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iShares 0-5 Year TIPS Bond ETF

391 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 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.38B → $3.86B (+$477M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

6% more funds holding

Funds holding: 368391 (+23)

0.96% less ownership

Funds ownership: 57.8%56.84% (-0.96%)

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
6.85%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
55
Increased
217
Reduced
63
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
176
Franklin Resources
California
$2.15M +$131K +1,235 +6%
AAS
177
Avantax Advisory Services
Texas
$2.07M +$161K +1,517 +8%
IFAM
178
Institutional & Family Asset Management
Colorado
$2.03M +$62.7K +591 +3%
BFA
179
Beacon Financial Advisory
Ohio
$1.98M +$266K +2,503 +15%
MWM
180
Modera Wealth Management
New Jersey
$1.9M +$172K +1,620 +10%
FNBOH
181
First National Bank of Hutchinson
Kansas
$1.87M +$377K +3,551 +25%
DWMG
182
DB Wealth Management Group
California
$1.82M +$129K +1,213 +8%
EWMCB
183
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.8M +$1.81M +17,044 New
UAS
184
United Asset Strategies
New York
$1.79M +$41.5K +391 +2%
PAS
185
Park Avenue Securities
New York
$1.78M -$740K -6,977 -29%
CIR
186
Clear Investment Research
Georgia
$1.77M +$1.78M +16,733 New
MAS
187
Madden Advisory Services
Florida
$1.7M +$110K +1,036 +7%
WT
188
Washington Trust
Rhode Island
$1.7M +$420K +3,963 +33%
Citigroup
189
Citigroup
New York
$1.69M +$109K +1,023 +7%
FPB
190
First PREMIER Bank
South Dakota
$1.68M -$201K -1,898 -11%
USCWA
191
U.S. Capital Wealth Advisors
Texas
$1.6M +$1.61M +15,191 New
AI
192
AdvisorShares Investments
Maryland
$1.58M +$517K +4,872 +48%
NRI
193
NFP Retirement Inc
California
$1.57M +$242K +2,281 +18%
BWA
194
Beam Wealth Advisors
Louisiana
$1.56M +$12.9K +122 +0.8%
GPA
195
Guidance Point Advisors
Massachusetts
$1.54M +$463K +4,365 +43%
DZ Bank
196
DZ Bank
Germany
$1.52M
GC
197
Guggenheim Capital
Illinois
$1.5M -$26.9K -254 -2%
AssetMark Inc
198
AssetMark Inc
California
$1.49M -$84.6M -797,016 -98%
SFS
199
Sowell Financial Services
Arkansas
$1.35M +$203K +1,914 +18%
EWM
200
Empirical Wealth Management
Washington
$1.28M -$182K -1,717 -12%