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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
LF
51
Lee Financial
Texas
$7.3M -$1.57M -15,100 -18%
CA
52
Cambridge Associates
Massachusetts
$7.16M +$175K +1,688 +3%
Osaic Holdings
53
Osaic Holdings
Arizona
$7.09M -$2.54M -24,542 -27%
IA
54
IFG Advisory
Georgia
$6.75M +$613K +5,913 +10%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$6.58M
Lido Advisors
56
Lido Advisors
California
$6.57M +$6.52M +62,866 New
HWA
57
Heartwood Wealth Advisors
Virginia
$6.19M +$194K +1,871 +3%
DRS
58
Deane Retirement Strategies
Louisiana
$5.99M -$34.3K -331 -0.6%
PA
59
Parkside Advisors
California
$5.83M +$2.05M +19,767 +55%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$5.69M -$65.6M -632,538 -92%
Goldman Sachs
61
Goldman Sachs
New York
$5.25M +$1.64M +15,840 +46%
EWM
62
Executive Wealth Management
Michigan
$5.22M +$2.06M +19,887 +66%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$5.13M -$3.6M -34,698 -41%
CL
64
CPWM LLC
Washington
$4.57M -$479K -4,618 -10%
NPP
65
New Potomac Partners
Maryland
$4.52M +$1.65M +15,920 +58%
FIM
66
Freedom Investment Management
Connecticut
$4.41M -$358K -3,449 -8%
Stifel Financial
67
Stifel Financial
Missouri
$4.3M -$724K -6,983 -14%
FGAM
68
Financial Gravity Asset Management
Texas
$4.3M +$4.27M +41,200 New
MHR
69
Matthew Hamilton Rosenberg
$4.28M +$139K +1,340 +3%
DI
70
Disciplined Investments
Oklahoma
$4.07M -$312K -3,012 -7%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$3.87M -$636K -6,138 -14%
HWA
72
Hillcrest Wealth Advisors
New Jersey
$3.87M +$15.6K +150 +0.4%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$3.81M +$3.62M +34,949 +2,227%
AWM
74
AE Wealth Management
Kansas
$3.52M +$276K +2,662 +9%
FI
75
FormulaFolio Investments
Michigan
$3.37M +$627K +6,042 +23%