We are live on ! Find out more
STIP icon

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
PAS
201
Park Avenue Securities
New York
$4.29M +$1.88M +18,748 +72%
PIM
202
Penobscot Investment Management
Massachusetts
$4.28M -$420K -4,190 -9%
CCB
203
Country Club Bank
Missouri
$4.24M -$515K -5,141 -10%
CWC
204
Carolinas Wealth Consulting
North Carolina
$4.19M +$2.25M +22,486 +106%
BFS
205
Beacon Financial Strategies
North Carolina
$4.04M +$205K +2,043 +5%
CL
206
CPWM LLC
Washington
$4.02M +$1.7M +16,971 +68%
DE
207
Day & Ennis
Georgia
$3.94M -$74.3K -742 -2%
CPP
208
Capasso Planning Partners
South Carolina
$3.9M -$170K -1,696 -4%
EGWAG
209
Elwood & Goetz Wealth Advisory Group
Georgia
$3.9M +$4.07M +40,613 New
Mariner
210
Mariner
Kansas
$3.87M +$559K +5,579 +16%
GPA
211
Guidance Point Advisors
Massachusetts
$3.85M -$426K -4,256 -10%
EIP
212
Ellis Investment Partners
Pennsylvania
$3.84M +$193K +1,932 +5%
SFG
213
StrategIQ Financial Group
Indiana
$3.73M +$2.62M +26,194 +207%
WAM
214
WNY Asset Management
New York
$3.68M -$19.8M -197,719 -84%
GA
215
Greenspring Advisors
Maryland
$3.65M -$98.6K -985 -3%
CWM
216
Campbell Wealth Management
Virginia
$3.63M -$64.7M -646,295 -94%
IAIM
217
Industrial Alliance Investment Management
Quebec, Canada
$3.6M +$411K +4,107 +12%
NPP
218
New Potomac Partners
Maryland
$3.59M -$713K -7,118 -16%
EWM
219
Echo Wealth Management
Minnesota
$3.58M +$3.68M +36,779 New
MBFW
220
Morton Brown Family Wealth
Pennsylvania
$3.51M -$107K -1,070 -3%
ASW
221
Astoria Strategic Wealth
Texas
$3.4M +$2.39M +23,911 +208%
RFM
222
Royal Fund Management
Florida
$3.37M +$3.52M +35,114 New
CTA
223
Chesley Taft & Associates
Illinois
$3.37M -$251K -2,506 -7%
MCP
224
Martin Capital Partners
Oregon
$3.32M +$393K +3,925 +13%
HFBOT
225
Home Federal Bank of Tennessee
Tennessee
$3.3M -$19K -190 -0.5%