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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
KL
101
KWMG LLC
Kansas
$2.2M +$1M +9,662 +85%
IA
102
IFP Advisors
Florida
$2.08M +$1.75M +16,897 +566%
CCP
103
Cassia Capital Partners
North Carolina
$2.02M +$2.01M +19,394 New
BlackRock
104
BlackRock
New York
$1.97M -$324K -3,123 -14%
Creative Planning
105
Creative Planning
Kansas
$1.96M +$1.01M +9,757 +108%
ATPW
106
Ashton Thomas Private Wealth
Arizona
$1.75M +$38.7K +373 +2%
TLFA
107
True Link Financial Advisors
California
$1.72M +$1.71M +16,512 New
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$1.66M +$370K +3,570 +29%
CTA
109
Chesley Taft & Associates
Illinois
$1.62M +$92.8K +895 +6%
MAS
110
Madden Advisory Services
Florida
$1.57M +$20.4K +197 +1%
GC
111
Guggenheim Capital
Illinois
$1.53M -$51K -492 -3%
NAS
112
Nicolet Advisory Services
Wisconsin
$1.51M -$96.7K -933 -6%
EPA
113
Element Pointe Advisors
Florida
$1.51M +$38.9K +375 +3%
DZ Bank
114
DZ Bank
Germany
$1.49M
SS
115
Simplicity Solutions
Minnesota
$1.48M -$18.5K -178 -1%
GC
116
Gratus Capital
Georgia
$1.47M -$109K -1,048 -7%
PFM
117
Phillips Financial Management
Indiana
$1.47M +$229K +2,210 +19%
FPS
118
Fieldpoint Private Securities
Connecticut
$1.47M -$830 -8 -0.1%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1.46M
Franklin Resources
120
Franklin Resources
California
$1.42M +$270K +2,600 +24%
EWM
121
Empirical Wealth Management
Washington
$1.36M +$28.5K +275 +2%
DWMG
122
DB Wealth Management Group
California
$1.31M +$1.3M +12,548 New
HCA
123
Heck Capital Advisors
Wisconsin
$1.29M -$234K -2,259 -15%
BRWA
124
B. Riley Wealth Advisors
Florida
$1.13M +$1.12M +10,777 New
AssetMark Inc
125
AssetMark Inc
California
$1.02M -$25.5K -246 -2%