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iShares TIPS Bond ETF

959 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 394 increasing their positions, 259 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $980M | Put options by funds: $212M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

52% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 259

11% more funds holding in top 10

Funds holding in top 10: 7078 (+8)

11% more capital invested

Capital invested by funds: $13.4B → $14.9B (+$1.5B)

4% more funds holding

Funds holding: 921959 (+38)

2.72% less ownership

Funds ownership: 64.59%61.87% (-2.7%)

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
19.35%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.57%
New
112
Increased
394
Reduced
259
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
851
Rockbridge Investment Management
New York
$79K
TC
852
Trust Company
Kansas
$77K
HR
853
Howe & Rusling
New York
$72K
PP
854
PrairieView Partners
Minnesota
$72K +$71.1K +566 New
CAM
855
Caprin Asset Management
Virginia
$71K
BC
856
Belmont Capital
California
$68K
FHA
857
First Horizon Advisors
Tennessee
$68K
PO
858
Private Ocean
California
$68K
ACA
859
Aptus Capital Advisors
Alabama
$68K +$37.2K +296 +97%
BBPWM
860
Blue Bell Private Wealth Management
Pennsylvania
$66K
LWM
861
Liberty Wealth Management
California
$64K +$6.78K +54 +12%
CYG
862
Clean Yield Group
Vermont
$63K
LF
863
Lee Financial
Texas
$63K
BBHC
864
Brown Brothers Harriman & Co
New York
$62K +$61.3K +488 New
MFT
865
Moisand Fitzgerald Tamayo
Florida
$60K
WEC
866
Winslow Evans & Crocker
Massachusetts
$58K -$37.7K -300 -40%
SFSG
867
Stearns Financial Services Group
North Carolina
$58K +$126 +1 +0.2%
KPCM
868
Kings Point Capital Management
New York
$55K
CAL
869
Capital Analysts LLC
Pennsylvania
$52K -$35.3K -281 -41%
TFGT
870
TS Financial Group (TSFG)
Illinois
$52K
AP
871
Atwood & Palmer
Missouri
$51K
BCV
872
Banque Cantonale Vaudoise
Switzerland
$51K
MCM
873
Manchester Capital Management
Vermont
$51K
PFPT
874
Pinnacle Financial Partners (Tennessee)
Tennessee
$51K
ST
875
Smithfield Trust
Pennsylvania
$51K