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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
PFM
201
Phillips Financial Management
Indiana
$4.53M +$488K +4,730 +12%
NPP
202
New Potomac Partners
Maryland
$4.51M +$48.5K +470 +1%
GPA
203
Guidance Point Advisors
Massachusetts
$4.49M +$1.01M +9,829 +29%
GA
204
GoalVest Advisory
New York
$4.42M +$266K +2,576 +6%
CCFM
205
Clear Creek Financial Management
Washington
$4.42M +$4.49M +43,533 New
NRI
206
NFP Retirement Inc
California
$4.37M +$1.28M +12,441 +41%
William Blair & Company
207
William Blair & Company
Illinois
$4.35M +$59.3K +574 +1%
CPP
208
Capasso Planning Partners
South Carolina
$4.29M +$366K +3,548 +9%
SMG
209
Smart Money Group
Texas
$4.28M +$4.36M +42,236 New
SWP
210
Stratos Wealth Partners
Ohio
$4.23M +$1.68M +16,256 +64%
DE
211
Day & Ennis
Georgia
$4.23M -$598K -5,788 -12%
BFS
212
Beacon Financial Strategies
North Carolina
$4.06M +$4.13M +40,016 New
PCIG
213
Partners Capital Investment Group
Massachusetts
$4M +$4.07M +39,409 New
GA
214
Greenspring Advisors
Maryland
$3.95M -$349K -3,378 -8%
EIP
215
Ellis Investment Partners
Pennsylvania
$3.86M +$320K +3,099 +9%
MBFW
216
Morton Brown Family Wealth
Pennsylvania
$3.81M +$2.99K +29 +0.1%
CTA
217
Chesley Taft & Associates
Illinois
$3.81M +$125K +1,210 +3%
USCWA
218
U.S. Capital Wealth Advisors
Texas
$3.68M -$1.1M -10,629 -23%
CA
219
Continuum Advisory
Idaho
$3.53M +$37.5K +363 +1%
Mariner
220
Mariner
Kansas
$3.51M +$2.51M +24,322 +236%
HFBOT
221
Home Federal Bank of Tennessee
Tennessee
$3.5M -$11.6K -112 -0.3%
HAS
222
HBW Advisory Services
California
$3.5M +$164K +1,588 +5%
F4L
223
Fortune 45 LLC
Louisiana
$3.5M +$1.19M +11,517 +50%
RHP
224
Royal Harbor Partners
Texas
$3.5M +$3.56M +34,471 New
Amundi
225
Amundi
France
$3.47M +$3.48M +33,700 +4,213%