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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
B
76
Barings
North Carolina
$3.32M +$494K +4,765 +18%
LI
77
LVZ Inc
Michigan
$3.29M -$2.7M -25,993 -45%
GGS
78
Galvin Gaustad & Stein
Arizona
$3.27M +$3.25M +31,298 New
LNC
79
Lincoln National Corp
Pennsylvania
$3.27M +$293K +2,824 +10%
KAS
80
Kestra Advisory Services
Texas
$3.25M -$1.52M -14,622 -32%
VA
81
Valmark Advisers
Ohio
$3.23M +$1.84M +17,752 +135%
Truist Financial
82
Truist Financial
North Carolina
$3.2M -$39.4M -380,297 -93%
SPC
83
Sigma Planning Corp
Michigan
$3.19M -$325K -3,130 -9%
FCIM
84
Fairview Capital Investment Management
California
$3.17M -$18.1K -175 -0.6%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$3.16M +$124K +1,195 +4%
US Bancorp
86
US Bancorp
Minnesota
$3.05M -$8.71K -84 -0.3%
PAG
87
Private Advisor Group
New Jersey
$3.01M +$297K +2,860 +11%
CA
88
Continuum Advisory
Idaho
$2.95M +$46.4K +447 +2%
FA
89
Forefront Analytics
Pennsylvania
$2.76M
RFN
90
RDA Financial Network
Iowa
$2.74M -$1.06M -10,208 -28%
JBA
91
Johnson Bixby & Associates
Washington
$2.73M +$2.72M +26,192 New
BPA
92
Beacon Pointe Advisors
California
$2.71M +$614K +5,917 +29%
EIP
93
Ellis Investment Partners
Pennsylvania
$2.7M +$134K +1,291 +5%
MCP
94
Martin Capital Partners
Oregon
$2.55M +$358K +3,448 +16%
1WA
95
180 Wealth Advisors
Washington
$2.49M +$15.1K +146 +0.6%
HAS
96
HBW Advisory Services
California
$2.49M +$59.9K +578 +2%
EH
97
Equitable Holdings
New York
$2.33M +$230K +2,215 +11%
TIM
98
Tortoise Investment Management
New York
$2.25M -$441K -4,250 -16%
HFBOT
99
Home Federal Bank of Tennessee
Tennessee
$2.25M -$76.7K -740 -3%
MOS
100
MGO One Seven
Ohio
$2.21M -$436K -4,200 -17%