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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 234 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+99
Holders Change %
+25.45%
% of All Funds
7.54%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
131
Increased
234
Reduced
68
Closed
25
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.64M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$557M
2
ACM
2
Advisors Capital Management
New Jersey
$54.5M
3
BlackRock
3
BlackRock
New York
$78.9M
4
Bank of America
4
Bank of America
North Carolina
$199M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$270M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
V
4
Veritable
Delaware
$2.79M
5
EC
5
Estate Counselors
Wisconsin
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIC
51
Keating Investment Counselors
Florida
$17.6M -$202K -1,906 -1%
RT
52
Rockland Trust
Massachusetts
$17.1M +$290K +2,737 +2%
MKA
53
M. Kulyk & Associates
Georgia
$17M +$1.58M +14,939 +10%
ECML
54
Eagle Capital Management (Louisiana)
Louisiana
$16.9M +$845K +7,979 +5%
SCM
55
Stordahl Capital Management
Colorado
$16.5M +$485K +4,580 +3%
BPA
56
Beacon Pointe Advisors
California
$16.2M +$20.8K +196 +0.1%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$15.5M +$15.5M +146,715 New
KWP
58
Keystone Wealth Partners
Arizona
$15.4M +$659K +6,224 +4%
SFPM
59
Sensible Financial Planning & Management
Massachusetts
$15.2M +$1.55M +14,632 +11%
TC
60
Trilogy Capital
California
$14.9M +$984K +9,290 +7%
SIA
61
Soltis Investment Advisors
Utah
$14.7M +$692K +6,537 +5%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$14.5M +$2.02M +19,076 +16%
RRWA
63
Rainey & Randall Wealth Advisors
Florida
$14.4M -$193K -1,820 -1%
PGA
64
Portland Global Advisors
Maine
$14.3M +$957K +9,040 +7%
EC
65
Estate Counselors
Wisconsin
$14.2M -$5.52M -52,181 -28%
CFA
66
Carroll Financial Associates
North Carolina
$14.2M +$14.1M +133,374 +16,904%
DRS
67
Deane Retirement Strategies
Louisiana
$14.1M +$182K +1,716 +1%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$13.5M +$1.27M +12,034 +10%
HWA
69
Heartwood Wealth Advisors
Virginia
$13.1M -$101K -955 -0.8%
AWAG
70
ARS Wealth Advisors Group
Florida
$13M +$1.29M +12,218 +11%
CCA
71
Clearwater Capital Advisors
Illinois
$12.8M -$38.3K -362 -0.3%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$12.8M -$160K -1,514 -1%
AA
73
Alesco Advisors
New York
$12.6M -$940K -8,878 -7%
MA
74
Mutual Advisors
Nebraska
$12.4M +$1.5M +14,159 +14%
GFS
75
GYL Financial Synergies
Connecticut
$12.4M +$12.1M +114,574 +5,440%
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