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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

389 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 54 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
389
Holders Change
+22
Holders Change %
+5.99%
% of All Funds
6.83%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.76%
New
54
Increased
217
Reduced
63
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$325M
2
LPL Financial
2
LPL Financial
California
$252M
3
3AM
3
3EDGE Asset Management
Florida
$112M
4
Bank of America
4
Bank of America
North Carolina
$156M
5
BlackRock
5
BlackRock
New York
$32.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1.49M
2
Ameriprise
2
Ameriprise
Minnesota
$479M
3
WA
3
WestEnd Advisors
North Carolina
$30.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.48M
5
EC
5
Estate Counselors
Wisconsin
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RRWA
51
Rainey & Randall Wealth Advisors
Florida
$14.6M 137,969 +4,775 +4%
SIA
52
Soltis Investment Advisors
Utah
$14M 132,135 +11,709 +10%
DRS
53
Deane Retirement Strategies
Louisiana
$13.9M 131,822 +71,733 +119%
TC
54
Trilogy Capital
California
$13.8M 131,097 -1,013 -0.8%
SFPM
55
Sensible Financial Planning & Management
Massachusetts
$13.6M 129,083 +5,724 +5%
AA
56
Alesco Advisors
New York
$13.5M 128,265 +13,689 +12%
PGA
57
Portland Global Advisors
Maine
$13.3M 125,624 +2,937 +2%
HWA
58
Heartwood Wealth Advisors
Virginia
$13.2M 124,825 +3,892 +3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$12.9M 122,124 -8,530 -7%
CCA
60
Clearwater Capital Advisors
Illinois
$12.8M 121,311 -1,242 -1%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$12.5M 118,315 +14,258 +14%
FNC
62
First National Corp
Massachusetts
$12.2M 115,494 +60,358 +109%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$12.2M 115,041 +19,939 +21%
CC
64
Courier Capital
New York
$12M 113,761 +5,089 +5%
TC
65
TownSquare Capital
Utah
$11.9M 112,774 +54,945 +95%
Truist Financial
66
Truist Financial
North Carolina
$11.9M 112,235 +6,923 +7%
EVM
67
Eaton Vance Management
Massachusetts
$11.8M 112,735 +3,723 +3%
AWAG
68
ARS Wealth Advisors Group
Florida
$11.7M 110,551 +110,551 New
OC
69
Oppenheimer & Co
New York
$11.6M 109,977 +14,908 +16%
SPIA
70
Steward Partners Investment Advisory
New York
$11.6M 109,356 +51,166 +88%
NCM
71
New Capital Management
Texas
$11.2M 105,812 +105,812 New
HGWM
72
Horst & Graben Wealth Management
Oregon
$11.1M 105,423 +4,531 +4%
LFA
73
Landmark Financial Advisors
Kentucky
$11.1M 104,669 -8,565 -8%
JWM
74
Janiczek Wealth Management
Colorado
$10.9M 103,537 +7,696 +8%
MA
75
Mutual Advisors
Nebraska
$10.9M 102,720 +93,106 +968%
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