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iShares 0-5 Year TIPS Bond ETF

391 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 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.38B → $3.86B (+$477M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

6% more funds holding

Funds holding: 368391 (+23)

0.96% less ownership

Funds ownership: 57.8%56.84% (-0.96%)

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
6.85%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
55
Increased
217
Reduced
63
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$10.7M +$3.58M +33,716 +50%
TFF
77
The Family Firm
Maryland
$10.6M +$317K +2,989 +3%
B
78
Barings
North Carolina
$10.4M
PWS
79
Paragon Wealth Strategies
Florida
$10.3M +$829K +7,818 +9%
KL
80
KWMG LLC
Kansas
$10.1M +$212K +1,997 +2%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$9.94M -$8.67M -81,740 -46%
HTC
82
Haverford Trust Company
Pennsylvania
$9.93M +$3.51M +33,123 +54%
MML Investors Services
83
MML Investors Services
Massachusetts
$9.92M +$7.67M +72,306 +334%
AMM
84
American Money Management
California
$9.81M -$269K -2,539 -3%
GAM
85
Gould Asset Management
California
$9.68M +$359K +3,380 +4%
BRWA
86
B. Riley Wealth Advisors
Florida
$9.67M -$1.36M -12,839 -12%
OPS
87
Orion Portfolio Solutions
Nebraska
$9.53M +$3.71M +34,977 +63%
V
88
Veritable
Delaware
$9.42M +$34K +320 +0.4%
IA
89
IFG Advisory
Georgia
$9.25M +$809K +7,629 +10%
PCA
90
Pallas Capital Advisors
Massachusetts
$9.17M +$3.14M +29,607 +52%
CPFP
91
Clear Perspectives Financial Planning
Ohio
$8.99M +$2.88M +27,159 +47%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$8.93M
PA
93
Parkside Advisors
California
$8.7M +$762K +7,179 +10%
BAAM
94
Baker Avenue Asset Management
California
$8.65M +$251K +2,369 +3%
FTUS
95
Flow Traders U.S.
New York
$8.64M +$7.67M +72,315 +762%
TNBTD
96
Trustmark National Bank Trust Department
Mississippi
$8.57M +$451K +4,253 +6%
HH
97
Hilltop Holdings
Texas
$8.15M +$261K +2,457 +3%
LI
98
LVZ Inc
Michigan
$8.14M +$6.21M +58,538 +316%
QWM
99
Quaker Wealth Management
New Jersey
$8.12M +$8.16M +76,913 New
KCM
100
Karp Capital Management
California
$7.7M +$3.12M +29,369 +68%