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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
SFS
176
Sowell Financial Services
Arkansas
$297K +$1.62K +16 +0.6%
MAFM
177
Mid Atlantic Financial Management
Pennsylvania
$280K +$18.5K +182 +7%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$279K -$710 -7 -0.3%
UWM
179
USAdvisors Wealth Management
Minnesota
$278K -$764K -7,533 -73%
SXL
180
Summit X LLC
Missouri
$274K +$30.5K +301 +13%
Stifel Financial
181
Stifel Financial
Missouri
$274K +$44.8K +442 +20%
MFM
182
Mirsky Financial Management
New York
$264K -$1.13M -11,142 -81%
MCG
183
McCollum Christoferson Group
New York
$257K +$7.1K +70 +3%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$246K
BMM
185
Berkshire Money Management
Massachusetts
$244K +$241K +2,379 New
IAN
186
Integrated Advisors Network
Texas
$241K -$338K -3,336 -59%
DAS
187
Dynamic Advisor Solutions
Arizona
$227K -$5.48K -54 -2%
MC
188
Moors & Cabot
Massachusetts
$227K +$225K +2,217 New
LB
189
Legacy Bridge
Iowa
$225K
ODCM
190
Old Dominion Capital Management
Virginia
$218K
VC
191
Vicus Capital
Pennsylvania
$216K +$812 +8 +0.4%
BFA
192
Beacon Financial Advisory
Ohio
$214K -$101K -993 -32%
EAM
193
Evanson Asset Management
California
$211K
WA
194
Winfield Associates
Ohio
$205K +$203K +2,000 New
WA
195
WBH Advisory
Maryland
$204K +$203K +2,000 New
GPA
196
Guidance Point Advisors
Massachusetts
$202K +$200K +1,975 New
PA
197
Procyon Advisors
Connecticut
$197K
BWA
198
BDO Wealth Advisors
Florida
$195K +$913 +9 +0.5%
MIFH
199
Migdal Insurance & Financial Holdings
Israel
$189K +$157K +1,550 +517%
BAM
200
Belpointe Asset Management
Nevada
$147K -$226K -2,227 -61%