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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.38B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+56
Holders Change %
+18.01%
% of All Funds
6.41%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.7%
New
75
Increased
189
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$86.2M
2
LPL Financial
2
LPL Financial
California
$161M
3
Ameriprise
3
Ameriprise
Minnesota
$548M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$47.4M
5
MCM
5
MV Capital Management
Maryland
$38.6M

Top Sellers

1
SHWM
1
Smith & Howard Wealth Management
Georgia
$2.94M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FNC
3
First National Corp
Massachusetts
$5.65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.41M
5
LI
5
LVZ Inc
Michigan
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
226
Clarity Financial
Texas
$709K -$151K -1,417 -18%
KBFS
227
Kohmann Bosshard Financial Services
Ohio
$676K -$32.9K -309 -5%
CA
228
CGN Advisors
Kansas
$676K +$20.4K +192 +3%
PP
229
Prudential plc
United Kingdom
$655K -$113K -1,060 -15%
AO
230
Advisor OS
Illinois
$653K +$106K +994 +19%
SCP
231
Syntal Capital Partners
Texas
$650K – – –
CA
232
Continuum Advisory
Idaho
$641K -$24.8K -233 -4%
3F
233
360 Financial
Minnesota
$638K +$106K +1,000 +20%
SAM
234
Strategy Asset Managers
California
$629K +$51.2K +482 +9%
PFA
235
Pure Financial Advisors
California
$625K -$32.1K -302 -5%
M&T Bank
236
M&T Bank
New York
$616K – – –
AFAS
237
Acorn Financial Advisory Services
Virginia
$615K +$45K +423 +8%
SP
238
Successful Portfolios
Florida
$612K +$3.83K +36 +0.6%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$607K -$31.3K -294 -5%
ARC
240
Advisor Resource Council
Texas
$607K +$607K +5,710 New
CWA
241
Clearview Wealth Advisors
Oregon
$593K +$383K +3,603 +183%
IP
242
Investment Partners
Ohio
$590K +$4.25K +40 +0.7%
MCG
243
McCollum Christoferson Group
New York
$585K – – –
CI
244
Cavalier Investments
Georgia
$573K +$573K +5,391 New
FA
245
Fortis Advisors
Pennsylvania
$572K +$6.37K +60 +1%
PIA
246
Pinion Investment Advisors
Kansas
$554K +$59.7K +562 +12%
OWA
247
Outlook Wealth Advisors
Texas
$546K +$546K +5,135 New
IWM
248
IHT Wealth Management
Illinois
$540K +$191K +1,794 +55%
MWM
249
Meridian Wealth Management
Kentucky
$532K +$281K +2,644 +112%
DC
250
Davenport & Co
Virginia
$528K +$38.3K +360 +8%
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10
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