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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
William Blair & Company
176
William Blair & Company
Illinois
$5.68M +$1.63M +16,260 +38%
NAM
177
NorthCrest Asset Manangement
Minnesota
$5.62M -$101K -1,008 -2%
CCP
178
Cassia Capital Partners
North Carolina
$5.59M -$1.25M -12,485 -18%
V
179
Veritable
Delaware
$5.55M -$451K -4,505 -7%
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$5.21M -$3.44M -34,330 -39%
BCM
181
Brookstone Capital Management
Illinois
$5.16M +$190K +1,898 +4%
FTS
182
Fifth Third Securities
Ohio
$5.05M +$72.3K +722 +1%
BWM
183
BNC Wealth Management
Oregon
$4.97M +$396K +3,958 +8%
AAS
184
Avantax Advisory Services
Texas
$4.96M -$877K -8,762 -15%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$4.93M -$152K -1,517 -3%
Amundi
186
Amundi
France
$4.84M +$1.54M +15,400 +45%
NB
187
NBT Bank
New York
$4.81M +$1.89M +18,895 +61%
TWA
188
TCI Wealth Advisors
Arizona
$4.76M -$545K -5,440 -10%
JIR
189
James Investment Research
Ohio
$4.76M +$229K +2,283 +5%
EA
190
Echo45 Advisors
California
$4.73M +$4.93M +49,248 New
FIM
191
Freedom Investment Management
Connecticut
$4.7M -$662K -6,606 -12%
HH
192
Hilltop Holdings
Texas
$4.69M -$610K -6,086 -11%
GLA
193
Good Life Advisors
Pennsylvania
$4.64M +$29.1K +291 +0.6%
DI
194
Disciplined Investments
Oklahoma
$4.6M -$42.4K -423 -0.9%
GA
195
GoalVest Advisory
New York
$4.59M +$423K +4,227 +10%
WWP
196
WR Wealth Planners
Missouri
$4.58M +$45.1K +450 +1%
MHR
197
Matthew Hamilton Rosenberg
$4.56M -$1.7M -16,998 -26%
PFM
198
Phillips Financial Management
Indiana
$4.4M +$115K +1,153 +3%
CM
199
Columbus Macro
Pennsylvania
$4.4M +$4.58M +45,737 New
SWP
200
Stratos Wealth Partners
Ohio
$4.32M +$320K +3,197 +8%