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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
M&T Bank
151
M&T Bank
New York
$522K
NWM
152
Northwest Wealth Management
Iowa
$513K -$162K -1,596 -24%
Creative Planning
153
Creative Planning
Kansas
$482K -$39.7K -391 -8%
AFAS
154
Acorn Financial Advisory Services
Virginia
$478K +$1.83K +18 +0.4%
AO
155
Advisor OS
Illinois
$477K +$473K +4,658 New
SWM
156
Sugarloaf Wealth Management
Georgia
$474K +$60.5K +596 +15%
WWM
157
Western Wealth Management
Colorado
$458K -$81.2K -800 -15%
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$451K +$16.4K +162 +4%
APA
159
American Portfolios Advisors
New York
$446K +$9.74K +96 +2%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$440K -$69.3K -683 -14%
CSM
161
CAMG Solamere Management
North Carolina
$424K -$64.7K -638 -13%
AF
162
Allworth Financial
California
$415K
WT
163
Washington Trust
Rhode Island
$409K +$84.6K +834 +26%
IA
164
IFP Advisors
Florida
$389K -$321K -3,161 -45%
MAS
165
Managed Account Services
Florida
$386K +$124K +1,222 +48%
CM
166
Columbus Macro
Pennsylvania
$373K +$7.81K +77 +2%
Citigroup
167
Citigroup
New York
$363K +$47.7K +470 +15%
CCM
168
Chilton Capital Management
Texas
$355K
MAWCM
169
Mine & Arao Wealth Creation & Management
California
$353K -$1.32K -13 -0.4%
Barclays
170
Barclays
United Kingdom
$351K
BCM
171
Boltwood Capital Management
California
$338K
KFGK
172
Keystone Financial Group (Kentucky)
Kentucky
$338K
LG
173
LaFleur & Godfrey
Michigan
$337K
RJT
174
Raymond James Trust
Florida
$325K +$39.2K +386 +14%
CCM
175
Coldstream Capital Management
Washington
$307K +$304K +2,998 New