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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

389 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 54 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
389
Holders Change
+22
Holders Change %
+5.99%
% of All Funds
6.83%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.76%
New
54
Increased
217
Reduced
63
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$325M
2
LPL Financial
2
LPL Financial
California
$252M
3
3AM
3
3EDGE Asset Management
Florida
$112M
4
Bank of America
4
Bank of America
North Carolina
$156M
5
BlackRock
5
BlackRock
New York
$32.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1.49M
2
Ameriprise
2
Ameriprise
Minnesota
$479M
3
WA
3
WestEnd Advisors
North Carolina
$30.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.48M
5
EC
5
Estate Counselors
Wisconsin
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JBA
126
Johnson Bixby & Associates
Washington
$4.62M 43,711 +2,627 +6%
FGAM
127
Financial Gravity Asset Management
Texas
$4.58M 42,743 -25,491 -37%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$4.51M 42,676 +2,839 +7%
HI
129
Harbour Investments
Wisconsin
$4.41M 41,704 +11,318 +37%
FMC
130
Financial Management Concepts
Florida
$4.4M 41,632 +3,243 +8%
William Blair & Company
131
William Blair & Company
Illinois
$4.37M 41,363 +40,068 +3,094%
TPA
132
Trivium Point Advisory
Connecticut
$4.27M 40,433 +6,405 +19%
IWC
133
Integrated Wealth Concepts
Massachusetts
$4.21M 39,834 +25,529 +178%
AWM
134
AE Wealth Management
Kansas
$4.1M 38,844 +1,697 +5%
KAS
135
Kestra Advisory Services
Texas
$4.08M 38,627 +6,642 +21%
HWA
136
Hillcrest Wealth Advisors
New Jersey
$4.08M 38,595 +850 +2%
MOS
137
MGO One Seven
Ohio
$4.03M 37,972 +13,856 +57%
LNC
138
Lincoln National Corp
Pennsylvania
$3.79M 35,899 +1,738 +5%
EIP
139
Ellis Investment Partners
Pennsylvania
$3.78M 35,740 +7,457 +26%
PIM
140
Penobscot Investment Management
Massachusetts
$3.61M 34,202 +19,515 +133%
SPC
141
Sigma Planning Corp
Michigan
$3.58M 33,878 +5,041 +17%
5L
142
55I LLC
Massachusetts
$3.57M 33,773 +33,773 New
CCT
143
Country Club Trust
Missouri
$3.47M 32,879 +11,081 +51%
EH
144
Equitable Holdings
New York
$3.42M 32,334 +2,599 +9%
VWA
145
V Wealth Advisors
Kansas
$3.4M 32,168 +9,847 +44%
SPA
146
Sentinel Pension Advisors
Massachusetts
$3.33M 31,505 +2,875 +10%
HFBOT
147
Home Federal Bank of Tennessee
Tennessee
$3.24M 30,705 +190 +0.6%
FCIM
148
Fairview Capital Investment Management
California
$3.22M 30,437 -600 -2%
HAS
149
HBW Advisory Services
California
$3.18M 30,119 +3,292 +12%
MCP
150
Martin Capital Partners
Oregon
$3.16M 29,901 +756 +3%
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