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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
KOC
26
Koss-Olinger Consulting
Florida
$32M +$1.53M +14,432 +5%
Osaic Holdings
27
Osaic Holdings
Arizona
$30.9M +$1.93M +18,157 +7%
WA
28
WestEnd Advisors
North Carolina
$30.3M
S
29
Schroders
United Kingdom
$29.3M
AIA
30
Arbor Investment Advisors
North Carolina
$28.5M +$2.84M +26,806 +11%
CTC
31
Central Trust Company
Missouri
$28.3M +$12.1M +113,593 +73%
CA
32
Cetera Advisors
Colorado
$27.8M +$7.57M +71,388 +37%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$25.7M +$1.46M +13,717 +6%
PP
34
Palladium Partners
Virginia
$21.2M +$2.42M +22,856 +13%
CHP
35
Cable Hill Partners
Oregon
$20.4M +$1.72M +16,237 +9%
BFG
36
Barber Financial Group
Kansas
$20.3M +$2.4M +22,575 +13%
EC
37
Estate Counselors
Wisconsin
$19.6M -$14.1M -132,665 -42%
DWP
38
Destiny Wealth Partners
Florida
$18.3M -$2.76M -26,033 -13%
RCS
39
Retirement Capital Strategies
California
$17.8M -$1.25M -11,754 -7%
KIC
40
Keating Investment Counselors
Florida
$17.7M -$38.2K -360 -0.2%
LWA
41
LWS Wealth Advisors
New Jersey
$17.5M +$807K +7,607 +5%
Renaissance Technologies
42
Renaissance Technologies
New York
$17.3M -$6.83M -64,405 -28%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$16.8M +$1.39M +13,084 +9%
RT
44
Rockland Trust
Massachusetts
$16.7M +$492K +4,642 +3%
BPA
45
Beacon Pointe Advisors
California
$16.2M +$2.91M +27,449 +22%
SCM
46
Stordahl Capital Management
Colorado
$16M +$445K +4,195 +3%
ECML
47
Eagle Capital Management (Louisiana)
Louisiana
$16M +$4.96M +46,782 +45%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$15.5M +$1.37M +12,958 +10%
MKA
49
M. Kulyk & Associates
Georgia
$15.4M +$761K +7,177 +5%
KWP
50
Keystone Wealth Partners
Arizona
$14.7M +$935K +8,812 +7%