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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

367 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 75 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+56
Holders Change %
+18.01%
% 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
75
Increased
189
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$86.2M
2
LPL Financial
2
LPL Financial
California
$161M
3
Ameriprise
3
Ameriprise
Minnesota
$548M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$47.4M
5
MCM
5
MV Capital Management
Maryland
$38.6M

Top Sellers

1
SHWM
1
Smith & Howard Wealth Management
Georgia
$2.94M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FNC
3
First National Corp
Massachusetts
$5.65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.41M
5
LI
5
LVZ Inc
Michigan
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$734K +6,899 +85%
MAS
179
Managed Account Services
Florida
$1.57M +$65.7K +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 +$225K +2,114 +17%
FNBOH
184
First National Bank of Hutchinson
Kansas
$1.51M +$575K +5,407 +62%
MWM
185
Mascoma Wealth Management
New Hampshire
$1.5M +$1.47M +13,849 +5,540%
Goldman Sachs
186
Goldman Sachs
New York
$1.49M -$1.69M -15,939 -53%
EWM
187
Empirical Wealth Management
Washington
$1.48M +$282K +2,657 +24%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$1.46M – – –
GC
189
Gratus Capital
Georgia
$1.43M -$391K -3,674 -21%
PCWA
190
Pacific Capital Wealth Advisors
California
$1.36M +$1.36M +12,818 New
TCM
191
TD Capital Management
Tennessee
$1.36M +$576K +5,416 +74%
NRI
192
NFP Retirement Inc
California
$1.34M +$1.34M +12,571 New
NAS
193
Nicolet Advisory Services
Wisconsin
$1.32M -$92.3K -868 -7%
WT
194
Washington Trust
Rhode Island
$1.28M +$608K +5,721 +90%
Prudential Financial
195
Prudential Financial
New Jersey
$1.26M +$1.26M +11,803 New
JIR
196
James Investment Research
Ohio
$1.24M +$92.5K +870 +8%
HCA
197
Heck Capital Advisors
Wisconsin
$1.23M -$319 -3 -0%
QCIG
198
Quad-Cities Investment Group
Iowa
$1.2M +$272K +2,554 +29%
AWA
199
Acorn Wealth Advisors
Michigan
$1.18M +$648K +6,097 +121%
BlackRock
200
BlackRock
New York
$1.16M -$209K -1,967 -15%
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