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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
SWM
151
Selective Wealth Management
Virginia
$7.9M +$762K +7,608 +10%
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.85M -$244K -2,438 -3%
JF
153
JSF Financial
California
$7.82M +$60.1K +600 +0.7%
SPC
154
Sigma Planning Corp
Michigan
$7.78M +$1.21M +12,043 +17%
CIBC World Market
155
CIBC World Market
Ontario, Canada
$7.65M +$363K +3,622 +5%
SOS
156
Silver Oak Securities
Tennessee
$7.41M +$7.22M +72,058 +1,627%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$7.27M +$5.6M +55,877 +282%
MA
158
Mutual Advisors
Nebraska
$7.24M +$2.89M +28,879 +62%
MWA
159
MFA Wealth Advisors
Pennsylvania
$7.22M +$839K +8,379 +13%
AWM
160
Axxcess Wealth Management
California
$7.13M +$716K +7,150 +11%
Prudential Financial
161
Prudential Financial
New Jersey
$7.08M +$267K +2,665 +4%
QWM
162
Quaker Wealth Management
New Jersey
$7.05M -$391K -3,909 -5%
OPS
163
Orion Portfolio Solutions
Nebraska
$7.01M -$749K -7,476 -9%
CSB
164
City State Bank
Iowa
$6.95M +$564K +5,630 +8%
PCM
165
Presidio Capital Management
California
$6.89M +$751K +7,496 +12%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$6.75M +$27.4K +274 +0.4%
HCC
167
Hirtle Callaghan & Co
Pennsylvania
$6.75M +$7.03M +70,236 New
BWS
168
Buck Wealth Strategies
Colorado
$6.45M +$6.67M +66,578 New
Baird Financial Group
169
Baird Financial Group
Wisconsin
$6.3M +$183K +1,828 +3%
HWA
170
Hillcrest Wealth Advisors
New Jersey
$6.24M +$1.71M +17,025 +36%
KAS
171
Kestra Advisory Services
Texas
$6.12M -$6.32M -63,094 -50%
FFC
172
Fure Financial Corporation
Minnesota
$6.07M -$1.33M -13,236 -17%
AWC
173
Abundance Wealth Counselors
Pennsylvania
$5.82M -$397K -3,965 -6%
TB
174
Treynor Bancshares
Iowa
$5.74M +$502K +5,016 +9%
CWM
175
Comprehensive Wealth Management
Washington
$5.73M +$5.97M +59,614 New