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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

389 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 54 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+22
Holders Change %
+5.99%
% of All Funds
6.83%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.76%
New
54
Increased
217
Reduced
63
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$325M
2
LPL Financial
2
LPL Financial
California
$252M
3
3AM
3
3EDGE Asset Management
Florida
$112M
4
Bank of America
4
Bank of America
North Carolina
$156M
5
BlackRock
5
BlackRock
New York
$32.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1.49M
2
Ameriprise
2
Ameriprise
Minnesota
$479M
3
WA
3
WestEnd Advisors
North Carolina
$30.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.48M
5
EC
5
Estate Counselors
Wisconsin
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
Mainstay Capital Management
Michigan
$218K +$218K +2,072 New
TPWA
327
TRUE Private Wealth Advisors
Oregon
$217K – – –
CA
328
Clearstead Advisors
Ohio
$215K +$165K +1,560 +331%
WA
329
WBH Advisory
Maryland
$211K – – –
BCM
330
Brookstone Capital Management
Illinois
$209K -$3.7K -35 -2%
ET
331
Equitable Trust
Tennessee
$209K +$6.87K +65 +3%
3LCM
332
3D/L Capital Management
Connecticut
$206K +$2.96K +28 +1%
OWA
333
Octavia Wealth Advisors
Ohio
$206K +$206K +1,958 New
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$204K -$10.6K -100 -5%
BWA
335
BDO Wealth Advisors
Florida
$204K +$3.91K +37 +2%
HCM
336
Hudson Capital Management
New Jersey
$203K +$203K +1,920 New
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$183K +$183K +1,732 New
AWM
338
Avior Wealth Management
Nebraska
$180K -$13.9K -132 -7%
IA
339
IFP Advisors
Florida
$166K -$1.84M -17,314 -92%
ST
340
Smithfield Trust
Pennsylvania
$133K +$133K +1,255 New
FHA
341
First Horizon Advisors
Tennessee
$128K +$16.4K +156 +15%
BAM
342
Barrett Asset Management
New York
$119K +$119K +1,125 New
SC
343
Solstein Capital
California
$92K – – –
FCA
344
FinTrust Capital Advisors
South Carolina
$86K +$86K +817 New
RCM
345
Robinson Capital Management
Michigan
$85K +$85K +800 New
CFA
346
Carroll Financial Associates
North Carolina
$83K – – –
CFD
347
Creative Financial Designs
Indiana
$75K +$75K +708 New
JPMorgan Chase & Co
348
JPMorgan Chase & Co
New York
$63K -$5.25K -50 -8%
ADL
349
Asset Dedication LLC
California
$63K +$63K +597 New
SWM
350
Sugarloaf Wealth Management
Georgia
$52K -$18.4K -173 -26%
12 13
14
15 16