We are live on ! Find out more
STIP icon

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
VAS
276
Vestmark Advisory Solutions
Massachusetts
-$2.6M -24,940 Closed
PWM
277
Paulson Wealth Management
Illinois
-$2.49M -23,895 Closed
GM
278
GeoWealth Management
Illinois
-$2.25M -21,607 Closed
TCA
279
Transcend Capital Advisors
New Jersey
-$1.45M -13,936 Closed
TW
280
TrinityPoint Wealth
Connecticut
-$1.15M -11,075 Closed
JIP
281
Jaffetilchin Investment Partners
Florida
-$744K -7,153 Closed
AAS
282
Avantax Advisory Services
Texas
-$720K -6,908 Closed
CSM
283
CAMG Solamere Management
North Carolina
-$431K -4,142 Closed
HW
284
Hancock Whitney
Mississippi
-$242K -2,330 Closed
SG
285
StoneX Group
New York
-$207K -1,994 Closed
BAM
286
Belpointe Asset Management
Nevada
-$165K -1,582 Closed
Bessemer Group
287
Bessemer Group
New Jersey
-$158K -1,520 Closed
WCG
288
Weaver Consulting Group
California
-$119K -1,140 Closed
CAAS
289
Capital Asset Advisory Services
Michigan
-$50K -484 Closed
CB
290
Community Bank
New York
-$34K -319 Closed
LC
291
Lindbrook Capital
California
-$23K -221 Closed
EP
292
Eudaimonia Partners
Tennessee
-$20K -193 Closed
PFS
293
Prospera Financial Services
Texas
-$9K -84 Closed
BFG
294
Baron Financial Group
New Jersey
-$7.6K -73 Closed
JP Morgan Chase
295
JP Morgan Chase
New York
-$5K -50 Closed
VNA
296
Valley National Advisers
Pennsylvania
-$2K -23 Closed
FHA
297
Flagship Harbor Advisors
Massachusetts
-$2K -20 Closed