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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
V
176
Veritable
Delaware
$6.32M
SHJ
177
Sharkey, Howes & Javer
Colorado
$6.21M +$970K +9,392 +18%
AAS
178
Avantax Advisory Services
Texas
$6.12M -$734K -7,113 -11%
JMF
179
Johnson Midwest Financial
Iowa
$6.05M +$6.16M +59,680 New
NAM
180
NorthCrest Asset Manangement
Minnesota
$6.03M +$6.14M +59,462 New
FIM
181
Freedom Investment Management
Connecticut
$5.63M +$2.44M +23,601 +74%
TWA
182
TCI Wealth Advisors
Arizona
$5.58M +$717K +6,945 +14%
HH
183
Hilltop Holdings
Texas
$5.57M +$19.9K +193 +0.4%
TB
184
Treynor Bancshares
Iowa
$5.55M +$296K +2,871 +6%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$5.33M -$128K -1,238 -2%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$5.29M +$1.98M +19,136 +58%
FTS
187
Fifth Third Securities
Ohio
$5.26M +$5.35M +51,859 New
BCM
188
Brookstone Capital Management
Illinois
$5.18M +$1.72M +16,620 +48%
CCB
189
Country Club Bank
Missouri
$4.98M -$491K -4,759 -9%
PIM
190
Penobscot Investment Management
Massachusetts
$4.94M -$2.58K -25 -0.1%
DI
191
Disciplined Investments
Oklahoma
$4.9M +$344K +3,328 +7%
GLA
192
Good Life Advisors
Pennsylvania
$4.87M +$4.71M +45,592 +1,867%
HWA
193
Hillcrest Wealth Advisors
New Jersey
$4.86M +$320K +3,100 +7%
BWM
194
BNC Wealth Management
Oregon
$4.84M +$4.73M +45,856 +2,403%
JIR
195
James Investment Research
Ohio
$4.79M +$838K +8,115 +21%
WWP
196
WR Wealth Planners
Missouri
$4.79M +$280K +2,710 +6%
WP
197
WealthSource Partners
California
$4.74M +$2.08M +20,152 +76%
PPW
198
Pasadena Private Wealth
California
$4.71M -$4.42M -42,826 -48%
MA
199
Mutual Advisors
Nebraska
$4.71M +$3.03M +29,355 +172%
AAP
200
Arax Advisory Partners
Colorado
$4.6M -$18.8M -181,832 -80%