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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
GFS
326
GYL Financial Synergies
Connecticut
$222K +$223K +2,106 New
EAM
327
Evanson Asset Management
California
$218K
MCM
328
Mainstay Capital Management
Michigan
$218K +$220K +2,072 New
TPWA
329
TRUE Private Wealth Advisors
Oregon
$217K
CA
330
Clearstead Advisors
Ohio
$215K +$166K +1,560 +331%
WA
331
WBH Advisory
Maryland
$211K
BCM
332
Brookstone Capital Management
Illinois
$209K -$3.71K -35 -2%
ET
333
Equitable Trust
Tennessee
$209K +$6.9K +65 +3%
3LCM
334
3D/L Capital Management
Connecticut
$206K +$2.97K +28 +1%
OWA
335
Octavia Wealth Advisors
Ohio
$206K +$208K +1,958 New
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$204K -$10.6K -100 -5%
BWA
337
BDO Wealth Advisors
Florida
$204K +$3.92K +37 +2%
HCM
338
Hudson Capital Management
New Jersey
$203K +$204K +1,920 New
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$183K +$184K +1,732 New
AWM
340
Avior Wealth Management
Nebraska
$180K -$14K -132 -7%
IA
341
IFP Advisors
Florida
$166K -$1.84M -17,314 -92%
ST
342
Smithfield Trust
Pennsylvania
$133K +$133K +1,255 New
FHA
343
First Horizon Advisors
Tennessee
$128K +$16.6K +156 +15%
BAM
344
Barrett Asset Management
New York
$119K +$119K +1,125 New
SC
345
Solstein Capital
California
$92K
FCA
346
FinTrust Capital Advisors
South Carolina
$86K +$86.7K +817 New
RCM
347
Robinson Capital Management
Michigan
$85K +$84.9K +800 New
CFA
348
Carroll Financial Associates
North Carolina
$83K
CFD
349
Creative Financial Designs
Indiana
$75K +$75.1K +708 New
JP Morgan Chase
350
JP Morgan Chase
New York
$63K -$5.3K -50 -8%