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iShares 0-5 Year TIPS Bond ETF

311 hedge funds and large institutions have $2.41B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+41
Holders Change %
+15.19%
% of All Funds
5.48%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.63%
New
57
Increased
142
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFMC
126
Curbstone Financial Management Corp
New Hampshire
$1.91M +$1.43M +13,550 +298%
PP
127
Professional Planning
California
$1.91M +$1.91M +18,094 New
FPB
128
First PREMIER Bank
South Dakota
$1.88M +$1.88M +17,779 New
TLFA
129
True Link Financial Advisors
California
$1.88M +$132K +1,250 +8%
VWA
130
V Wealth Advisors
Kansas
$1.81M +$1.81M +17,151 New
GC
131
Gratus Capital
Georgia
$1.81M +$322K +3,050 +22%
PFM
132
Phillips Financial Management
Indiana
$1.72M +$233K +2,209 +16%
AssetMark Inc
133
AssetMark Inc
California
$1.68M +$643K +6,079 +62%
Franklin Resources
134
Franklin Resources
California
$1.67M +$234K +2,215 +16%
BEC
135
Blue Edge Capital
Virginia
$1.67M +$692K +6,542 +71%
MAS
136
Madden Advisory Services
Florida
$1.59M +$2.01K +19 +0.1%
DWMG
137
DB Wealth Management Group
California
$1.55M +$225K +2,133 +17%
MML Investors Services
138
MML Investors Services
Massachusetts
$1.54M +$1.18M +11,156 +324%
GC
139
Guggenheim Capital
Illinois
$1.54M -$10.4K -98 -0.7%
SWM
140
Spire Wealth Management
Virginia
$1.53M +$1.53M +19,014 New
SFS
141
Sowell Financial Services
Arkansas
$1.52M +$1.1M +10,342 +262%
MAS
142
Managed Account Services
Florida
$1.49M +$733K +6,932 +96%
KAS
143
Kestra Advisory Services
Texas
$1.47M -$1.83M -17,288 -55%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1.46M
NAS
145
Nicolet Advisory Services
Wisconsin
$1.4M -$130K -1,226 -8%
BFA
146
Beacon Financial Advisory
Ohio
$1.38M +$436K +4,124 +46%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$1.38M +$1.38M +13,009 New
BlackRock
148
BlackRock
New York
$1.37M -$626K -5,922 -31%
TIM
149
Tortoise Investment Management
New York
$1.32M -$954K -9,020 -42%
IWC
150
Integrated Wealth Concepts
Massachusetts
$1.29M +$1.29M +12,191 New