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iShares 0-5 Year TIPS Bond ETF

391 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 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.38B → $3.86B (+$477M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

6% more funds holding

Funds holding: 368391 (+23)

0.96% less ownership

Funds ownership: 57.8%56.84% (-0.96%)

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
6.85%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
55
Increased
217
Reduced
63
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
276
Investment Partners
Ohio
$436K -$152K -1,429 -26%
AF
277
Allworth Financial
California
$430K
SHJ
278
Sharkey, Howes & Javer
Colorado
$424K +$426K +4,017 New
SWP
279
Strategic Wealth Partners
Ohio
$421K +$85.3K +804 +25%
FT
280
Fiduciary Trust
Massachusetts
$418K +$419K +3,951 New
MAWCM
281
Mine & Arao Wealth Creation & Management
California
$417K +$5.52K +52 +1%
OIA
282
OneDigital Investment Advisors
Kansas
$417K +$208K +1,963 +99%
COF
283
Capital One Financial
Virginia
$381K +$81.7K +770 +27%
Betterment LLC
284
Betterment LLC
New York
$379K +$381K +3,591 New
MFM
285
Mirsky Financial Management
New York
$376K +$11.9K +112 +3%
NA
286
NewEdge Advisors
Louisiana
$370K +$371K +3,499 New
PFPT
287
Pinnacle Financial Partners (Tennessee)
Tennessee
$363K +$128K +1,210 +54%
PA
288
Procyon Advisors
Connecticut
$362K -$101K -955 -22%
Barclays
289
Barclays
United Kingdom
$362K
AIC
290
Ameritas Investment Company
Nebraska
$353K +$217K +2,042 +157%
BCM
291
Boltwood Capital Management
California
$349K
LG
292
LaFleur & Godfrey
Michigan
$348K
KFGK
293
Keystone Financial Group (Kentucky)
Kentucky
$345K
SEP
294
Southland Equity Partners
Missouri
$341K +$9.55K +90 +3%
WA
295
Winfield Associates
Ohio
$338K
MFA
296
Mayflower Financial Advisors
Massachusetts
$323K -$2.02K -19 -0.6%
BCA
297
Bay Colony Advisors
Massachusetts
$319K +$35.4K +334 +12%
NB
298
NBT Bank
New York
$317K +$318K +3,000 New
CIA
299
Capital Investment Advisors
Georgia
$316K
BAM
300
Bruderman Asset Management
New York
$315K +$316K +2,979 New