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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
DC
251
Davenport & Co
Virginia
$528K +$38.2K +360 +8%
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$506K
LRPA
253
L. Roy Papp & Associates
Arizona
$505K
DI
254
DAGCO Inc
Ohio
$491K +$490K +4,616 New
PJSIMP
255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K -$19.2K -181 -4%
BIP
256
Blueprint Investment Partners
North Carolina
$484K +$483K +4,553 New
Nomura Asset Management
257
Nomura Asset Management
Japan
$478K +$478K +4,500 New
GRP
258
Global Retirement Partners
California
$474K +$216K +2,033 +84%
JWCA
259
J.W. Cole Advisors
Florida
$470K +$111K +1,047 +31%
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$469K +$13.8K +130 +3%
PA
261
Procyon Advisors
Connecticut
$466K +$466K +4,386 New
CF
262
Centaurus Financial
California
$443K +$1.49K +14 +0.3%
SI
263
Stephens Inc
Arkansas
$435K
AF
264
Allworth Financial
California
$433K
ASN
265
Advisory Services Network
Georgia
$420K +$27K +254 +7%
MAWCM
266
Mine & Arao Wealth Creation & Management
California
$414K +$34.9K +329 +9%
BW
267
Bison Wealth
Georgia
$413K +$400K +3,763 +38%
MFM
268
Mirsky Financial Management
New York
$366K -$15.9K -150 -4%
Barclays
269
Barclays
United Kingdom
$365K
FAIM
270
Financial Advocates Investment Management
Washington
$363K +$363K +3,417 New
BCM
271
Boltwood Capital Management
California
$351K
LG
272
LaFleur & Godfrey
Michigan
$350K
KFGK
273
Keystone Financial Group (Kentucky)
Kentucky
$347K
WA
274
Winfield Associates
Ohio
$340K +$340K +3,200 New
SWP
275
Strategic Wealth Partners
Ohio
$338K -$57K -537 -14%