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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 %
AWM
126
AE Wealth Management
Kansas
$3.95M 37,147 +930 +3%
SGI
127
Summit Global Investments
Utah
$3.88M 36,528 -704 -2%
GA
128
GoalVest Advisory
New York
$3.83M 35,996 +4,534 +14%
LNC
129
Lincoln National Corp
Pennsylvania
$3.63M 34,161 -2,797 -8%
TPA
130
Trivium Point Advisory
Connecticut
$3.62M 34,028 +34,028 New
KAS
131
Kestra Advisory Services
Texas
$3.4M 31,985 +18,110 +131%
FCIM
132
Fairview Capital Investment Management
California
$3.3M 31,037 +1,800 +6%
HFBOT
133
Home Federal Bank of Tennessee
Tennessee
$3.24M 30,515 +4,888 +19%
SWM
134
Spire Wealth Management
Virginia
$3.24M 30,459 +11,445 +60%
HI
135
Harbour Investments
Wisconsin
$3.23M 30,386 -4,184 -12%
LF
136
Lee Financial
Texas
$3.23M 30,332 -19,826 -40%
EH
137
Equitable Holdings
New York
$3.16M 29,735 +2,900 +11%
MCP
138
Martin Capital Partners
Oregon
$3.1M 29,145 +3,707 +15%
SPC
139
Sigma Planning Corp
Michigan
$3.07M 28,837 +1,230 +4%
SPA
140
Sentinel Pension Advisors
Massachusetts
$3.04M 28,630 +28,630 New
EIP
141
Ellis Investment Partners
Pennsylvania
$3.01M 28,283 +1,089 +4%
AAP
142
Arax Advisory Partners
Colorado
$2.97M 27,952 +27,952 New
SHWM
143
Smith & Howard Wealth Management
Georgia
$2.94M 27,647 -78,461 -74%
HAS
144
HBW Advisory Services
California
$2.85M 26,827 +771 +3%
DAS
145
Dynamic Advisor Solutions
Arizona
$2.84M 26,674 +6,531 +32%
FA
146
Forefront Analytics
Pennsylvania
$2.81M 26,464 – –
RFN
147
RDA Financial Network
Iowa
$2.76M 25,961 -165 -0.6%
CTA
148
Chesley Taft & Associates
Illinois
$2.75M 25,841 +1,220 +5%
ATPW
149
Ashton Thomas Private Wealth
Arizona
$2.7M 25,410 +2,748 +12%
EPA
150
Element Pointe Advisors
Florida
$2.58M 24,220 +995 +4%
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