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iShares 0-5 Year TIPS Bond ETF

391 hedge funds and large institutions have $3.86B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.38B → $3.86B (+$477M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

6% more funds holding

Funds holding: 368391 (+23)

0.96% less ownership

Funds ownership: 57.8%56.84% (-0.96%)

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
6.85%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
55
Increased
217
Reduced
63
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JBA
126
Johnson Bixby & Associates
Washington
$4.62M +$279K +2,627 +6%
FGAM
127
Financial Gravity Asset Management
Texas
$4.58M -$2.7M -25,491 -37%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$4.51M +$301K +2,839 +7%
HI
129
Harbour Investments
Wisconsin
$4.41M +$1.2M +11,318 +37%
FMC
130
Financial Management Concepts
Florida
$4.4M +$344K +3,243 +8%
William Blair & Company
131
William Blair & Company
Illinois
$4.37M +$4.25M +40,068 +3,094%
TPA
132
Trivium Point Advisory
Connecticut
$4.27M +$680K +6,405 +19%
IWC
133
Integrated Wealth Concepts
Massachusetts
$4.21M +$2.71M +25,529 +178%
AWM
134
AE Wealth Management
Kansas
$4.1M +$180K +1,697 +5%
KAS
135
Kestra Advisory Services
Texas
$4.08M +$705K +6,642 +21%
HWA
136
Hillcrest Wealth Advisors
New Jersey
$4.08M +$90.2K +850 +2%
MOS
137
MGO One Seven
Ohio
$4.03M +$1.47M +13,856 +57%
LNC
138
Lincoln National Corp
Pennsylvania
$3.79M +$184K +1,738 +5%
EIP
139
Ellis Investment Partners
Pennsylvania
$3.77M +$791K +7,457 +26%
PIM
140
Penobscot Investment Management
Massachusetts
$3.61M +$2.07M +19,515 +133%
SPC
141
Sigma Planning Corp
Michigan
$3.58M +$535K +5,041 +17%
5L
142
55I LLC
Massachusetts
$3.57M +$3.58M +33,773 New
CCT
143
Country Club Trust
Missouri
$3.47M +$1.18M +11,081 +51%
EH
144
Equitable Holdings
New York
$3.42M +$276K +2,599 +9%
VWA
145
V Wealth Advisors
Kansas
$3.4M +$1.04M +9,847 +44%
SPA
146
Sentinel Pension Advisors
Massachusetts
$3.33M +$305K +2,875 +10%
HFBOT
147
Home Federal Bank of Tennessee
Tennessee
$3.24M +$20.2K +190 +0.6%
FCIM
148
Fairview Capital Investment Management
California
$3.21M -$63.7K -600 -2%
HAS
149
HBW Advisory Services
California
$3.18M +$349K +3,292 +12%
MCP
150
Martin Capital Partners
Oregon
$3.16M +$80.2K +756 +3%