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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
426
Kings Point Capital Management
New York
$73K +$30.4K +287 +71%
TFA
427
Toth Financial Advisory
Virginia
$65K +$65K +610 New
JPMorgan Chase & Co
428
JPMorgan Chase & Co
New York
$64K
SC
429
Steph & Co
Wisconsin
$64K +$64K +600 New
ADL
430
Asset Dedication LLC
California
$63K
WTA
431
Washington Trust Advisors
Massachusetts
$63K +$63K +595 New
AWM
432
Avior Wealth Management
Nebraska
$61K -$118K -1,126 -66%
SWM
433
Sugarloaf Wealth Management
Georgia
$52K +$106 +1 +0.2%
VCM
434
Vigilant Capital Management
Maine
$45K
FGAM
435
Financial Gravity Asset Management
Texas
$44.7K +$4.67K +4,988 +12%
BCPWM
436
Bradley & Co Private Wealth Management
Florida
$44K +$44K +420 New
S
437
Surevest
California
$44K +$44K +420 New
CWS
438
Confluence Wealth Services
Pennsylvania
$42K +$42K +400 New
CPW
439
Crestmont Private Wealth
Texas
$41K +$41K +391 New
SWM
440
Selective Wealth Management
Virginia
$35K
MIFH
441
Migdal Insurance & Financial Holdings
Israel
$32K
WA
442
WestEnd Advisors
North Carolina
$30.4K +$30.4K +287 New
MCC
443
Money Concepts Capital
Florida
$26K +$26K +246 New
PFBT
444
Parkside Financial Bank & Trust
Missouri
$25K
BFEC
445
Benjamin F. Edwards & Company
Missouri
$24K
PFA
446
Professional Financial Advisors
Nebraska
$24K +$24K +231 New
BAM
447
Baldrige Asset Management
Pennsylvania
$21K -$21.6K -206 -51%
SFPG
448
Stonebridge Financial Planning Group
Florida
$21K
CFGS
449
Concourse Financial Group Securities
Alabama
$21K
CCM
450
Covington Capital Management
California
$21K