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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
251
Evanson Asset Management
California
$217K
IA
252
IFP Advisors
Florida
$216K -$1.89M -17,843 -90%
TCOO
253
Trust Company of Oklahoma
Oklahoma
$214K
CHAM
254
Clear Harbor Asset Management
Connecticut
$213K
WA
255
WBH Advisory
Maryland
$211K
UWM
256
USAdvisors Wealth Management
Minnesota
$211K +$211K +2,000 New
CWA
257
Clearview Wealth Advisors
Oregon
$208K +$208K +1,972 New
SWP
258
Summit Wealth Partners
Florida
$207K -$33.6K -318 -14%
ET
259
Equitable Trust
Tennessee
$204K -$422 -4 -0.2%
BWA
260
BDO Wealth Advisors
Florida
$198K -$5.82K -55 -3%
AIC
261
Ameritas Investment Company
Nebraska
$197K +$197K +1,861 New
William Blair & Company
262
William Blair & Company
Illinois
$136K -$20.9K -197 -13%
CFA
263
Carroll Financial Associates
North Carolina
$83K
FHA
264
First Horizon Advisors
Tennessee
$72K +$72K +697 New
FGAM
265
Financial Gravity Asset Management
Texas
$67.6K +$23.8K +22,409 +54%
FI
266
FormulaFolio Investments
Michigan
$59K -$3.37M -31,672 -98%
HS
267
Horan Securities
United States
$57K -$638 -6 -1%
KPCM
268
Kings Point Capital Management
New York
$43K
SPIA
269
Steward Partners Investment Advisory
New York
$40.1K +$39.1K +370 +4,111%
First Manhattan
270
First Manhattan
New York
$40K
HFS
271
Horizon Financial Services
North Carolina
$38K +$38K +355 New
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$36K
SWM
273
Selective Wealth Management
Virginia
$35K
MIFH
274
Migdal Insurance & Financial Holdings
Israel
$32K
BCPWM
275
Bradley & Co Private Wealth Management
Florida
$31K +$31K +290 New