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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

389 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 54 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+22
Holders Change %
+5.99%
% of All Funds
6.83%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.76%
New
54
Increased
217
Reduced
63
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Personal Capital Advisors
California
$325M
2
LPL Financial
LPL Financial
California
$252M
3
3AM
3EDGE Asset Management
Florida
$112M
4
Bank of America
Bank of America
North Carolina
$156M
5
BlackRock
BlackRock
New York
$32.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$1.49M
2
Ameriprise
Ameriprise
Minnesota
$479M
3
WA
WestEnd Advisors
North Carolina
$30.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.48M
5
EC
Estate Counselors
Wisconsin
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
176
Franklin Resources
California
$2.15M +$130K +1,235 +6%
AAS
177
Avantax Advisory Services
Texas
$2.07M +$160K +1,517 +8%
IFAM
178
Institutional & Family Asset Management
Colorado
$2.03M +$62.4K +591 +3%
BFA
179
Beacon Financial Advisory
Ohio
$1.98M +$264K +2,503 +15%
MWM
180
Modera Wealth Management
New Jersey
$1.9M +$171K +1,620 +10%
FNBOH
181
First National Bank of Hutchinson
Kansas
$1.87M +$375K +3,551 +25%
DWMG
182
DB Wealth Management Group
California
$1.82M +$128K +1,213 +8%
EWMCB
183
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.8M +$1.8M +17,044 New
UAS
184
United Asset Strategies
New York
$1.79M +$41.3K +391 +2%
PAS
185
Park Avenue Securities
New York
$1.78M -$737K -6,977 -29%
CIR
186
Clear Investment Research
Georgia
$1.77M +$1.77M +16,733 New
MAS
187
Madden Advisory Services
Florida
$1.7M +$109K +1,036 +7%
WT
188
Washington Trust
Rhode Island
$1.7M +$419K +3,963 +33%
Citigroup
189
Citigroup
New York
$1.69M +$108K +1,023 +7%
FPB
190
First PREMIER Bank
South Dakota
$1.68M -$200K -1,898 -11%
USCWA
191
U.S. Capital Wealth Advisors
Texas
$1.61M +$1.61M +15,191 New
AI
192
AdvisorShares Investments
Maryland
$1.58M +$515K +4,872 +48%
NRI
193
NFP Retirement Inc
California
$1.57M +$241K +2,281 +18%
BWA
194
Beam Wealth Advisors
Louisiana
$1.56M +$12.9K +122 +0.8%
GPA
195
Guidance Point Advisors
Massachusetts
$1.54M +$461K +4,365 +43%
GC
196
Guggenheim Capital
Illinois
$1.5M -$26.8K -254 -2%
AssetMark Inc
197
AssetMark Inc
California
$1.49M -$84.2M -797,016 -98%
SFS
198
Sowell Financial Services
Arkansas
$1.35M +$202K +1,914 +18%
EWM
199
Empirical Wealth Management
Washington
$1.29M -$181K -1,717 -12%
AWA
200
Acorn Wealth Advisors
Michigan
$1.28M +$104K +980 +9%
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