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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
CS
101
Comerica Securities
Michigan
$7.65M +$7.69M +72,456 New
CA
102
Cambridge Associates
Massachusetts
$7.64M
Stifel Financial
103
Stifel Financial
Missouri
$7.15M +$2.78M +26,226 +63%
PWMG
104
Pinnacle Wealth Management Group
Michigan
$6.98M +$1.08M +10,201 +18%
SI
105
Stephens Inc
Arkansas
$6.83M +$6.42M +60,545 +1,481%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$6.67M +$5.1M +48,076 +319%
FLPIM
107
F.L. Putnam Investment Management
Massachusetts
$6.52M +$508K +4,791 +8%
Lido Advisors
108
Lido Advisors
California
$6.2M -$123K -1,155 -2%
FTS
109
Fifth Third Securities
Ohio
$6.16M +$58.9K +555 +1%
Creative Planning
110
Creative Planning
Kansas
$6.11M +$857K +8,076 +16%
EWM
111
Executive Wealth Management
Michigan
$6.09M +$331K +3,117 +6%
VA
112
Valmark Advisers
Ohio
$6.03M +$1.19M +11,231 +24%
GGS
113
Galvin Gaustad & Stein
Arizona
$6M +$545K +5,134 +10%
MHR
114
Matthew Hamilton Rosenberg
$5.96M +$985K +9,287 +20%
MAFM
115
Mid Atlantic Financial Management
Pennsylvania
$5.88M +$146K +1,379 +3%
AWC
116
Abundance Wealth Counselors
Pennsylvania
$5.74M +$795K +7,498 +16%
NL
117
NWAM LLC
Washington
$5.72M +$32.9K +310 +0.6%
BEC
118
Blue Edge Capital
Virginia
$5.39M +$453K +4,271 +9%
CL
119
CPWM LLC
Washington
$5.11M +$113K +1,062 +2%
BCM
120
BlueCrest Capital Management
Jersey
$4.99M +$5.01M +47,239 New
DI
121
Disciplined Investments
Oklahoma
$4.88M +$118K +1,108 +2%
BS
122
Banco Santander
Spain
$4.84M -$744K -7,008 -13%
NPP
123
New Potomac Partners
Maryland
$4.8M +$205K +1,935 +4%
PWM
124
Paulson Wealth Management
Illinois
$4.78M +$4.8M +45,236 New
BIAS
125
Beacon Investment Advisory Services
New Jersey
$4.63M +$4.65M +43,840 New