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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
William Blair & Company
201
William Blair & Company
Illinois
$131K +$37.4K +369 +41%
WCG
202
Weaver Consulting Group
California
$117K
TCM
203
TD Capital Management
Tennessee
$112K +$111K +1,092 New
GRP
204
Global Retirement Partners
California
$102K +$14.9K +147 +17%
FHA
205
Flagship Harbor Advisors
Massachusetts
$83K
CFA
206
Carroll Financial Associates
North Carolina
$80K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$62K +$60.4K +595 +5,950%
TL
208
TrueWealth LLC
Georgia
$58K
OPS
209
Orion Portfolio Solutions
Nebraska
$56K +$30.4K +300 +120%
CAAS
210
Capital Asset Advisory Services
Michigan
$47K +$2.94K +29 +7%
CB
211
Community Bank
New York
$42K +$40.8K +402 New
First Manhattan
212
First Manhattan
New York
$38K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$35K +$34.5K +340 New
SWM
214
Selective Wealth Management
Virginia
$34K
PIMG
215
Patriot Investment Management Group
Tennessee
$30.2K +$29.9K +295 New
IF
216
Ironwood Financial
Arizona
$26K -$26K -256 -50%
SFPG
217
Stonebridge Financial Planning Group
Florida
$26K +$25.4K +250 New
GWM
218
Geneos Wealth Management
Colorado
$25K -$25.2K -248 -50%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$23K +$3.04K +30 +15%
FANJ
220
Financial Architects (New Jersey)
New Jersey
$22K
CCM
221
Covington Capital Management
California
$20K
SMG
222
Spectrum Management Group
Indiana
$17K +$17.2K +170 New
BAMG
223
Brand Asset Management Group
Missouri
$16K -$27.7K -273 -64%
JFA
224
JNBA Financial Advisors
Minnesota
$16K
PA
225
Parallel Advisors
California
$16K +$9.74K +96 +152%