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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 234 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+99
Holders Change %
+25.45%
% of All Funds
7.54%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
131
Increased
234
Reduced
68
Closed
25
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.64M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$557M
2
ACM
2
Advisors Capital Management
New Jersey
$54.5M
3
BlackRock
3
BlackRock
New York
$78.9M
4
Bank of America
4
Bank of America
North Carolina
$199M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$270M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
V
4
Veritable
Delaware
$2.79M
5
EC
5
Estate Counselors
Wisconsin
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$546K +$96.2K +909 +21%
APA
327
American Portfolios Advisors
New York
$511K -$51.6K -487 -9%
JCIA
328
Jackson Creek Investment Advisors
Colorado
$497K +$497K +4,690 New
VWA
329
VERITY Wealth Advisors
United States
$497K +$497K +4,693 New
GWM
330
Geneos Wealth Management
Colorado
$474K +$25.3K +239 +6%
SC
331
Slow Capital
California
$473K – – –
PCM
332
Passive Capital Management
Maryland
$473K +$473K +4,463 New
OWA
333
Outlook Wealth Advisors
Texas
$469K -$28.5K -269 -6%
MIM
334
Moseley Investment Management
Florida
$469K +$469K +4,433 New
WS
335
Wedbush Securities
California
$468K +$222K +2,100 +91%
HNWA
336
Henrickson Nauta Wealth Advisors
Michigan
$458K +$458K +4,357 New
NB
337
NBT Bank
New York
$455K +$138K +1,300 +43%
GSWM
338
Golden State Wealth Management
California
$452K +$452K +4,270 New
AAS
339
Ameritas Advisory Services
Nebraska
$451K +$451K +4,259 New
MC
340
Matisse Capital
Oregon
$445K – – –
CPA
341
Cardiff Park Advisors
California
$436K +$436K +4,121 New
MAWCM
342
Mine & Arao Wealth Creation & Management
California
$432K +$13.7K +129 +3%
AF
343
Allworth Financial
California
$431K – – –
KFGK
344
Keystone Financial Group (Kentucky)
Kentucky
$430K +$83.7K +790 +24%
SWP
345
Strategic Wealth Partners
Ohio
$422K – – –
FT
346
Fiduciary Trust
Massachusetts
$411K -$7.95K -75 -2%
GTAM
347
Global Trust Asset Management
Florida
$403K +$403K +3,803 New
IP
348
Investment Partners
Ohio
$391K -$45.2K -427 -10%
FCA
349
FinTrust Capital Advisors
South Carolina
$389K +$303K +2,860 +350%
MFM
350
Mirsky Financial Management
New York
$385K +$8.26K +78 +2%
12 13
14
15 16