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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
EAMA
151
EFG Asset Management (Americas)
Florida
$7.76M -$4.8M -38,207 -39%
BF
152
BOK Financial
Oklahoma
$7.67M -$6.41K -51 -0.1%
FCIM
153
Fairview Capital Investment Management
California
$7.39M -$81.7K -650 -1%
SPC
154
Sigma Planning Corp
Michigan
$7.39M +$431K +3,429 +6%
CWM
155
Cranbrook Wealth Management
Michigan
$7.38M +$116K +923 +2%
EH
156
Equitable Holdings
New York
$7.35M +$718K +5,718 +11%
MWM
157
Merriman Wealth Management
Washington
$7.34M -$24.2K -193 -0.3%
AWM
158
AE Wealth Management
Kansas
$7.29M +$2.88M +22,949 +66%
EW
159
Emerson Wealth
Michigan
$7.28M -$22.6K -180 -0.2%
GW
160
GW & Wade
Massachusetts
$7.25M -$17.1K -136 -0.2%
EPM
161
Elm Partners Management
Pennsylvania
$7.17M -$2.07M -16,503 -23%
ATC
162
Adirondack Trust Company
New York
$7.16M -$149K -1,184 -2%
SMFG
163
Sumitomo Mitsui Financial Group
Japan
$7.11M +$2.52M +20,080 +56%
SW
164
SVB Wealth
Massachusetts
$7.09M +$6.75M +53,754 +2,382%
SWP
165
Summit Wealth Partners
Florida
$7.05M +$3.64M +28,963 +108%
Neuberger Berman Group
166
Neuberger Berman Group
New York
$7.05M +$175K +1,396 +3%
Creative Planning
167
Creative Planning
Kansas
$7.04M -$1.29M -10,288 -16%
IFO
168
Independent Family Office
New York
$6.9M -$39.3K -313 -0.6%
Deutsche Bank
169
Deutsche Bank
Germany
$6.75M +$723K +5,756 +12%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$6.74M +$2.02M +16,072 +43%
SS
171
Simplicity Solutions
Minnesota
$6.72M +$2.96M +23,559 +80%
HT
172
Heritage Trust
Oklahoma
$6.64M -$138K -1,099 -2%
LG
173
LaFleur & Godfrey
Michigan
$6.62M +$1.47M +11,725 +29%
EWA
174
EP Wealth Advisors
California
$6.6M -$1.53M -12,172 -19%
FCC
175
Florin Court Capital
United Kingdom
$6.54M +$2.6M +20,700 +67%