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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
KCM
926
Kathmere Capital Management
Pennsylvania
$10K +$9.67K +77 New
PVH
927
Psagot Value Holdings
Israel
$9K
HS
928
Horan Securities
United States
$8K
KC
929
Knuff & Co
California
$8K
HFA
930
High Falls Advisors
New York
$7K -$383K -3,050 -5%
IF
931
Ironwood Financial
Arizona
$7K
MIM
932
Macroview Investment Management
Maryland
$7K
RCM
933
Rain Capital Management
Oregon
$7K
TWP
934
TFO Wealth Partners
Ohio
$7K +$6.91K +55 New
NFSG
935
Newbridge Financial Services Group
Florida
$7K +$7.41K +59 New
BFO
936
Biltmore Family Office
North Carolina
$6K -$6.78K -54 -52%
VNA
937
Valley National Advisers
Pennsylvania
$6K
FBT
938
First Bank & Trust
South Dakota
$6K +$6.28K +50 New
IRC
939
Investors Research Corp
Georgia
$5K
MAM
940
Meeder Asset Management
Ohio
$5K
MM
941
Main Management
California
$4K
LS
942
Leelyn Smith
Illinois
$3K -$5.15K -41 -63%
CAAS
943
Capital Asset Advisory Services
Michigan
$3K
FMTCOCP
944
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
LFG
945
LifePlan Financial Group
Ohio
$3K
SWA
946
Sutton Wealth Advisors
Florida
$2.53K
SXL
947
Summit X LLC
Missouri
$2.4K +$69.3K +552 +33%
GIP
948
Granite Investment Partners
California
$2K
MSFP
949
Mark Sheptoff Financial Planning
Connecticut
$2K
JWA
950
JFS Wealth Advisors
Pennsylvania
$2K +$628 +5 +45%