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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
Ameriprise
1
Ameriprise
Minnesota
$435M -$154M -1,533,825 -26%
Bank of America
2
Bank of America
North Carolina
$377M -$21M -209,505 -5%
BlackRock
3
BlackRock
New York
$301M +$51.2M +511,524 +20%
Morgan Stanley
4
Morgan Stanley
New York
$250M -$38.4M -383,735 -13%
PCA
5
Personal Capital Advisors
California
$233M +$8.13M +81,225 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$229M +$15.6M +155,584 +7%
Jane Street
7
Jane Street
New York
$216M +$225M +2,244,324 New
LPL Financial
8
LPL Financial
California
$196M -$114M -1,142,436 -36%
Wells Fargo
9
Wells Fargo
California
$175M -$8.44M -84,249 -4%
BFG
10
Barber Financial Group
Kansas
$133M -$1.85M -18,488 -1%
UBS Group
11
UBS Group
Switzerland
$131M -$46M -459,771 -25%
3AM
12
3EDGE Asset Management
Florida
$128M -$7.63M -76,211 -5%
Goldman Sachs
13
Goldman Sachs
New York
$111M +$114M +1,140,939 +11,842%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$107M +$25M +249,192 +29%
Osaic Holdings
15
Osaic Holdings
Arizona
$78.9M +$12.1M +120,413 +17%
Truist Financial
16
Truist Financial
North Carolina
$78.6M +$9.34M +93,232 +13%
CTC
17
Central Trust Company
Missouri
$77M +$15.5M +155,138 +24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$75.6M +$14.5M +144,834 +23%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$72.8M -$28.6M -285,472 -27%
ACM
20
Advisors Capital Management
New Jersey
$70M +$8.99M +89,817 +14%
Temasek Holdings
21
Temasek Holdings
Singapore
$69.1M +$72M +719,000 New
HTC
22
Haverford Trust Company
Pennsylvania
$64.9M +$52.1M +520,328 +336%
DWM
23
Destination Wealth Management
California
$64.5M +$119K +1,188 +0.2%
IFG
24
Independent Financial Group
California
$62.1M +$61.4M +612,623 +1,804%
HighTower Advisors
25
HighTower Advisors
Illinois
$59.6M +$10.5M +104,621 +20%