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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
326
Carroll Financial Associates
North Carolina
$83K
SWM
327
Sugarloaf Wealth Management
Georgia
$70K +$58.6K +555 +514%
JPMorgan Chase & Co
328
JPMorgan Chase & Co
New York
$69K +$37.9K +357 +122%
BAM
329
Baldrige Asset Management
Pennsylvania
$65K +$65K +611 New
FI
330
FormulaFolio Investments
Michigan
$59K
PGAM
331
Princeton Global Asset Management
New Jersey
$50K +$50K +470 New
CA
332
Clearstead Advisors
Ohio
$50K +$50K +471 New
VCM
333
Vigilant Capital Management
Maine
$45K +$45K +425 New
KPCM
334
Kings Point Capital Management
New York
$43K
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$36K +$105 +1 +0.3%
SWM
336
Selective Wealth Management
Virginia
$35K
MIFH
337
Migdal Insurance & Financial Holdings
Israel
$32K
PFBT
338
Parkside Financial Bank & Trust
Missouri
$25K +$25K +238 New
SB
339
Strategic Blueprint
Georgia
$22K +$22K +208 New
SFPG
340
Stonebridge Financial Planning Group
Florida
$21K -$5.25K -50 -20%
CFGS
341
Concourse Financial Group Securities
Alabama
$21K
CCM
342
Covington Capital Management
California
$21K
TC
343
Truvestments Capital
Florida
$19K -$1.69K -16 -8%
SMG
344
Spectrum Management Group
Indiana
$19K
JFA
345
JNBA Financial Advisors
Minnesota
$17K
HWA
346
HHM Wealth Advisors
Tennessee
$16K
BFEC
347
Benjamin F. Edwards & Company
Missouri
$15K
EWM
348
Endurance Wealth Management
Rhode Island
$15K
NSIM
349
North Star Investment Management
Illinois
$11K
MFT
350
Moisand Fitzgerald Tamayo
Florida
$11K +$11K +107 New