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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

263 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, 117 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
5.32%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
35
Increased
117
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$160M
2
Bank of America
2
Bank of America
North Carolina
$160M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$71.5M
4
LJAC
4
L.J. Altfest & Co
New York
$40M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15M

Top Sellers

1
LF
1
Lee Financial
Texas
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.81M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$301K
4
HH
4
Hilltop Holdings
Texas
$6.46M
5
QWM
5
Quaker Wealth Management
New Jersey
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
JIR
126
James Investment Research
Ohio
$1.06M 10,182 -3,096 -23%
AssetMark Inc
127
AssetMark Inc
California
$1.04M 10,022 +351 +4%
SI
128
Stephens Inc
Arkansas
$1.04M 9,976 +41 +0.4%
WIA
129
World Investment Advisors
California
$1.02M 9,826 -42 -0.4%
CF
130
Centaurus Financial
California
$1M 9,648 -15,962 -62%
PWM
131
PBMares Wealth Management
Virginia
$988K 9,496 -2,072 -18%
SIAM
132
Sterling Investment Advisors (Missouri)
Missouri
$948K 9,115 -37,552 -80%
Creative Planning
133
Creative Planning
Kansas
$937K 9,000 +4,290 +91%
BEC
134
Blue Edge Capital
Virginia
$915K 8,789 -8,302 -49%
CA
135
Cetera Advisors
Colorado
$892K 8,575 +375 +5%
SWP
136
Summit Wealth Partners
Florida
$860K 8,269 +631 +8%
GCA
137
Gradient Capital Advisors
California
$816K 7,838 +384 +5%
JIP
138
Jaffetilchin Investment Partners
Florida
$744K 7,153 +7,153 New
PFA
139
Pure Financial Advisors
California
$733K 7,048 -911 -11%
FNBOH
140
First National Bank of Hutchinson
Kansas
$723K 6,948 +6,948 New
AAS
141
Avantax Advisory Services
Texas
$720K 6,908 +6,908 New
KBFS
142
Kohmann Bosshard Financial Services
Ohio
$710K 6,826 -126 -2%
IP
143
Investment Partners
Ohio
$705K 6,778 -19,351 -74%
MWM
144
Modera Wealth Management
New Jersey
$665K 6,393 -1,066 -14%
RF
145
RHS Financial
California
$620K 5,958 -3,840 -39%
NWM
146
Northwest Wealth Management
Iowa
$619K 5,950 +943 +19%
LB
147
Leo Brokerage
Texas
$610K 5,958 +5,958 New
GPA
148
Guidance Point Advisors
Massachusetts
$606K 5,826 +3,851 +195%
SP
149
Successful Portfolios
Florida
$605K 5,818 +200 +4%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$594K 5,710 – –
4 5
6
7 8