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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
PFM
126
Phillips Financial Management
Indiana
$9.66M +$243K +1,935 +3%
ERIM
127
Eagle Ridge Investment Management
Connecticut
$9.58M +$191K +1,519 +2%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$9.57M +$8.97M +71,390 +1,684%
TFF
129
The Family Firm
Maryland
$9.43M +$232K +1,849 +3%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$9.26M -$231K -1,836 -2%
SC
131
SouthState Corp
Florida
$9.18M +$7.89M +62,773 +640%
BAM
132
Belpointe Asset Management
Nevada
$9.09M +$1.76M +14,024 +24%
VIP
133
Viewpoint Investment Partners
Alberta, Canada
$9.05M +$1.35M +10,762 +17%
FHC
134
First Horizon Corporation
Tennessee
$8.91M +$8.85M +70,453 New
WT
135
Washington Trust
Rhode Island
$8.82M -$1.91M -15,188 -18%
ACM
136
Avalon Capital Management
California
$8.8M +$145K +1,156 +2%
AAM
137
Autus Asset Management
Arizona
$8.68M +$379K +3,015 +5%
HH
138
Hilltop Holdings
Texas
$8.66M -$9.97M -79,365 -54%
RG
139
Rathbones Group
United Kingdom
$8.66M +$418K +3,326 +5%
BPC
140
Banque Pictet & Cie
Switzerland
$8.51M
CB
141
Commerce Bank
Missouri
$8.28M +$181K +1,439 +2%
LWM
142
Lyell Wealth Management
California
$8.25M +$3.11M +24,738 +61%
First Trust Advisors
143
First Trust Advisors
Illinois
$8.21M +$2.73M +21,696 +50%
DRS
144
Deane Retirement Strategies
Louisiana
$8.04M +$400K +3,181 +5%
KL
145
KWMG LLC
Kansas
$7.9M +$1.33M +10,625 +20%
EGA
146
E&G Advisors
Texas
$7.88M +$3.9M +31,075 +100%
WC
147
Whitney & Co
New York
$7.87M +$517K +4,115 +7%
PAG
148
Pinnacle Advisory Group
Maryland
$7.86M +$328K +2,611 +4%
CAN
149
Cetera Advisor Networks
California
$7.86M +$975K +7,763 +14%
FIM
150
Freedom Investment Management
Connecticut
$7.81M +$304K +2,423 +4%