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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
MA
176
Mutual Advisors
Nebraska
$435K -$91.9K -886 -18%
CF
177
Centaurus Financial
California
$434K -$569K -5,492 -57%
SAM
178
Strategy Asset Managers
California
$429K +$80K +772 +23%
AF
179
Allworth Financial
California
$423K
SFS
180
Sowell Financial Services
Arkansas
$412K +$1.14K +11 +0.3%
CM
181
Columbus Macro
Pennsylvania
$402K +$116K +1,123 +41%
SWP
182
Strategic Wealth Partners
Ohio
$393K -$52.4K -505 -12%
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$379K +$111K +1,073 +42%
MAWCM
184
Mine & Arao Wealth Creation & Management
California
$372K +$2.49K +24 +0.7%
MML Investors Services
185
MML Investors Services
Massachusetts
$359K -$770K -7,426 -68%
Barclays
186
Barclays
United Kingdom
$358K
BCM
187
Boltwood Capital Management
California
$345K
LG
188
LaFleur & Godfrey
Michigan
$344K
KFGK
189
Keystone Financial Group (Kentucky)
Kentucky
$342K -$2.9K -28 -0.8%
ASN
190
Advisory Services Network
Georgia
$331K -$38.8K -374 -11%
MFA
191
Mayflower Financial Advisors
Massachusetts
$321K +$319K +3,073 New
CCM
192
Coldstream Capital Management
Washington
$313K
CIA
193
Capital Investment Advisors
Georgia
$312K +$310K +2,992 New
SXL
194
Summit X LLC
Missouri
$305K +$13.2K +127 +5%
WCM
195
Windsor Capital Management
Arizona
$288K +$22.4K +216 +8%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$274K
UCFA
197
United Capital Financial Advisors
Texas
$267K -$1.68M -16,174 -86%
HFA
198
HC Financial Advisors
California
$264K
CCM
199
Chilton Capital Management
Texas
$258K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$251K