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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
Vontobel Holding
326
Vontobel Holding
Switzerland
$90K +$90.3K +850 New
CFA
327
Carroll Financial Associates
North Carolina
$83K
SWM
328
Sugarloaf Wealth Management
Georgia
$70K +$58.9K +555 +514%
JP Morgan Chase
329
JP Morgan Chase
New York
$69K +$37.9K +357 +122%
BAM
330
Baldrige Asset Management
Pennsylvania
$65K +$64.9K +611 New
FI
331
FormulaFolio Investments
Michigan
$59K
PGAM
332
Princeton Global Asset Management
New Jersey
$50K +$49.9K +470 New
CA
333
Clearstead Advisors
Ohio
$50K +$50K +471 New
VCM
334
Vigilant Capital Management
Maine
$45K +$45.1K +425 New
KPCM
335
Kings Point Capital Management
New York
$43K
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$36K +$106 +1 +0.3%
SWM
337
Selective Wealth Management
Virginia
$35K
MIFH
338
Migdal Insurance & Financial Holdings
Israel
$32K
PFBT
339
Parkside Financial Bank & Trust
Missouri
$25K +$25.3K +238 New
SB
340
Strategic Blueprint
Georgia
$22K +$22.1K +208 New
SFPG
341
Stonebridge Financial Planning Group
Florida
$21K -$5.31K -50 -20%
CFGS
342
Concourse Financial Group Securities
Alabama
$21K
CCM
343
Covington Capital Management
California
$21K
TC
344
Truvestments Capital
Florida
$19K -$1.7K -16 -8%
SMG
345
Spectrum Management Group
Indiana
$19K
JFA
346
JNBA Financial Advisors
Minnesota
$17K
HWA
347
HHM Wealth Advisors
Tennessee
$16K
BFEC
348
Benjamin F. Edwards & Company
Missouri
$15K
EWM
349
Endurance Wealth Management
Rhode Island
$15K
NSIM
350
North Star Investment Management
Illinois
$11K