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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AAP
151
Arax Advisory Partners
Colorado
$3.14M +$188K +1,784 +6%
LF
152
Lee Financial
Texas
$3.09M -$110K -1,038 -3%
PCWA
153
Pacific Capital Wealth Advisors
California
$3.04M +$1.68M +15,939 +124%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$3.03M +$346K +3,278 +13%
DAS
155
Dynamic Advisor Solutions
Arizona
$2.98M +$164K +1,552 +6%
SWM
156
Spire Wealth Management
Virginia
$2.98M -$240K -2,271 -7%
MWM
157
Mascoma Wealth Management
New Hampshire
$2.97M +$1.48M +14,000 +99%
MAG
158
MRA Advisory Group
New Jersey
$2.88M +$2.88M +27,245 New
FIM
159
Freedom Investment Management
Connecticut
$2.81M +$285K +2,696 +11%
FA
160
Forefront Analytics
Pennsylvania
$2.8M – – –
DI
161
DAGCO Inc
Ohio
$2.79M +$2.3M +21,762 +471%
CTA
162
Chesley Taft & Associates
Illinois
$2.79M +$54.9K +520 +2%
RFN
163
RDA Financial Network
Iowa
$2.73M -$13.6K -129 -0.5%
SHWM
164
Smith & Howard Wealth Management
Georgia
$2.69M -$232K -2,192 -8%
Prudential Financial
165
Prudential Financial
New Jersey
$2.68M +$1.43M +13,508 +114%
EPA
166
Element Pointe Advisors
Florida
$2.67M +$109K +1,035 +4%
PP
167
Professional Planning
California
$2.65M +$400K +3,786 +18%
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$2.64M +$290K +2,750 +12%
FPS
169
Fieldpoint Private Securities
Connecticut
$2.57M +$27.7K +262 +1%
Citadel Advisors
170
Citadel Advisors
Florida
$2.48M -$17.1M -162,099 -87%
ASFA
171
All Season Financial Advisors
Colorado
$2.32M +$2.32M +21,920 New
TLFA
172
True Link Financial Advisors
California
$2.24M +$129K +1,225 +6%
MAS
173
Managed Account Services
Florida
$2.24M +$683K +6,467 +44%
1WA
174
180 Wealth Advisors
Washington
$2.2M -$42.6K -403 -2%
PFM
175
Phillips Financial Management
Indiana
$2.2M +$226K +2,143 +11%
5 6
7
8 9