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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
MOS
151
MGO One Seven
Ohio
$2.56M +$74.4K +701 +3%
FPS
152
Fieldpoint Private Securities
Connecticut
$2.55M +$333K +3,135 +15%
FIM
153
Freedom Investment Management
Connecticut
$2.55M -$1.75M -16,438 -41%
PAS
154
Park Avenue Securities
New York
$2.53M +$1.93M +18,184 +324%
Deutsche Bank
155
Deutsche Bank
Germany
$2.41M -$3.95M -37,186 -62%
VWA
156
V Wealth Advisors
Kansas
$2.37M +$549K +5,170 +30%
CFMC
157
Curbstone Financial Management Corp
New Hampshire
$2.36M +$435K +4,100 +23%
CCT
158
Country Club Trust
Missouri
$2.32M +$2.31M +21,798 New
MML Investors Services
159
MML Investors Services
Massachusetts
$2.3M +$745K +7,020 +48%
US Bancorp
160
US Bancorp
Minnesota
$2.3M -$804K -7,567 -26%
APA
161
American Portfolios Advisors
New York
$2.28M +$184K +1,733 +9%
PP
162
Professional Planning
California
$2.26M +$338K +3,187 +18%
1WA
163
180 Wealth Advisors
Washington
$2.25M -$35.6K -335 -2%
TLFA
164
True Link Financial Advisors
California
$2.13M +$239K +2,250 +13%
Franklin Resources
165
Franklin Resources
California
$2.03M +$348K +3,280 +21%
IA
166
IFP Advisors
Florida
$2.01M +$1.79M +16,837 +827%
PFM
167
Phillips Financial Management
Indiana
$1.98M +$250K +2,356 +14%
IFAM
168
Institutional & Family Asset Management
Colorado
$1.98M +$1.04M +9,797 +111%
LI
169
LVZ Inc
Michigan
$1.97M -$3M -28,215 -60%
AAS
170
Avantax Advisory Services
Texas
$1.93M -$2.66M -25,060 -58%
FPB
171
First PREMIER Bank
South Dakota
$1.89M +$2.65K +25 +0.1%
UAS
172
United Asset Strategies
New York
$1.76M +$845K +7,953 +92%
MWM
173
Modera Wealth Management
New Jersey
$1.74M +$1.06M +9,977 +156%
BFA
174
Beacon Financial Advisory
Ohio
$1.73M +$342K +3,222 +25%
DWMG
175
DB Wealth Management Group
California
$1.71M +$145K +1,366 +9%