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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
ADL
351
Asset Dedication LLC
California
$63K +$63.3K +597 New
SWM
352
Sugarloaf Wealth Management
Georgia
$52K -$18.4K -173 -26%
VCM
353
Vigilant Capital Management
Maine
$45K
BAM
354
Baldrige Asset Management
Pennsylvania
$43K -$21.7K -205 -34%
KPCM
355
Kings Point Capital Management
New York
$43K
SWM
356
Selective Wealth Management
Virginia
$35K +$106 +1 +0.3%
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$32K
PFBT
358
Parkside Financial Bank & Trust
Missouri
$25K
BFEC
359
Benjamin F. Edwards & Company
Missouri
$24K +$8.28K +78 +54%
CCM
360
Covington Capital Management
California
$21K
SFPG
361
Stonebridge Financial Planning Group
Florida
$21K
RTC
362
Riverview Trust Company
Washington
$21K +$21.2K +200 New
CFGS
363
Concourse Financial Group Securities
Alabama
$20K
SMG
364
Spectrum Management Group
Indiana
$19K
TC
365
Truvestments Capital
Florida
$18K -$530 -5 -3%
US Bancorp
366
US Bancorp
Minnesota
$16K -$2.28M -21,456 -99%
EWM
367
Endurance Wealth Management
Rhode Island
$16K
HWA
368
HHM Wealth Advisors
Tennessee
$16K
JFA
369
JNBA Financial Advisors
Minnesota
$16K
SIM
370
Sonora Investment Management
Arizona
$15K +$14.9K +140 New
OCM
371
Orion Capital Management
California
$14K +$5.73K +54 +66%
MAM
372
Meeder Asset Management
Ohio
$14K +$12.1K +114 +633%
COCM
373
Charter Oak Capital Management
New Hampshire
$14K +$13.7K +129 New
GI
374
Gradient Investments
Minnesota
$12K +$12.2K +115 New
NSIM
375
North Star Investment Management
Illinois
$11K