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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 234 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+99
Holders Change %
+25.45%
% of All Funds
7.54%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
131
Increased
234
Reduced
68
Closed
25
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.64M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$557M
2
ACM
2
Advisors Capital Management
New Jersey
$54.5M
3
BlackRock
3
BlackRock
New York
$78.9M
4
Bank of America
4
Bank of America
North Carolina
$199M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$270M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
V
4
Veritable
Delaware
$2.79M
5
EC
5
Estate Counselors
Wisconsin
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
226
U.S. Capital Wealth Advisors
Texas
$1.93M +$324K +3,060 +20%
MAS
227
Madden Advisory Services
Florida
$1.91M +$210K +1,982 +12%
DWMG
228
DB Wealth Management Group
California
$1.88M +$56K +529 +3%
IFAM
229
Institutional & Family Asset Management
Colorado
$1.87M -$166K -1,566 -8%
F4L
230
Fortune 45 LLC
Louisiana
$1.84M +$1.84M +17,334 New
MWM
231
Meridian Wealth Management
Kentucky
$1.77M +$1.05M +9,892 +146%
LFA
232
LifeGuide Financial Advisors
Pennsylvania
$1.76M +$1.76M +16,602 New
PJSIMP
233
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.72M +$1.24M +11,752 +257%
BSW
234
Buckingham Strategic Wealth
Missouri
$1.7M +$433K +4,087 +34%
Citigroup
235
Citigroup
New York
$1.64M -$50.6K -478 -3%
CAN
236
Cetera Advisor Networks
California
$1.59M +$764K +7,219 +93%
FTS
237
Fifth Third Securities
Ohio
$1.59M -$4.59M -43,328 -74%
Goldman Sachs
238
Goldman Sachs
New York
$1.58M +$461K +4,354 +41%
COF
239
Capital One Financial
Virginia
$1.55M +$1.17M +11,011 +305%
FA
240
Forefront Analytics
Pennsylvania
$1.55M -$1.25M -11,849 -45%
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$1.51M +$549K +5,190 +57%
CWG
242
Crown Wealth Group
North Carolina
$1.5M +$1.5M +14,201 New
SF
243
Synovus Financial
Georgia
$1.5M +$277K +2,617 +23%
PGAM
244
Princeton Global Asset Management
New Jersey
$1.47M +$924K +8,726 +169%
RIA
245
Regal Investment Advisors
Michigan
$1.45M +$1.45M +13,680 New
RF
246
Resolute Financial
Massachusetts
$1.39M +$1.39M +13,164 New
AWA
247
Acorn Wealth Advisors
Michigan
$1.38M +$99.7K +941 +8%
PWM
248
PBMares Wealth Management
Virginia
$1.34M +$129K +1,216 +11%
FA
249
Fermata Advisors
California
$1.32M +$407K +3,840 +45%
EWM
250
Empirical Wealth Management
Washington
$1.31M +$23.4K +221 +2%
8 9
10
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