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iShares 0-5 Year TIPS Bond ETF

368 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 76 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 15

257% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 53

40% more capital invested

Capital invested by funds: $2.41B → $3.38B (+$973M)

18% more funds holding

Funds holding: 311368 (+57)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.5% more ownership

Funds ownership: 56.3%57.8% (+1.5%)

Holders
368
Holders Change
+57
Holders Change %
+18.33%
% 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
76
Increased
189
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
301
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$236K +2,225 New
PWA
302
Pinnacle Wealth Advisors
Tennessee
$236K +$236K +2,225 New
B
303
Bridgeworth
Alabama
$235K -$93.7K -882 -29%
LB
304
Legacy Bridge
Iowa
$234K
FAM
305
Formidable Asset Management
Ohio
$234K +$233K +2,196 New
OWP
306
Obermeyer Wealth Partners
Colorado
$234K +$234K +2,200 New
HS
307
Horan Securities
United States
$228K +$171K +1,608 +300%
FFG
308
Ford Financial Group
California
$228K +$228K +2,147 New
ODCM
309
Old Dominion Capital Management
Virginia
$226K
VC
310
Vicus Capital
Pennsylvania
$222K -$1.7K -16 -0.8%
EAM
311
Evanson Asset Management
California
$219K
TPWA
312
TRUE Private Wealth Advisors
Oregon
$219K +$219K +2,063 New
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$216K +$216K +2,031 New
WA
314
WBH Advisory
Maryland
$214K
CBFP
315
Cedar Brook Financial Partners
Ohio
$214K +$213K +2,009 New
BCM
316
Brookstone Capital Management
Illinois
$214K +$214K +2,013 New
SCA
317
Snowden Capital Advisors
New York
$213K +$212K +2,000 New
OIA
318
OneDigital Investment Advisors
Kansas
$211K +$211K +1,989 New
3LCM
319
3D/L Capital Management
Connecticut
$204K +$204K +1,919 New
ET
320
Equitable Trust
Tennessee
$203K -$2.12K -20 -1%
BWA
321
BDO Wealth Advisors
Florida
$201K +$2.23K +21 +1%
AWM
322
Avior Wealth Management
Nebraska
$195K -$67.8K -638 -26%
William Blair & Company
323
William Blair & Company
Illinois
$138K +$1.06K +10 +0.8%
FHA
324
First Horizon Advisors
Tennessee
$113K +$39K +367 +53%
SC
325
Solstein Capital
California
$93K +$92.9K +875 New