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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.

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 %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$10.1M +$3.5M +32,936 +53%
OC
77
Oppenheimer & Co
New York
$10.1M +$278K +2,619 +3%
KL
78
KWMG LLC
Kansas
$9.92M +$297K +2,806 +3%
PWS
79
Paragon Wealth Strategies
Florida
$9.58M +$9.58M +90,092 New
V
80
Veritable
Delaware
$9.44M +$9.44M +88,823 New
GAM
81
Gould Asset Management
California
$9.39M +$845K +7,950 +10%
CCP
82
Cassia Capital Partners
North Carolina
$8.58M +$1.07M +10,036 +14%
IA
83
IFG Advisory
Georgia
$8.5M +$620K +5,834 +8%
BAAM
84
Baker Avenue Asset Management
California
$8.45M +$343K +3,230 +4%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$8.3M -$7M – –
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$8.17M +$1.81M +16,986 +28%
PA
87
Parkside Advisors
California
$7.99M +$767K +7,214 +11%
HH
88
Hilltop Holdings
Texas
$7.94M +$118K +1,106 +2%
CA
89
Cambridge Associates
Massachusetts
$7.69M +$300K +2,820 +4%
FGAM
90
Financial Gravity Asset Management
Texas
$7.32M +$496K +4,625 +7%
PAG
91
Private Advisor Group
New Jersey
$7.16M +$525K +4,940 +8%
HTC
92
Haverford Trust Company
Pennsylvania
$6.48M +$6.48M +60,913 New
MCG
93
MACRO Consulting Group
New Jersey
$6.45M +$338K +3,181 +6%
DRS
94
Deane Retirement Strategies
Louisiana
$6.39M +$87.2K +820 +1%
Lido Advisors
95
Lido Advisors
California
$6.36M -$432K -4,062 -6%
SPIA
96
Steward Partners Investment Advisory
New York
$6.19M +$6.15M +57,811 +15,254%
CPFP
97
Clear Perspectives Financial Planning
Ohio
$6.16M +$6.16M +57,945 New
FTS
98
Fifth Third Securities
Ohio
$6.14M +$4.98M +46,890 +432%
TC
99
TownSquare Capital
Utah
$6.13M +$1.18M +11,132 +24%
PCA
100
Pallas Capital Advisors
Massachusetts
$6.05M +$983K +9,250 +19%
2 3
4
5 6