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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
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$1.6M +$219K +2,060 +16%
MAS
177
Madden Advisory Services
Florida
$1.6M
Citigroup
178
Citigroup
New York
$1.59M +$733K +6,899 +85%
MAS
179
Managed Account Services
Florida
$1.57M +$65.6K +618 +4%
PIM
180
Penobscot Investment Management
Massachusetts
$1.56M +$1.56M +14,687 New
BWA
181
Beam Wealth Advisors
Louisiana
$1.56M +$261K +2,454 +20%
GC
182
Guggenheim Capital
Illinois
$1.54M -$11.6K -109 -0.7%
IWC
183
Integrated Wealth Concepts
Massachusetts
$1.52M +$224K +2,114 +17%
DZ Bank
184
DZ Bank
Germany
$1.52M +$1.52M +14,320 New
FNBOH
185
First National Bank of Hutchinson
Kansas
$1.51M +$574K +5,407 +62%
MWM
186
Mascoma Wealth Management
New Hampshire
$1.5M +$1.47M +13,849 +5,540%
Goldman Sachs
187
Goldman Sachs
New York
$1.49M -$1.69M -15,939 -53%
EWM
188
Empirical Wealth Management
Washington
$1.48M +$282K +2,657 +24%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$1.46M
GC
190
Gratus Capital
Georgia
$1.43M -$390K -3,674 -21%
PCWA
191
Pacific Capital Wealth Advisors
California
$1.36M +$1.36M +12,818 New
TCM
192
TD Capital Management
Tennessee
$1.36M +$575K +5,416 +74%
NRI
193
NFP Retirement Inc
California
$1.34M +$1.33M +12,571 New
NAS
194
Nicolet Advisory Services
Wisconsin
$1.32M -$92.2K -868 -7%
WT
195
Washington Trust
Rhode Island
$1.28M +$608K +5,721 +90%
Prudential Financial
196
Prudential Financial
New Jersey
$1.25M +$1.25M +11,803 New
JIR
197
James Investment Research
Ohio
$1.24M +$92.4K +870 +8%
HCA
198
Heck Capital Advisors
Wisconsin
$1.23M -$319 -3 -0%
QCIG
199
Quad-Cities Investment Group
Iowa
$1.2M +$271K +2,554 +29%
AWA
200
Acorn Wealth Advisors
Michigan
$1.18M +$647K +6,097 +121%