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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
PCM
1001
Pennsylvania Capital Management
Pennsylvania
-$206K -1,674 Closed
IF
1002
Intrua Financial
Texas
-$206K -1,645 Closed
AP
1003
Advisors Preferred
Maryland
-$140K -1,138 Closed
JPLA
1004
Joseph P. Lucia & Associates
New York
-$103K -839 Closed
TI
1005
tru Independence
Oregon
-$77 -631 Closed
ClearBridge Investments
1006
ClearBridge Investments
New York
-$70K -569 Closed
FWM
1007
Filbrandt Wealth Management
Wisconsin
-$40K -325 Closed
KPW
1008
Kore Private Wealth
New York
-$38K -315 Closed
ACA
1009
Atlas Capital Advisors
Wyoming
-$37.3K -303 Closed
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$32K -260 Closed
SCA
1011
Stonebridge Capital Advisors
Minnesota
-$30K -241 Closed
MWA
1012
MFA Wealth Advisors
Pennsylvania
-$27.2K -221 Closed
TRCT
1013
Tower Research Capital (TRC)
New York
-$27K -218 Closed
LTI
1014
Laffer Tengler Investments
Tennessee
-$24.6K -200 Closed
ZB
1015
Zions Bancorporation
Utah
-$21K -168 Closed
MA
1016
MCF Advisors
Kentucky
-$14K -117 Closed
WR
1017
Watson Rebecca
-$14K -113 Closed
TC
1018
Truvestments Capital
Florida
-$10K -84 Closed
EI
1019
Ellevest Inc
New York
-$7K -53 Closed
HFA
1020
HC Financial Advisors
California
-$4K -31 Closed
OC
1021
Oakworth Capital
Alabama
-$3K -27 Closed