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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
CCM
301
Coldstream Capital Management
Washington
$312K
WP
302
WealthSource Partners
California
$312K +$314K +2,957 New
MC
303
Moors & Cabot
Massachusetts
$310K -$6.9K -65 -2%
SCA
304
Snowden Capital Advisors
New York
$290K +$79.6K +750 +38%
M&T Bank
305
M&T Bank
New York
$289K -$325K -3,060 -53%
UCFA
306
United Capital Financial Advisors
Texas
$285K +$30.1K +284 +12%
CHAM
307
Clear Harbor Asset Management
Connecticut
$278K +$279K +2,630 New
WCM
308
Windsor Capital Management
Arizona
$274K -$58.6K -552 -18%
B
309
Bridgeworth
Alabama
$271K +$37.8K +356 +16%
SXL
310
Summit X LLC
Missouri
$269K +$9.02K +85 +3%
HFA
311
HC Financial Advisors
California
$267K
PWSG
312
Pacific Wealth Strategies Group
California
$264K +$265K +2,500 New
CCM
313
Chilton Capital Management
Texas
$261K
WA
314
WP Advisors
California
$257K +$258K +2,429 New
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$255K -$12.1M -113,587 -98%
WS
316
Wedbush Securities
California
$245K
RJT
317
Raymond James Trust
Florida
$236K
FFG
318
Ford Financial Group
California
$234K +$7.85K +74 +3%
NCM
319
Northwest Capital Management
Oregon
$233K
LB
320
Legacy Bridge
Iowa
$232K
OWP
321
Obermeyer Wealth Partners
Colorado
$232K
Cerity Partners
322
Cerity Partners
New York
$232K +$233K +2,198 New
ODCM
323
Old Dominion Capital Management
Virginia
$225K
VC
324
Vicus Capital
Pennsylvania
$223K +$2.76K +26 +1%
Wolverine Trading
325
Wolverine Trading
Illinois
$222K +$223K +2,102 New