
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
$8.98M -$8.57M -83,000 -48%
KPWS
140
Kestra Private Wealth Services
Texas
$8.7M +$5.5M +53,251 +164%
SWM
141
Scissortail Wealth Management
Oklahoma
$8.68M +$8.47M +81,990 New
WAM
142
WFA Asset Management
Wisconsin
$8.64M +$138K +1,332 +2%
FTUS
143
Flow Traders U.S.
New York
$8.59M +$8.74M +84,688 New
EF
144
Empowered Funds
Pennsylvania
$8.56M +$8.76M +84,808 New
PJSIMP
145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.44M +$6.61M +64,066 +333%
BHWA
146
Beacon Harbor Wealth Advisors
Virginia
$8.39M +$220K +2,127 +3%
JF
147
JSF Financial
California
$8.19M -$400K -3,876 -5%
OPS
148
Orion Portfolio Solutions
Nebraska
$8.16M -$190K -1,841 -2%
CA
149
CoreCap Advisors
Michigan
$8.15M +$4.5M +43,620 +119%
OFS
150
OneAscent Financial Services
Alabama
$8.09M +$8.24M +79,775 New