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iShares 0-5 Year TIPS Bond ETF

368 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 76 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 15

257% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 53

40% more capital invested

Capital invested by funds: $2.41B → $3.38B (+$973M)

18% more funds holding

Funds holding: 311368 (+57)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.5% more ownership

Funds ownership: 56.3%57.8% (+1.5%)

Holders
368
Holders Change
+57
Holders Change %
+18.33%
% 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
76
Increased
189
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$3.95M +$98.8K +930 +3%
SGI
127
Summit Global Investments
Utah
$3.88M -$74.8K -704 -2%
GA
128
GoalVest Advisory
New York
$3.83M +$481K +4,534 +14%
LNC
129
Lincoln National Corp
Pennsylvania
$3.63M -$297K -2,797 -8%
TPA
130
Trivium Point Advisory
Connecticut
$3.62M +$3.61M +34,028 New
KAS
131
Kestra Advisory Services
Texas
$3.4M +$1.92M +18,110 +131%
FCIM
132
Fairview Capital Investment Management
California
$3.3M +$191K +1,800 +6%
HFBOT
133
Home Federal Bank of Tennessee
Tennessee
$3.24M +$519K +4,888 +19%
SWM
134
Spire Wealth Management
Virginia
$3.24M +$1.22M +11,445 +60%
HI
135
Harbour Investments
Wisconsin
$3.23M -$444K -4,184 -12%
LF
136
Lee Financial
Texas
$3.23M -$2.11M -19,826 -40%
EH
137
Equitable Holdings
New York
$3.16M +$308K +2,900 +11%
MCP
138
Martin Capital Partners
Oregon
$3.1M +$394K +3,707 +15%
SPC
139
Sigma Planning Corp
Michigan
$3.07M +$131K +1,230 +4%
SPA
140
Sentinel Pension Advisors
Massachusetts
$3.04M +$3.04M +28,630 New
EIP
141
Ellis Investment Partners
Pennsylvania
$3.01M +$116K +1,089 +4%
AAP
142
Arax Advisory Partners
Colorado
$2.97M +$2.97M +27,952 New
SHWM
143
Smith & Howard Wealth Management
Georgia
$2.94M -$8.33M -78,461 -74%
HAS
144
HBW Advisory Services
California
$2.85M +$81.9K +771 +3%
DAS
145
Dynamic Advisor Solutions
Arizona
$2.84M +$694K +6,531 +32%
FA
146
Forefront Analytics
Pennsylvania
$2.81M
RFN
147
RDA Financial Network
Iowa
$2.76M -$17.5K -165 -0.6%
CTA
148
Chesley Taft & Associates
Illinois
$2.75M +$130K +1,220 +5%
ATPW
149
Ashton Thomas Private Wealth
Arizona
$2.7M +$292K +2,748 +12%
EPA
150
Element Pointe Advisors
Florida
$2.58M +$106K +995 +4%