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iShares 0-5 Year TIPS Bond ETF

271 hedge funds and large institutions have $1.63B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 77

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

3% more funds holding

Funds holding: 264271 (+7)

1% less capital invested

Capital invested by funds: $1.64B → $1.63B (-$14.9M)

3.24% less ownership

Funds ownership: 58.47%55.23% (-3.2%)

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
4.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
34
Increased
114
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LB
151
Leo Brokerage
Texas
$628K +$5.6K +54 +0.9%
SI
152
Stephens Inc
Arkansas
$613K -$426K -4,105 -41%
M&T Bank
153
M&T Bank
New York
$605K +$72.6K +700 +14%
GPA
154
Guidance Point Advisors
Massachusetts
$603K -$4.77K -46 -0.8%
WIA
155
World Investment Advisors
California
$602K -$426K -4,107 -42%
SP
156
Successful Portfolios
Florida
$597K -$10.5K -101 -2%
DAS
157
Dynamic Advisor Solutions
Arizona
$597K +$249K +2,398 +72%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$596K
RF
159
RHS Financial
California
$588K -$33.5K -323 -5%
RRWA
160
Rainey & Randall Wealth Advisors
Florida
$584K +$200K +1,927 +52%
AFAS
161
Acorn Financial Advisory Services
Virginia
$577K +$37.8K +365 +7%
PAS
162
Park Avenue Securities
New York
$569K +$324K +3,122 +134%
FA
163
Fortis Advisors
Pennsylvania
$556K +$5.08K +49 +0.9%
FHC
164
First Heartland Consultants
Missouri
$545K +$4.87K +47 +0.9%
3F
165
360 Financial
Minnesota
$522K +$104K +1,000 +25%
MCG
166
McCollum Christoferson Group
New York
$504K +$198K +1,910 +65%
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$497K +$11.1K +107 +2%
WT
168
Washington Trust
Rhode Island
$490K +$71.4K +689 +17%
MC
169
Moors & Cabot
Massachusetts
$485K -$518 -5 -0.1%
APA
170
American Portfolios Advisors
New York
$481K +$31.8K +307 +7%
TCM
171
TD Capital Management
Tennessee
$478K +$252K +2,430 +113%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$475K +$472K +4,550 New
DC
173
Davenport & Co
Virginia
$460K +$68.5K +661 +18%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$458K -$12.8K -123 -3%
WWM
175
Western Wealth Management
Colorado
$441K