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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 %
SHJ
276
Sharkey, Howes & Javer
Colorado
$424K +$424K +4,017 New
SWP
277
Strategic Wealth Partners
Ohio
$421K +$85K +804 +25%
FT
278
Fiduciary Trust
Massachusetts
$418K +$418K +3,951 New
MAWCM
279
Mine & Arao Wealth Creation & Management
California
$417K +$5.49K +52 +1%
OIA
280
OneDigital Investment Advisors
Kansas
$417K +$207K +1,963 +99%
COF
281
Capital One Financial
Virginia
$381K +$81.4K +770 +27%
Betterment LLC
282
Betterment LLC
New York
$379K +$379K +3,591 New
MFM
283
Mirsky Financial Management
New York
$376K +$11.8K +112 +3%
NA
284
NewEdge Advisors
Louisiana
$370K +$370K +3,499 New
PFP
285
Pinnacle Financial Partners
Tennessee
$363K +$128K +1,210 +54%
PA
286
Procyon Advisors
Connecticut
$362K -$101K -955 -22%
Barclays
287
Barclays
United Kingdom
$362K – – –
AIC
288
Ameritas Investment Company
Nebraska
$353K +$216K +2,042 +157%
BCM
289
Boltwood Capital Management
California
$349K – – –
LG
290
LaFleur & Godfrey
Michigan
$348K – – –
KFGK
291
Keystone Financial Group (Kentucky)
Kentucky
$345K – – –
SEP
292
Southland Equity Partners
Missouri
$341K +$9.51K +90 +3%
WA
293
Winfield Associates
Ohio
$338K – – –
MFA
294
Mayflower Financial Advisors
Massachusetts
$323K -$2.01K -19 -0.6%
BCA
295
Bay Colony Advisors
Massachusetts
$319K +$35.3K +334 +12%
NB
296
NBT Bank
New York
$317K +$317K +3,000 New
CIA
297
Capital Investment Advisors
Georgia
$316K – – –
BAM
298
Bruderman Asset Management
New York
$315K +$315K +2,979 New
CCM
299
Coldstream Capital Management
Washington
$312K – – –
WP
300
WealthSource Partners
California
$312K +$312K +2,957 New
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12
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