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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
WCM
276
Windsor Capital Management
Arizona
$335K +$39.9K +376 +14%
SEP
277
Southland Equity Partners
Missouri
$333K +$333K +3,136 New
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$333K +$332K +3,130 New
MFA
279
Mayflower Financial Advisors
Massachusetts
$327K
MC
280
Moors & Cabot
Massachusetts
$321K -$9.03K -85 -3%
CCM
281
Coldstream Capital Management
Washington
$319K
CIA
282
Capital Investment Advisors
Georgia
$318K
UWM
283
USAdvisors Wealth Management
Minnesota
$317K +$105K +988 +49%
AIC
284
Ameritas Investment Company
Nebraska
$316K -$59.6K -561 -30%
GWM
285
Geneos Wealth Management
Colorado
$310K +$51.1K +481 +20%
CAG
286
Csenge Advisory Group
Florida
$305K +$306K +2,881 New
COF
287
Capital One Financial
Virginia
$302K +$8.71K +82 +3%
RCAG
288
Rehmann Capital Advisory Group
Michigan
$292K +$300K +2,822 +103%
BAS
289
Brown Advisory Securities
Maryland
$287K
BCA
290
Bay Colony Advisors
Massachusetts
$285K +$42.7K +402 +18%
FANJ
291
Financial Architects (New Jersey)
New Jersey
$283K +$283K +2,666 New
CAN
292
Cetera Advisor Networks
California
$273K +$273K +2,568 New
HFA
293
HC Financial Advisors
California
$269K
SXL
294
Summit X LLC
Missouri
$263K -$23K -217 -8%
CCM
295
Chilton Capital Management
Texas
$263K
UCFA
296
United Capital Financial Advisors
Texas
$257K +$16.6K +156 +7%
WS
297
Wedbush Securities
California
$247K -$2.55K -24 -1%
SG
298
StoneX Group
New York
$242K +$241K +2,272 New
RJT
299
Raymond James Trust
Florida
$237K
NCM
300
Northwest Capital Management
Oregon
$236K +$12.1K +114 +5%