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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
AAP
151
Arax Advisory Partners
Colorado
$3.14M +$189K +1,784 +6%
LF
152
Lee Financial
Texas
$3.09M -$110K -1,038 -3%
PCWA
153
Pacific Capital Wealth Advisors
California
$3.04M +$1.69M +15,939 +124%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$3.03M +$348K +3,278 +13%
DAS
155
Dynamic Advisor Solutions
Arizona
$2.98M +$165K +1,552 +6%
SWM
156
Spire Wealth Management
Virginia
$2.98M -$241K -2,271 -7%
MWM
157
Mascoma Wealth Management
New Hampshire
$2.97M +$1.49M +14,000 +99%
MAG
158
MRA Advisory Group
New Jersey
$2.88M +$2.89M +27,245 New
FIM
159
Freedom Investment Management
Connecticut
$2.81M +$286K +2,696 +11%
FA
160
Forefront Analytics
Pennsylvania
$2.79M
DI
161
DAGCO Inc
Ohio
$2.79M +$2.31M +21,762 +471%
CTA
162
Chesley Taft & Associates
Illinois
$2.79M +$55.2K +520 +2%
RFN
163
RDA Financial Network
Iowa
$2.73M -$13.7K -129 -0.5%
SHWM
164
Smith & Howard Wealth Management
Georgia
$2.69M -$233K -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 +$110K +1,035 +4%
PP
167
Professional Planning
California
$2.65M +$402K +3,786 +18%
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$2.63M +$292K +2,750 +12%
FPS
169
Fieldpoint Private Securities
Connecticut
$2.57M +$27.8K +262 +1%
Citadel Advisors
170
Citadel Advisors
Florida
$2.48M -$17.2M -162,099 -87%
ASFA
171
All Season Financial Advisors
Colorado
$2.31M +$2.33M +21,920 New
TLFA
172
True Link Financial Advisors
California
$2.24M +$130K +1,225 +6%
MAS
173
Managed Account Services
Florida
$2.24M +$686K +6,467 +44%
1WA
174
180 Wealth Advisors
Washington
$2.2M -$42.8K -403 -2%
PFM
175
Phillips Financial Management
Indiana
$2.19M +$227K +2,143 +11%