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iShares 0-5 Year TIPS Bond ETF

271 hedge funds and large institutions have $1.63B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 77

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

3% more funds holding

Funds holding: 264271 (+7)

1% less capital invested

Capital invested by funds: $1.64B → $1.63B (-$14.9M)

3.24% less ownership

Funds ownership: 58.47%55.23% (-3.2%)

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
4.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
34
Increased
114
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$12.3M +$12.2M +117,779 New
SFPM
27
Sensible Financial Planning & Management
Massachusetts
$12.1M +$688K +6,639 +6%
LPL Financial
28
LPL Financial
California
$11.4M +$4.75M +45,812 +73%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$11.3M -$541K -5,217 -5%
PGA
30
Portland Global Advisors
Maine
$11.2M +$634K +6,115 +6%
WFWM
31
Wechter Feldman Wealth Management
New Jersey
$11M -$100K -964 -0.9%
KWP
32
Keystone Wealth Partners
Arizona
$10.9M +$10.8M +104,295 New
MERSOM
33
Municipal Employees' Retirement System of Michigan
Michigan
$10.7M
Renaissance Technologies
34
Renaissance Technologies
New York
$10.5M +$6.72M +64,800 +182%
LFA
35
Landmark Financial Advisors
Kentucky
$10.5M +$1.25M +12,065 +14%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$10.4M +$2.83M +27,308 +38%
AA
37
Alesco Advisors
New York
$10.4M -$162K -1,560 -2%
LWA
38
LWS Wealth Advisors
New Jersey
$10.2M +$494K +4,765 +5%
SHWM
39
Smith & Howard Wealth Management
Georgia
$10.1M +$514K +4,956 +5%
SIA
40
Soltis Investment Advisors
Utah
$9.91M +$2.3M +22,180 +30%
CC
41
Courier Capital
New York
$9.89M +$497K +4,795 +5%
TFF
42
The Family Firm
Maryland
$9.83M +$105K +1,017 +1%
FNC
43
First National Corp
Massachusetts
$9.69M +$3.1M +29,884 +48%
NA
44
NextCapital Advisers
Illinois
$8.82M +$2.18M +21,050 +33%
OC
45
Oppenheimer & Co
New York
$8.46M +$156K +1,508 +2%
GAM
46
Gould Asset Management
California
$8.26M +$1.18M +11,365 +17%
QWM
47
Quaker Wealth Management
New Jersey
$8.11M -$665K -6,418 -8%
BAAM
48
Baker Avenue Asset Management
California
$7.91M +$261K +2,519 +3%
HH
49
Hilltop Holdings
Texas
$7.81M +$1.32M +12,704 +20%
NCM
50
New Capital Management
Texas
$7.36M +$966K +9,314 +15%