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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

311 hedge funds and large institutions have $2.41B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+41
Holders Change %
+15.19%
% of All Funds
5.48%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.63%
New
57
Increased
142
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$490M
2
LPL Financial
2
LPL Financial
California
$76.6M
3
3AM
3
3EDGE Asset Management
Florida
$43.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.8M
5
DWP
5
Destiny Wealth Partners
Florida
$22.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.1M
2
EVM
2
Eaton Vance Management
Massachusetts
$8.21M
3
FTUS
3
Flow Traders U.S.
New York
$2.55M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$7M
5
Stifel Financial
5
Stifel Financial
Missouri
$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Coldstream Capital Management
Washington
$317K – – –
CIA
227
Capital Investment Advisors
Georgia
$316K – – –
WCM
228
Windsor Capital Management
Arizona
$293K +$1.79K +17 +0.6%
COF
229
Capital One Financial
Virginia
$291K +$291K +2,754 New
RCAG
230
Rehmann Capital Advisory Group
Michigan
$290K +$12.8K +121 +5%
BAS
231
Brown Advisory Securities
Maryland
$285K +$285K +2,700 New
SXL
232
Summit X LLC
Missouri
$283K -$26.3K -250 -9%
KCM
233
Karp Capital Management
California
$273K +$273K +2,578 New
HFA
234
HC Financial Advisors
California
$267K – – –
CCM
235
Chilton Capital Management
Texas
$262K – – –
AWM
236
Avior Wealth Management
Nebraska
$262K +$249K +2,360 +1,967%
GRP
237
Global Retirement Partners
California
$257K +$134K +1,263 +108%
GWM
238
Geneos Wealth Management
Colorado
$256K +$229K +2,164 +862%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$254K – – –
MWM
240
Meridian Wealth Management
Kentucky
$250K +$250K +2,362 New
FCA
241
FLC Capital Advisors
California
$249K +$249K +2,352 New
WS
242
Wedbush Securities
California
$248K +$248K +2,343 New
NL
243
NWAM LLC
Washington
$247K +$247K +2,332 New
BCA
244
Bay Colony Advisors
Massachusetts
$241K +$241K +2,282 New
UCFA
245
United Capital Financial Advisors
Texas
$239K -$31.5K -298 -12%
RJT
246
Raymond James Trust
Florida
$236K – – –
LB
247
Legacy Bridge
Iowa
$233K – – –
ODCM
248
Old Dominion Capital Management
Virginia
$225K – – –
VC
249
Vicus Capital
Pennsylvania
$223K – – –
NCM
250
Northwest Capital Management
Oregon
$221K +$221K +2,086 New
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10
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