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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

367 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 75 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+56
Holders Change %
+18.01%
% 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
75
Increased
189
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$86.2M
2
LPL Financial
2
LPL Financial
California
$161M
3
Ameriprise
3
Ameriprise
Minnesota
$548M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$47.4M
5
MCM
5
MV Capital Management
Maryland
$38.6M

Top Sellers

1
SHWM
1
Smith & Howard Wealth Management
Georgia
$2.94M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FNC
3
First National Corp
Massachusetts
$5.65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.41M
5
LI
5
LVZ Inc
Michigan
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
276
Southland Equity Partners
Missouri
$333K +$333K +3,136 New
Susquehanna International Group
277
Susquehanna International Group
Pennsylvania
$333K +$333K +3,130 New
MFA
278
Mayflower Financial Advisors
Massachusetts
$327K – – –
MC
279
Moors & Cabot
Massachusetts
$321K -$9.05K -85 -3%
CCM
280
Coldstream Capital Management
Washington
$319K – – –
CIA
281
Capital Investment Advisors
Georgia
$318K – – –
UWM
282
USAdvisors Wealth Management
Minnesota
$317K +$105K +988 +49%
AIC
283
Ameritas Investment Company
Nebraska
$316K -$136K -561 -30%
GWM
284
Geneos Wealth Management
Colorado
$310K +$51.5K +481 +20%
CAG
285
Csenge Advisory Group
Florida
$305K +$305K +2,881 New
COF
286
Capital One Financial
Virginia
$302K +$8.73K +82 +3%
RCAG
287
Rehmann Capital Advisory Group
Michigan
$292K +$148K +2,822 +103%
BAS
288
Brown Advisory Securities
Maryland
$287K – – –
BCA
289
Bay Colony Advisors
Massachusetts
$285K +$42.7K +402 +18%
FANJ
290
Financial Architects (New Jersey)
New Jersey
$283K +$283K +2,666 New
CAN
291
Cetera Advisor Networks
California
$273K +$273K +2,568 New
HFA
292
HC Financial Advisors
California
$269K – – –
SXL
293
Summit X LLC
Missouri
$263K -$23.1K -217 -8%
CCM
294
Chilton Capital Management
Texas
$263K – – –
UCFA
295
United Capital Financial Advisors
Texas
$257K +$16.6K +156 +7%
WS
296
Wedbush Securities
California
$247K -$2.56K -24 -1%
SG
297
StoneX Group
New York
$242K +$242K +2,272 New
RJT
298
Raymond James Trust
Florida
$237K – – –
NCM
299
Northwest Capital Management
Oregon
$236K +$12.2K +114 +5%
PWA
300
Pinnacle Wealth Advisors
Tennessee
$236K +$236K +2,225 New
10 11
12
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