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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 Market Value Shares Shares
Change 		Shares
Change %
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$6.05M 56,922 +56,922 New
PWMG
102
Pinnacle Wealth Management Group
Michigan
$5.94M 55,845 +55,845 New
OPS
103
Orion Portfolio Solutions
Nebraska
$5.87M 55,255 +27,417 +98%
EWM
104
Executive Wealth Management
Michigan
$5.8M 54,564 +7,508 +16%
MAFM
105
Mid Atlantic Financial Management
Pennsylvania
$5.77M 54,235 +9,708 +22%
NL
106
NWAM LLC
Washington
$5.73M 53,878 +51,546 +2,210%
FNC
107
First National Corp
Massachusetts
$5.65M 55,136 -58,872 -52%
BS
108
Banco Santander
Spain
$5.62M 52,824 +52,824 New
GGS
109
Galvin Gaustad & Stein
Arizona
$5.49M 51,633 +15,305 +42%
Creative Planning
110
Creative Planning
Kansas
$5.29M 49,799 +14,938 +43%
CL
111
CPWM LLC
Washington
$5.03M 47,266 -83 -0.2%
MHR
112
Matthew Hamilton Rosenberg
$5.01M 47,167 +3,915 +9%
NWM
113
Nicola Wealth Management
British Columbia, Canada
$5M 47,000 – –
AWC
114
Abundance Wealth Counselors
Pennsylvania
$4.98M 46,831 +46,831 New
BEC
115
Blue Edge Capital
Virginia
$4.97M 46,759 +30,970 +196%
VA
116
Valmark Advisers
Ohio
$4.87M 45,843 +4,414 +11%
ACP
117
Aveo Capital Partners
Colorado
$4.82M 45,374 +45,374 New
DI
118
Disciplined Investments
Oklahoma
$4.8M 45,126 +6,042 +15%
NPP
119
New Potomac Partners
Maryland
$4.63M 43,555 +230 +0.5%
KCM
120
Karp Capital Management
California
$4.62M 43,478 +40,900 +1,587%
Stifel Financial
121
Stifel Financial
Missouri
$4.41M 41,465 +34,774 +520%
JBA
122
Johnson Bixby & Associates
Washington
$4.36M 41,084 +5,378 +15%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$4.24M 39,837 +4,285 +12%
FMC
124
Financial Management Concepts
Florida
$4.11M 38,389 +38,389 New
HWA
125
Hillcrest Wealth Advisors
New Jersey
$4.01M 37,745 +75 +0.2%
3 4
5
6 7