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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
Ameriprise
1
Ameriprise
Minnesota
$613M +$16.1M +156,293 +3%
Bank of America
2
Bank of America
North Carolina
$419M +$105M +1,019,848 +33%
LPL Financial
3
LPL Financial
California
$323M +$38.1M +369,318 +13%
Morgan Stanley
4
Morgan Stanley
New York
$303M +$22.3M +216,212 +8%
BlackRock
5
BlackRock
New York
$266M +$33.6M +325,417 +14%
PCA
6
Personal Capital Advisors
California
$238M -$22M -213,254 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$226M +$85.2M +825,212 +59%
Wells Fargo
8
Wells Fargo
California
$193M +$29.6M +286,891 +18%
UBS Group
9
UBS Group
Switzerland
$184M -$1.27M -12,284 -0.7%
3AM
10
3EDGE Asset Management
Florida
$142M +$4.92M +47,646 +4%
BFG
11
Barber Financial Group
Kansas
$142M +$84.7M +820,495 +142%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$106M -$425K -4,119 -0.4%
CMF
13
Counterpoint Mutual Funds
California
$102M
CA
14
Cetera Advisors
Colorado
$92M -$6.95M -67,271 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$88M +$24M +232,552 +37%
Truist Financial
16
Truist Financial
North Carolina
$73.5M +$7.39M +71,543 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$71.1M +$19.9M +193,011 +38%
CWM
18
Campbell Wealth Management
Virginia
$69.4M +$70.6M +684,038 New
DWM
19
Destination Wealth Management
California
$67.9M -$1.2M -11,630 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$65.7M +$8.19M +79,356 +14%
CTC
21
Central Trust Company
Missouri
$65.5M +$19M +184,147 +40%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$65.1M +$14.6M +141,656 +28%
ACM
23
Advisors Capital Management
New Jersey
$64M +$4.15M +40,197 +7%
LJAC
24
L.J. Altfest & Co
New York
$63.1M +$400K +3,874 +0.6%
PPW
25
Parcion Private Wealth
Washington
$62M +$889K +8,615 +1%