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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
MFT
351
Moisand Fitzgerald Tamayo
Florida
$11K +$11.4K +107 New
FFA
352
Founders Financial Alliance
North Carolina
$10K
SBL
353
Sargent Bickham Lagudis
Colorado
$10K
IF
354
Ironwood Financial
Arizona
$9K
OCM
355
Orion Capital Management
California
$9K
CP
356
Castleview Partners
Texas
$9K +$8.92K +84 New
TCOV
357
Trust Company of Vermont
Vermont
$8K -$2.23K -21 -23%
FCM
358
Firestone Capital Management
Florida
$8K
HNB
359
Huntington National Bank
Ohio
$6K
FWM
360
Focused Wealth Management
New York
$6K +$106 +1 +2%
SCA
361
Stonebridge Capital Advisors
Minnesota
$6K +$5.95K +56 New
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.1K
PWMG
363
Prestige Wealth Management Group
New Jersey
$5K -$1.91K -18 -26%
HIA
364
Harbor Investment Advisory
Maryland
$4K
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$4K +$4.25K +40 New
CFB
366
Cullen/Frost Bankers
Texas
$3K +$2.97K +28 New
LFG
367
Larson Financial Group
Missouri
$2K -$10.8K -102 -84%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$2K -$2.87K -27 -54%
MAM
369
Meeder Asset Management
Ohio
$2K +$1.91K +18 New
JCM
370
Jacobi Capital Management
Pennsylvania
$1K
WIM
371
Westside Investment Management
California
$78
FHC
372
First Heartland Consultants
Missouri
-$552K -5,223 Closed
TCOO
373
Trust Company of Oklahoma
Oklahoma
-$214K -2,024 Closed
CHAM
374
Clear Harbor Asset Management
Connecticut
-$213K -2,015 Closed
SWP
375
Summit Wealth Partners
Florida
-$207K -1,954 Closed