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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 %
PWA
301
Pinnacle Wealth Advisors
Tennessee
$236K +$236K +2,225 New
B
302
Bridgeworth
Alabama
$235K -$93.8K -882 -29%
LB
303
Legacy Bridge
Iowa
$234K – – –
FAM
304
Formidable Asset Management
Ohio
$234K +$234K +2,196 New
OWP
305
Obermeyer Wealth Partners
Colorado
$234K +$234K +2,200 New
HS
306
Horan Securities
United States
$228K +$171K +1,608 +300%
FFG
307
Ford Financial Group
California
$228K +$228K +2,147 New
ODCM
308
Old Dominion Capital Management
Virginia
$226K – – –
VC
309
Vicus Capital
Pennsylvania
$222K -$1.7K -16 -0.8%
EAM
310
Evanson Asset Management
California
$219K – – –
TPWA
311
TRUE Private Wealth Advisors
Oregon
$219K +$219K +2,063 New
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$216K +$216K +2,031 New
WA
313
WBH Advisory
Maryland
$214K – – –
CBFP
314
Cedar Brook Financial Partners
Ohio
$214K +$214K +2,009 New
BCM
315
Brookstone Capital Management
Illinois
$214K +$214K +2,013 New
SCA
316
Snowden Capital Advisors
New York
$213K +$213K +2,000 New
OIA
317
OneDigital Investment Advisors
Kansas
$211K +$211K +1,989 New
3LCM
318
3D/L Capital Management
Connecticut
$204K +$204K +1,919 New
ET
319
Equitable Trust
Tennessee
$203K -$2.12K -20 -1%
BWA
320
BDO Wealth Advisors
Florida
$201K +$2.23K +21 +1%
AWM
321
Avior Wealth Management
Nebraska
$195K -$67.5K -638 -26%
William Blair & Company
322
William Blair & Company
Illinois
$138K +$1.07K +10 +0.8%
FHA
323
First Horizon Advisors
Tennessee
$113K +$39K +367 +53%
SC
324
Solstein Capital
California
$93K +$93K +875 New
Vontobel Holding
325
Vontobel Holding
Switzerland
$90K +$90K +850 New
11 12
13
14 15