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iShares 0-5 Year TIPS Bond ETF

391 hedge funds and large institutions have $3.86B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.38B → $3.86B (+$477M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

6% more funds holding

Funds holding: 368391 (+23)

0.96% less ownership

Funds ownership: 57.8%56.84% (-0.96%)

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
6.85%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
55
Increased
217
Reduced
63
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
251
Pure Financial Advisors
California
$611K -$10.2K -96 -2%
PIA
252
Pinion Investment Advisors
Kansas
$603K +$52.3K +493 +9%
SP
253
Successful Portfolios
Florida
$587K -$20.9K -197 -3%
CAG
254
Csenge Advisory Group
Florida
$587K +$285K +2,686 +93%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$585K -$3.18K -30 -0.5%
FA
256
Fortis Advisors
Pennsylvania
$580K +$11.1K +105 +2%
CI
257
Cavalier Investments
Georgia
$569K
BW
258
Bison Wealth
Georgia
$565K -$895K -8,440 -61%
APA
259
American Portfolios Advisors
New York
$561K -$1.71M -16,100 -75%
PGAM
260
Princeton Global Asset Management
New Jersey
$546K +$499K +4,699 +1,000%
IFG
261
Independent Financial Group
California
$506K +$509K +4,793 New
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$503K
OWA
263
Outlook Wealth Advisors
Texas
$497K -$45.8K -432 -8%
Millennium Management
264
Millennium Management
New York
$494K +$496K +4,672 New
ASN
265
Advisory Services Network
Georgia
$488K +$71.3K +672 +17%
PJSIMP
266
P.J. Schmidt Investment Management (PJS)
Wisconsin
$485K +$849 +8 +0.2%
Nomura Asset Management
267
Nomura Asset Management
Japan
$475K
SC
268
Slow Capital
California
$472K +$474K +4,464 New
FAIM
269
Financial Advocates Investment Management
Washington
$471K +$111K +1,044 +31%
ARC
270
Advisor Resource Council
Texas
$465K -$142K -1,336 -23%
VCM
271
Virtue Capital Management
Tennessee
$461K +$463K +4,361 New
HPM
272
Hudson Portfolio Management
New York
$461K +$464K +4,372 New
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$449K +$415K +3,907 +1,142%
GWM
274
Geneos Wealth Management
Colorado
$447K +$143K +1,344 +46%
MC
275
Matisse Capital
Oregon
$444K +$446K +4,200 New