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iShares 0-5 Year TIPS Bond ETF

368 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 76 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 15

257% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 53

40% more capital invested

Capital invested by funds: $2.41B → $3.38B (+$973M)

18% more funds holding

Funds holding: 311368 (+57)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.5% more ownership

Funds ownership: 56.3%57.8% (+1.5%)

Holders
368
Holders Change
+57
Holders Change %
+18.33%
% 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
76
Increased
189
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
226
Physician Wealth Advisors
Utah
$719K +$229K +2,161 +47%
CF
227
Clarity Financial
Texas
$709K -$150K -1,417 -18%
KBFS
228
Kohmann Bosshard Financial Services
Ohio
$676K -$32.8K -309 -5%
CA
229
CGN Advisors
Kansas
$676K +$20.4K +192 +3%
PP
230
Prudential plc
United Kingdom
$655K -$113K -1,060 -15%
AO
231
Advisor OS
Illinois
$653K +$106K +994 +19%
SCP
232
Syntal Capital Partners
Texas
$650K
CA
233
Continuum Advisory
Idaho
$641K -$24.7K -233 -4%
3F
234
360 Financial
Minnesota
$638K +$106K +1,000 +20%
SAM
235
Strategy Asset Managers
California
$629K +$51.2K +482 +9%
PFA
236
Pure Financial Advisors
California
$625K -$32.1K -302 -5%
M&T Bank
237
M&T Bank
New York
$616K
AFAS
238
Acorn Financial Advisory Services
Virginia
$615K +$44.9K +423 +8%
SP
239
Successful Portfolios
Florida
$612K +$3.82K +36 +0.6%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$607K -$31.2K -294 -5%
ARC
241
Advisor Resource Council
Texas
$607K +$606K +5,710 New
CWA
242
Clearview Wealth Advisors
Oregon
$593K +$383K +3,603 +183%
IP
243
Investment Partners
Ohio
$590K +$4.25K +40 +0.7%
MCG
244
McCollum Christoferson Group
New York
$585K
CI
245
Cavalier Investments
Georgia
$573K +$572K +5,391 New
FA
246
Fortis Advisors
Pennsylvania
$572K +$6.37K +60 +1%
PIA
247
Pinion Investment Advisors
Kansas
$554K +$59.7K +562 +12%
OWA
248
Outlook Wealth Advisors
Texas
$546K +$545K +5,135 New
IWM
249
IHT Wealth Management
Illinois
$540K +$191K +1,794 +55%
MWM
250
Meridian Wealth Management
Kentucky
$532K +$281K +2,644 +112%