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iShares 0-5 Year TIPS Bond ETF

311 hedge funds and large institutions have $2.41B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
311
Holders Change
+41
Holders Change %
+15.19%
% of All Funds
5.48%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.63%
New
57
Increased
142
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFG
26
Barber Financial Group
Kansas
$16M 151,667 +4,584 +3%
RCS
27
Retirement Capital Strategies
California
$15.9M 150,677 +149,161 +9,839%
RT
28
Rockland Trust
Massachusetts
$15.6M 147,858 +8,588 +6%
SCM
29
Stordahl Capital Management
Colorado
$15M 141,427 +10,193 +8%
RRWA
30
Rainey & Randall Wealth Advisors
Florida
$13.7M 129,417 +123,818 +2,211%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$13.7M 129,373 +129,373 New
KWP
32
Keystone Wealth Partners
Arizona
$13.7M 129,177 +24,882 +24%
TC
33
Trilogy Capital
California
$13.4M 127,194 +4,267 +3%
LWA
34
LWS Wealth Advisors
New Jersey
$13.4M 126,725 +28,622 +29%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$13.4M 126,520 +18,249 +17%
Osaic Holdings
36
Osaic Holdings
Arizona
$12.9M 122,019 +54,167 +80%
WFWM
37
Wechter Feldman Wealth Management
New Jersey
$12.7M 120,425 +15,484 +15%
HWA
38
Heartwood Wealth Advisors
Virginia
$12.6M 119,102 +59,843 +101%
SFPM
39
Sensible Financial Planning & Management
Massachusetts
$12.5M 118,147 +2,610 +2%
PGA
40
Portland Global Advisors
Maine
$12.4M 117,698 +10,173 +9%
Jane Street
41
Jane Street
New York
$12.1M 114,141 -508,466 -82%
FNC
42
First National Corp
Massachusetts
$12.1M 114,008 +21,233 +23%
AMM
43
American Money Management
California
$12M 113,299 -6,060 -5%
AA
44
Alesco Advisors
New York
$11.9M 112,527 +13,027 +13%
SHWM
45
Smith & Howard Wealth Management
Georgia
$11.2M 106,108 +9,742 +10%
LFA
46
Landmark Financial Advisors
Kentucky
$11.1M 104,669 +4,575 +5%
MKA
47
M. Kulyk & Associates
Georgia
$10.8M 101,685 +101,685 New
BRWA
48
B. Riley Wealth Advisors
Florida
$10.7M 101,249 +90,472 +839%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$10.6M 100,118 +598 +0.6%
CC
50
Courier Capital
New York
$10.3M 97,081 +2,342 +2%