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iShares 0-5 Year TIPS Bond ETF

271 hedge funds and large institutions have $1.63B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 77

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

3% more funds holding

Funds holding: 264271 (+7)

1% less capital invested

Capital invested by funds: $1.64B → $1.63B (-$14.9M)

3.24% less ownership

Funds ownership: 58.47%55.23% (-3.2%)

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
4.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
34
Increased
114
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
201
Physician Wealth Advisors
Utah
$239K +$236K +2,273 New
SWP
202
Summit Wealth Partners
Florida
$237K -$622K -5,997 -73%
RJT
203
Raymond James Trust
Florida
$233K -$149K -1,440 -39%
LB
204
Legacy Bridge
Iowa
$230K
ODCM
205
Old Dominion Capital Management
Virginia
$222K
VC
206
Vicus Capital
Pennsylvania
$220K +$1.04K +10 +0.5%
AWA
207
Acorn Wealth Advisors
Michigan
$216K +$1.87K +18 +0.9%
EAM
208
Evanson Asset Management
California
$215K
IWS
209
Insight Wealth Strategies
California
$212K -$334K -3,217 -61%
TCOO
210
Trust Company of Oklahoma
Oklahoma
$211K +$210K +2,024 New
Citigroup
211
Citigroup
New York
$211K -$95.4K -920 -31%
WA
212
WBH Advisory
Maryland
$210K
CHAM
213
Clear Harbor Asset Management
Connecticut
$210K +$47.2K +455 +29%
TPWA
214
TRUE Private Wealth Advisors
Oregon
$207K -$94.3K -909 -31%
MFM
215
Mirsky Financial Management
New York
$207K -$73K -704 -26%
ET
216
Equitable Trust
Tennessee
$202K +$201K +1,937 New
PA
217
Procyon Advisors
Connecticut
$201K
BWA
218
BDO Wealth Advisors
Florida
$201K +$1.76K +17 +0.9%
RCS
219
Retirement Capital Strategies
California
$158K +$157K +1,516 New
William Blair & Company
220
William Blair & Company
Illinois
$155K +$830 +8 +0.5%
SWM
221
Sugarloaf Wealth Management
Georgia
$134K -$27.9K -269 -17%
GRP
222
Global Retirement Partners
California
$122K +$622 +6 +0.5%
WA
223
WestEnd Advisors
North Carolina
$98.3K -$28.1M -271,056 -100%
CFA
224
Carroll Financial Associates
North Carolina
$82K -$15.4K -149 -16%
FWM
225
Filbrandt Wealth Management
Wisconsin
$70K +$70K +675 New