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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

389 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 54 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+22
Holders Change %
+5.99%
% of All Funds
6.83%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.76%
New
54
Increased
217
Reduced
63
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Personal Capital Advisors
California
$325M
2
LPL Financial
LPL Financial
California
$252M
3
3AM
3EDGE Asset Management
Florida
$112M
4
Bank of America
Bank of America
North Carolina
$156M
5
BlackRock
BlackRock
New York
$32.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$1.49M
2
Ameriprise
Ameriprise
Minnesota
$479M
3
WA
WestEnd Advisors
North Carolina
$30.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.48M
5
EC
Estate Counselors
Wisconsin
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
251
Pinion Investment Advisors
Kansas
$603K +$52.1K +493 +9%
SP
252
Successful Portfolios
Florida
$587K -$20.8K -197 -3%
CAG
253
Csenge Advisory Group
Florida
$587K +$283K +2,686 +93%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$585K -$3.17K -30 -0.5%
FA
255
Fortis Advisors
Pennsylvania
$580K +$11.1K +105 +2%
CI
256
Cavalier Investments
Georgia
$569K – – –
BW
257
Bison Wealth
Georgia
$565K -$891K -8,440 -61%
APA
258
American Portfolios Advisors
New York
$561K -$1.7M -16,100 -75%
PGAM
259
Princeton Global Asset Management
New Jersey
$546K +$496K +4,699 +1,000%
Toronto Dominion Bank
260
Toronto Dominion Bank
Ontario, Canada
$503K – – –
OWA
261
Outlook Wealth Advisors
Texas
$497K -$45.7K -432 -8%
Millennium Management
262
Millennium Management
New York
$494K +$494K +4,672 New
ASN
263
Advisory Services Network
Georgia
$488K +$71K +672 +17%
PJSIMP
264
P.J. Schmidt Investment Management (PJS)
Wisconsin
$485K +$850 +8 +0.2%
Nomura Asset Management
265
Nomura Asset Management
Japan
$475K – – –
SC
266
Slow Capital
California
$472K +$472K +4,464 New
FAIM
267
Financial Advocates Investment Management
Washington
$471K +$110K +1,044 +31%
ARC
268
Advisor Resource Council
Texas
$465K -$142K -1,336 -23%
VCM
269
Virtue Capital Management
Tennessee
$461K +$461K +4,361 New
HPM
270
Hudson Portfolio Management
New York
$461K +$461K +4,372 New
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$449K +$413K +3,907 +1,142%
GWM
272
Geneos Wealth Management
Colorado
$447K +$142K +1,344 +46%
MC
273
Matisse Capital
Oregon
$444K +$444K +4,200 New
IP
274
Investment Partners
Ohio
$436K -$151K -1,429 -26%
AF
275
Allworth Financial
California
$430K – – –
9 10
11
12 13