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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
CFGS
251
Concourse Financial Group Securities
Alabama
$11K -$9.13K -88 -46%
FFA
252
Founders Financial Alliance
North Carolina
$10K
NSIM
253
North Star Investment Management
Illinois
$10K
SBL
254
Sargent Bickham Lagudis
Colorado
$10K +$9.54K +92 New
TCOV
255
Trust Company of Vermont
Vermont
$10K +$9.54K +92 New
LGA
256
Lebenthal Global Advisors
New York
$10K +$10.4K +100 New
IF
257
Ironwood Financial
Arizona
$9K -$6.74K -65 -44%
OCM
258
Orion Capital Management
California
$9K +$8.5K +82 New
FCM
259
Firestone Capital Management
Florida
$8K
PWMG
260
Prestige Wealth Management Group
New Jersey
$7K
FWM
261
Focused Wealth Management
New York
$6K
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$6K +$5.5K +53 New
SIAG
263
Safeguard Investment Advisory Group
California
$6K +$6.43K +62 New
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.01K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$5K -$35.3K -340 -87%
HIA
266
Harbor Investment Advisory
Maryland
$4K
BW
267
Bison Wealth
Georgia
$3K
EI
268
Ellevest Inc
New York
$3K
JCM
269
Jacobi Capital Management
Pennsylvania
$1K
SPIA
270
Steward Partners Investment Advisory
New York
$1K
SCP
271
Syntal Capital Partners
Texas
$527 +$524K +5,055 New
WIM
272
Westside Investment Management
California
$76
PPW
273
Pasadena Private Wealth
California
-$6.8M -65,356 Closed
AWE
274
Avidian Wealth Enterprises
Texas
-$3.57M -34,308 Closed
HIP
275
Harrell Investment Partners
Texas
-$3.33M -32,037 Closed