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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

367 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 75 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+56
Holders Change %
+18.01%
% 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
75
Increased
189
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$86.2M
2
LPL Financial
2
LPL Financial
California
$161M
3
Ameriprise
3
Ameriprise
Minnesota
$548M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$47.4M
5
MCM
5
MV Capital Management
Maryland
$38.6M

Top Sellers

1
SHWM
1
Smith & Howard Wealth Management
Georgia
$2.94M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FNC
3
First National Corp
Massachusetts
$5.65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.41M
5
LI
5
LVZ Inc
Michigan
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
Trilogy Capital
California
$14M +$521K +4,916 +4%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$13.9M +$439K +4,134 +3%
KWP
53
Keystone Wealth Partners
Arizona
$13.9M +$148K +1,394 +1%
BPA
54
Beacon Pointe Advisors
California
$13.4M +$4.44M +41,745 +50%
WFWM
55
Wechter Feldman Wealth Management
New Jersey
$13.3M +$499K +4,696 +4%
SFPM
56
Sensible Financial Planning & Management
Massachusetts
$13.1M +$554K +5,212 +4%
PGA
57
Portland Global Advisors
Maine
$13M +$530K +4,989 +4%
CCA
58
Clearwater Capital Advisors
Illinois
$13M +$13M +122,553 New
HWA
59
Heartwood Wealth Advisors
Virginia
$12.9M +$195K +1,831 +2%
SIA
60
Soltis Investment Advisors
Utah
$12.8M +$2.62M +24,672 +26%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$12.3M +$12.1M +113,587 +4,733%
AA
62
Alesco Advisors
New York
$12.2M +$218K +2,049 +2%
LFA
63
Landmark Financial Advisors
Kentucky
$12M +$911K +8,565 +8%
EVM
64
Eaton Vance Management
Massachusetts
$11.6M +$3.34M +31,385 +40%
CC
65
Courier Capital
New York
$11.6M +$1.23M +11,591 +12%
Truist Financial
66
Truist Financial
North Carolina
$11.2M +$7.04M +66,174 +169%
ECML
67
Eagle Capital Management (Louisiana)
Louisiana
$11.1M +$2.31M +21,758 +26%
BRWA
68
B. Riley Wealth Advisors
Florida
$11.1M +$332K +3,127 +3%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$11.1M +$419K +3,939 +4%
HGWM
70
Horst & Graben Wealth Management
Oregon
$10.7M +$10.7M +100,892 New
B
71
Barings
North Carolina
$10.4M +$1.56M +14,697 +18%
NA
72
NextCapital Advisers
Illinois
$10.3M +$420K +3,952 +4%
TFF
73
The Family Firm
Maryland
$10.3M +$333K +3,135 +3%
JWM
74
Janiczek Wealth Management
Colorado
$10.2M +$1.43M +13,497 +16%
AMM
75
American Money Management
California
$10.1M -$1.9M -17,873 -16%
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