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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
PWM
126
PBMares Wealth Management
Virginia
$985K -$6.64K -64 -0.7%
SIAM
127
Sterling Investment Advisors (Missouri)
Missouri
$970K +$18K +174 +2%
BEC
128
Blue Edge Capital
Virginia
$966K +$47.5K +458 +5%
UAS
129
United Asset Strategies
New York
$951K +$424K +4,087 +81%
BUB
130
BBVA USA Bancshares
Texas
$937K -$439K -4,235 -32%
Citadel Advisors
131
Citadel Advisors
Florida
$933K -$873K -8,420 -49%
BFA
132
Beacon Financial Advisory
Ohio
$930K +$385K +3,709 +71%
IFAM
133
Institutional & Family Asset Management
Colorado
$922K +$915K +8,825 New
JIR
134
James Investment Research
Ohio
$920K -$143K -1,375 -14%
AOWM
135
Alpha Omega Wealth Management
Virginia
$908K +$336K +3,245 +60%
GCA
136
Gradient Capital Advisors
California
$869K +$50.2K +484 +6%
MWM
137
Modera Wealth Management
New Jersey
$822K +$153K +1,475 +23%
FNBOH
138
First National Bank of Hutchinson
Kansas
$769K +$39.3K +379 +5%
MAS
139
Managed Account Services
Florida
$755K +$194K +1,875 +35%
B
140
Bridgeworth
Alabama
$743K -$951K -9,171 -56%
QCIG
141
Quad-Cities Investment Group
Iowa
$738K +$733K +7,068 New
CA
142
Cetera Advisors
Colorado
$732K -$162K -1,565 -18%
PFA
143
Pure Financial Advisors
California
$709K -$26.4K -255 -4%
KBFS
144
Kohmann Bosshard Financial Services
Ohio
$696K -$16.5K -159 -2%
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$682K +$121K +1,165 +22%
FTS
146
Fifth Third Securities
Ohio
$672K -$2.26M -21,768 -77%
NWM
147
Northwest Wealth Management
Iowa
$655K +$33K +318 +5%
NFG
148
Next Financial Group
Texas
$648K +$70.6K +681 +12%
IP
149
Investment Partners
Ohio
$638K -$69.7K -672 -10%
CA
150
CGN Advisors
Kansas
$638K +$634K +6,111 New