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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
Osaic Holdings
26
Osaic Holdings
Arizona
$29.1M +$16.2M +152,293 +125%
AIA
27
Arbor Investment Advisors
North Carolina
$25.9M +$1.45M +13,642 +6%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$24.4M +$19.2M +180,793 +368%
Renaissance Technologies
29
Renaissance Technologies
New York
$24.2M +$5.65M +53,188 +30%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$23.8M +$6.95M +65,442 +41%
RJA
31
Raymond James & Associates
Florida
$23.2M +$3.42M +32,238 +17%
DWP
32
Destiny Wealth Partners
Florida
$21.2M -$1.33M -12,533 -6%
CA
33
Cetera Advisors
Colorado
$20.4M +$19.5M +183,698 +2,171%
Citadel Advisors
34
Citadel Advisors
Florida
$19.7M +$19.7M +185,529 New
RCS
35
Retirement Capital Strategies
California
$19.2M +$3.16M +29,727 +20%
PP
36
Palladium Partners
Virginia
$18.9M -$220K -2,074 -1%
CHP
37
Cable Hill Partners
Oregon
$18.8M +$18.8M +177,049 New
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$18.7M +$17.7M +167,140 +1,915%
BFG
39
Barber Financial Group
Kansas
$18M +$1.92M +18,091 +12%
KIC
40
Keating Investment Counselors
Florida
$17.9M
FCB
41
First Command Bank
Texas
$17M +$16.9M +159,501 New
FCFS
42
First Command Financial Services
Texas
$17M +$16.9M +159,501 New
LWA
43
LWS Wealth Advisors
New Jersey
$16.9M +$3.38M +31,795 +25%
CTC
44
Central Trust Company
Missouri
$16.4M +$16.4M +154,604 New
RT
45
Rockland Trust
Massachusetts
$16.3M +$628K +5,911 +4%
SCM
46
Stordahl Capital Management
Colorado
$15.7M +$618K +5,819 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$15.5M +$11.3M +106,800 +273%
MKA
48
M. Kulyk & Associates
Georgia
$14.7M +$3.89M +36,591 +36%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$14.2M +$419K +3,943 +3%
RRWA
50
Rainey & Randall Wealth Advisors
Florida
$14.2M +$401K +3,777 +3%