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iShares 0-5 Year TIPS Bond ETF

368 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 76 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 15

257% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 53

40% more capital invested

Capital invested by funds: $2.41B → $3.38B (+$973M)

18% more funds holding

Funds holding: 311368 (+57)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.5% more ownership

Funds ownership: 56.3%57.8% (+1.5%)

Holders
368
Holders Change
+57
Holders Change %
+18.33%
% 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
76
Increased
189
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$6.05M +$6.04M +56,922 New
PWMG
102
Pinnacle Wealth Management Group
Michigan
$5.94M +$5.93M +55,845 New
OPS
103
Orion Portfolio Solutions
Nebraska
$5.87M +$2.91M +27,417 +98%
EWM
104
Executive Wealth Management
Michigan
$5.8M +$797K +7,508 +16%
MAFM
105
Mid Atlantic Financial Management
Pennsylvania
$5.77M +$1.03M +9,708 +22%
NL
106
NWAM LLC
Washington
$5.73M +$5.47M +51,546 +2,210%
FNC
107
First National Corp
Massachusetts
$5.64M -$6.25M -58,872 -52%
BS
108
Banco Santander
Spain
$5.62M +$5.61M +52,824 New
GGS
109
Galvin Gaustad & Stein
Arizona
$5.49M +$1.63M +15,305 +42%
Creative Planning
110
Creative Planning
Kansas
$5.29M +$1.59M +14,938 +43%
CL
111
CPWM LLC
Washington
$5.03M -$8.81K -83 -0.2%
MHR
112
Matthew Hamilton Rosenberg
$5.01M +$416K +3,915 +9%
NWM
113
Nicola Wealth Management
British Columbia, Canada
$5M
AWC
114
Abundance Wealth Counselors
Pennsylvania
$4.98M +$4.97M +46,831 New
BEC
115
Blue Edge Capital
Virginia
$4.97M +$3.29M +30,970 +196%
VA
116
Valmark Advisers
Ohio
$4.87M +$469K +4,414 +11%
ACP
117
Aveo Capital Partners
Colorado
$4.82M +$4.82M +45,374 New
DI
118
Disciplined Investments
Oklahoma
$4.8M +$642K +6,042 +15%
NPP
119
New Potomac Partners
Maryland
$4.63M +$24.4K +230 +0.5%
KCM
120
Karp Capital Management
California
$4.62M +$4.34M +40,900 +1,587%
Stifel Financial
121
Stifel Financial
Missouri
$4.41M +$3.69M +34,774 +520%
JBA
122
Johnson Bixby & Associates
Washington
$4.36M +$571K +5,378 +15%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$4.24M +$455K +4,285 +12%
FMC
124
Financial Management Concepts
Florida
$4.11M +$4.08M +38,389 New
HWA
125
Hillcrest Wealth Advisors
New Jersey
$4.01M +$7.96K +75 +0.2%