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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
BWM
901
BerganKDV Wealth Management
Minnesota
$22K
WB
902
West Bancorporation
Iowa
$22K
Millennium Management
903
Millennium Management
New York
$20.7K +$12.1M +96,636 +144%
LWA
904
Lenox Wealth Advisors
New York
$20K +$16.2K +129 +445%
ADL
905
Asset Dedication LLC
California
$19K
RCA
906
Ranch Capital Advisors
Florida
$18K
APWA
907
Atlas Private Wealth Advisors
New Jersey
$18K +$5.03K +40 +40%
DAM
908
Delta Asset Management
Tennessee
$17K
PFSC
909
Peoples Financial Services Corp
Pennsylvania
$17K
BWA
910
BDO Wealth Advisors
Florida
$16K -$12.6K -100 -44%
BAM
911
Bellevue Asset Management
Washington
$16K -$6.28K -50 -28%
ME
912
McIlrath & Eck
Washington
$15K
WLPWM
913
Walled Lake Planning & Wealth Management
Illinois
$15K
CBT
914
Central Bank & Trust
Kentucky
$15K +$15.1K +120 New
APWM
915
Atlas Private Wealth Management
New York
$14K -$94.6K -753 -87%
IAS
916
IMA Advisory Services
Colorado
$13K
CWA
917
Carolina Wealth Advisors
South Carolina
$13K +$12.8K +102 New
BFG
918
Baron Financial Group
New Jersey
$12.5K +$12.4K +99 New
QCMC
919
Quantum Capital Management (California)
California
$12K -$1K -8 -7%
PFWA
920
Paces Ferry Wealth Advisors
Georgia
$12K +$12.3K +98 New
AIM
921
Astor Investment Management
Illinois
$12K +$12.8K +102 New
PFG
922
Pacific Financial Group
Washington
$11K +$10.9K +87 New
HCA
923
Heck Capital Advisors
Wisconsin
$10.6K
FCH
924
Freestone Capital Holdings
Washington
$10.3K +$10.2K +81 New
IWP
925
IAG Wealth Partners
Wisconsin
$10K