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iShares 0-5 Year TIPS Bond ETF

271 hedge funds and large institutions have $1.63B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 77

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

3% more funds holding

Funds holding: 264271 (+7)

1% less capital invested

Capital invested by funds: $1.64B → $1.63B (-$14.9M)

3.24% less ownership

Funds ownership: 58.47%55.23% (-3.2%)

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
4.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
34
Increased
114
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
226
Kathmere Capital Management
Pennsylvania
$69K -$12.2K -118 -15%
HS
227
Horan Securities
United States
$57K +$47.7K +460 +561%
MCC
228
Money Concepts Capital
Florida
$53K +$52.4K +505 New
KPCM
229
Kings Point Capital Management
New York
$42K
First Manhattan
230
First Manhattan
New York
$39K
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$36K +$6.95K +67 +24%
SWM
232
Selective Wealth Management
Virginia
$35K
VCG
233
Vantage Consulting Group
Virginia
$35K +$35K +338 New
MIFH
234
Migdal Insurance & Financial Holdings
Israel
$31K -$161K -1,550 -84%
PCIA
235
Prime Capital Investment Advisors
Kansas
$27K +$17.1K +165 +177%
BFA
236
Beaumont Financial Advisors
Massachusetts
$27K +$27.1K +261 New
GWM
237
Geneos Wealth Management
Colorado
$26K
SFPG
238
Stonebridge Financial Planning Group
Florida
$26K
OIM
239
Oder Investment Management
California
$22K +$22.3K +215 New
CCM
240
Covington Capital Management
California
$21K
TC
241
Truvestments Capital
Florida
$20K +$20.3K +196 New
SMG
242
Spectrum Management Group
Indiana
$18K
BAMG
243
Brand Asset Management Group
Missouri
$16K
HWA
244
HHM Wealth Advisors
Tennessee
$16K
JFA
245
JNBA Financial Advisors
Minnesota
$16K
EWM
246
Endurance Wealth Management
Rhode Island
$15K
BFEC
247
Benjamin F. Edwards & Company
Missouri
$15K +$15K +145 New
LFG
248
Larson Financial Group
Missouri
$13K
PVH
249
Psagot Value Holdings
Israel
$13K
AWM
250
Avior Wealth Management
Nebraska
$12K