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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
GFS
126
GYL Financial Synergies
Connecticut
$10.7M -$179K -1,787 -2%
PWMG
127
Pinnacle Wealth Management Group
Michigan
$10.6M +$1.37M +13,633 +14%
TFF
128
The Family Firm
Maryland
$10.5M +$382K +3,815 +4%
AMM
129
American Money Management
California
$10.3M +$218K +2,180 +2%
SWIG
130
Strategic Wealth Investment Group
Kentucky
$10.3M +$985K +9,839 +10%
HCA
131
Heck Capital Advisors
Wisconsin
$10.1M +$162K +1,613 +2%
CWP
132
Corepath Wealth Partners
Arizona
$9.95M +$388K +3,872 +4%
KL
133
KWMG LLC
Kansas
$9.92M +$165K +1,650 +2%
AA
134
Alesco Advisors
New York
$9.89M -$445K -4,440 -4%
VA
135
Valmark Advisers
Ohio
$9.7M +$1.04M +10,354 +11%
PCWA
136
Pacific Capital Wealth Advisors
California
$9.68M +$2.27M +22,687 +29%
CS
137
Comerica Securities
Michigan
$9.65M -$1.53M -15,315 -13%
SIA
138
Soltis Investment Advisors
Utah
$9.44M -$707K -7,057 -7%
ACA
139
Atlas Capital Advisors
Wyoming
$9.21M -$4.33M -43,253 -31%
MWM
140
Mascoma Wealth Management
New Hampshire
$9.18M +$594K +5,935 +7%
GAM
141
Gould Asset Management
California
$9.09M +$2.36M +23,535 +33%
AI
142
Atria Investments
North Carolina
$9.03M -$17.1M -171,120 -65%
WP
143
WealthSource Partners
California
$8.83M +$4.52M +45,127 +96%
EWM
144
Empirical Wealth Management
Washington
$8.66M +$6.31M +63,005 +233%
SMG
145
Smart Money Group
Texas
$8.6M +$4.73M +47,203 +112%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$8.6M -$831K -8,295 -8%
AWA
147
Amplius Wealth Advisors
Pennsylvania
$8.4M -$6.81M -67,962 -44%
WAM
148
WFA Asset Management
Wisconsin
$8.35M +$168K +1,673 +2%
KCM
149
Karp Capital Management
California
$8.29M -$13.7M -136,475 -61%
MC
150
McMorgan & Co
California
$8.13M +$8.47M +84,556 New