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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
PCWA
151
Pacific Capital Wealth Advisors
California
$7.91M +$3.6M +34,831 +81%
QWM
152
Quaker Wealth Management
New Jersey
$7.84M -$131K -1,267 -2%
FFC
153
Fure Financial Corporation
Minnesota
$7.75M -$3.86M -37,370 -33%
CIBC World Market
154
CIBC World Market
Ontario, Canada
$7.7M +$273K +2,641 +4%
CA
155
CapWealth Advisors
Tennessee
$7.6M +$153K +1,478 +2%
SWM
156
Selective Wealth Management
Virginia
$7.56M +$7.61M +73,699 +8,452%
AFWM
157
AMJ Financial Wealth Management
Virginia
$7.49M +$7.63M +73,854 New
SAM
158
Synergy Asset Management
Washington
$7.49M +$7.62M +73,796 New
Renaissance Technologies
159
Renaissance Technologies
New York
$7.45M -$13.9M -134,800 -65%
Nomura Asset Management
160
Nomura Asset Management
Japan
$7.27M -$2.22M -21,550 -92%
GAM
161
Gould Asset Management
California
$7.2M -$3.58M -34,716 -33%
Prudential Financial
162
Prudential Financial
New Jersey
$7.18M +$3.61M +34,995 +98%
CCP
163
Cassia Capital Partners
North Carolina
$7.17M +$708K +6,857 +11%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$7.1M +$5.33M +51,668 +282%
SPC
165
Sigma Planning Corp
Michigan
$6.99M +$1.08M +10,452 +18%
AWM
166
Axxcess Wealth Management
California
$6.8M +$66.5K +644 +1%
MWA
167
MFA Wealth Advisors
Pennsylvania
$6.77M +$6.89M +66,714 New
CSB
168
City State Bank
Iowa
$6.76M +$54.2K +525 +0.8%
WFA
169
Wipfli Financial Advisors
Wisconsin
$6.63M -$158K -1,529 -2%
EH
170
Equitable Holdings
New York
$6.6M +$1.55M +14,982 +30%
MHR
171
Matthew Hamilton Rosenberg
$6.56M +$324K +3,139 +5%
AWC
172
Abundance Wealth Counselors
Pennsylvania
$6.54M -$133K -1,292 -2%
PCM
173
Presidio Capital Management
California
$6.51M +$111K +1,071 +2%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$6.46M +$1.04M +10,025 +19%
MOS
175
MGO One Seven
Ohio
$6.37M +$710K +6,877 +12%