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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 234 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+99
Holders Change %
+25.45%
% of All Funds
7.54%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
131
Increased
234
Reduced
68
Closed
25
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.64M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$557M
2
ACM
2
Advisors Capital Management
New Jersey
$54.5M
3
BlackRock
3
BlackRock
New York
$78.9M
4
Bank of America
4
Bank of America
North Carolina
$199M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$270M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
V
4
Veritable
Delaware
$2.79M
5
EC
5
Estate Counselors
Wisconsin
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$1.03M -$69.6K -658 -6%
SS
277
Simplicity Solutions
Minnesota
$1M +$315K +2,973 +46%
TIM
278
Tortoise Investment Management
New York
$997K – – –
LRPA
279
L. Roy Papp & Associates
Arizona
$995K – – –
SWA
280
Stratos Wealth Advisors
Ohio
$962K +$962K +9,083 New
SGCA
281
Steel Grove Capital Advisors
Tennessee
$953K +$296K +2,791 +45%
FANJ
282
Financial Architects (New Jersey)
New Jersey
$953K +$305K +2,883 +47%
GCA
283
Gradient Capital Advisors
California
$945K +$151K +1,423 +19%
MCG
284
McCollum Christoferson Group
New York
$937K +$243K +2,295 +35%
ACM
285
Absolute Capital Management
Pennsylvania
$911K +$911K +8,600 New
MP
286
McDonald Partners
Ohio
$911K +$911K +8,600 New
GA
287
Greenspring Advisors
Maryland
$903K +$903K +8,529 New
AOWM
288
Alpha Omega Wealth Management
Virginia
$898K +$6.74K +64 +0.8%
MWM
289
Modera Wealth Management
New Jersey
$893K -$1.01M -9,574 -53%
5L
290
55I LLC
Massachusetts
$883K -$2.69M -25,431 -75%
FFC
291
Fure Financial Corporation
Minnesota
$879K +$877K +8,291 +55,273%
PWA
292
Physician Wealth Advisors
Utah
$863K +$96K +914 +13%
WWM
293
Western Wealth Management
Colorado
$845K +$845K +8,010 New
PIA
294
Pinion Investment Advisors
Kansas
$826K +$222K +2,099 +37%
NWM
295
Northwest Wealth Management
Iowa
$822K +$65.8K +621 +9%
JWCA
296
J.W. Cole Advisors
Florida
$807K +$807K +7,618 New
MRWM
297
ML&R Wealth Management
Texas
$796K +$796K +7,516 New
LWANC
298
Laurel Wealth Advisors (North Carolina)
North Carolina
$768K +$26.5K +250 +4%
PMG
299
ProVise Management Group
Florida
$741K +$741K +6,995 New
OCM
300
One Capital Management
California
$721K +$721K +6,816 New
10 11
12
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