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iShares 0-5 Year TIPS Bond ETF

264 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

84% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 64

16% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$232M)

6% more funds holding

Funds holding: 248264 (+16)

1.41% less ownership

Funds ownership: 59.88%58.47% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
5.33%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.48%
New
35
Increased
118
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.95M -$2.24M -21,686 -54%
Citadel Advisors
102
Citadel Advisors
Florida
$1.81M -$11.4M -110,457 -86%
EVM
103
Eaton Vance Management
Massachusetts
$1.79M -$31K -300 -2%
ATPW
104
Ashton Thomas Private Wealth
Arizona
$1.7M +$168K +1,620 +11%
B
105
Bridgeworth
Alabama
$1.7M -$1.58M -15,230 -48%
NAS
106
Nicolet Advisory Services
Wisconsin
$1.6M -$216K -2,090 -12%
GC
107
Guggenheim Capital
Illinois
$1.58M +$17.6K +170 +1%
GC
108
Gratus Capital
Georgia
$1.57M +$1.56M +15,120 New
MAS
109
Madden Advisory Services
Florida
$1.54M -$10.3K -100 -0.7%
CTA
110
Chesley Taft & Associates
Illinois
$1.52M +$61K +590 +4%
HCA
111
Heck Capital Advisors
Wisconsin
$1.52M +$20.8K +201 +1%
SS
112
Simplicity Solutions
Minnesota
$1.49M +$417K +4,026 +39%
DZ Bank
113
DZ Bank
Germany
$1.49M +$766K +7,400 +107%
EPA
114
Element Pointe Advisors
Florida
$1.47M +$371K +3,585 +34%
FPS
115
Fieldpoint Private Securities
Connecticut
$1.46M -$218K -2,108 -13%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.46M
TCA
117
Transcend Capital Advisors
New Jersey
$1.45M +$106K +1,022 +8%
VA
118
Valmark Advisers
Ohio
$1.37M -$103 -1 -0%
BUB
119
BBVA USA Bancshares
Texas
$1.37M -$44.3K -428 -3%
EWM
120
Empirical Wealth Management
Washington
$1.33M +$68.3K +660 +5%
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$1.28M +$372K +3,596 +41%
PFM
122
Phillips Financial Management
Indiana
$1.23M +$50.1K +484 +4%
KL
123
KWMG LLC
Kansas
$1.18M -$3.31K -32 -0.3%
TW
124
TrinityPoint Wealth
Connecticut
$1.15M +$117K +1,130 +11%
Franklin Resources
125
Franklin Resources
California
$1.14M +$123K +1,190 +12%