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iShares 0-5 Year TIPS Bond ETF

311 hedge funds and large institutions have $2.41B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+41
Holders Change %
+15.19%
% of All Funds
5.48%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.63%
New
57
Increased
142
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$742K +$51.6K +488 +7%
WWM
177
Western Wealth Management
Colorado
$728K +$281K +2,662 +63%
Stifel Financial
178
Stifel Financial
Missouri
$707K -$3.65M -34,528 -84%
KBFS
179
Kohmann Bosshard Financial Services
Ohio
$705K
NFG
180
Next Financial Group
Texas
$687K +$30.6K +289 +5%
MWM
181
Modera Wealth Management
New Jersey
$678K -$154K -1,458 -19%
WT
182
Washington Trust
Rhode Island
$672K +$177K +1,672 +36%
NWM
183
Northwest Wealth Management
Iowa
$671K +$8.77K +83 +1%
CA
184
Continuum Advisory
Idaho
$663K -$2.33M -22,025 -78%
PFA
185
Pure Financial Advisors
California
$653K -$65K -615 -9%
CA
186
CGN Advisors
Kansas
$652K +$6.24K +59 +1%
SCP
187
Syntal Capital Partners
Texas
$647K +$113K +1,065 +21%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$634K +$31K +294 +5%
M&T Bank
189
M&T Bank
New York
$613K
GPA
190
Guidance Point Advisors
Massachusetts
$611K
SP
191
Successful Portfolios
Florida
$604K
PAS
192
Park Avenue Securities
New York
$593K +$17.2K +163 +3%
IP
193
Investment Partners
Ohio
$583K -$62.7K -593 -10%
MCG
194
McCollum Christoferson Group
New York
$582K +$71.4K +675 +14%
SAM
195
Strategy Asset Managers
California
$575K +$141K +1,331 +32%
AFAS
196
Acorn Financial Advisory Services
Virginia
$567K -$16.8K -159 -3%
FA
197
Fortis Advisors
Pennsylvania
$563K
FHC
198
First Heartland Consultants
Missouri
$552K
AO
199
Advisor OS
Illinois
$545K +$545K +5,151 New
AWA
200
Acorn Wealth Advisors
Michigan
$533K +$314K +2,970 +143%