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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

270 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
Holders
270
Holders Change
+7
Holders Change %
+2.66%
% of All Funds
4.79%
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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$65M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.4M
3
EVM
3
Eaton Vance Management
Massachusetts
$19.3M
4
FTUS
4
Flow Traders U.S.
New York
$12.3M
5
PCA
5
Personal Capital Advisors
California
$175M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.69M
2
Bank of America
2
Bank of America
North Carolina
$110M
3
Truist Financial
3
Truist Financial
North Carolina
$3.2M
4
WA
4
WestEnd Advisors
North Carolina
$98.3K
5
RJA
5
Raymond James & Associates
Florida
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Summit Wealth Partners
Florida
$237K -$626K -5,997 -73%
RJT
202
Raymond James Trust
Florida
$233K -$150K -1,440 -39%
LB
203
Legacy Bridge
Iowa
$230K – – –
ODCM
204
Old Dominion Capital Management
Virginia
$222K – – –
VC
205
Vicus Capital
Pennsylvania
$220K +$1.05K +10 +0.5%
AWA
206
Acorn Wealth Advisors
Michigan
$216K +$1.88K +18 +0.9%
EAM
207
Evanson Asset Management
California
$215K – – –
IWS
208
Insight Wealth Strategies
California
$212K -$335K -3,217 -61%
TCOO
209
Trust Company of Oklahoma
Oklahoma
$211K +$211K +2,024 New
Citigroup
210
Citigroup
New York
$211K -$96.1K -920 -31%
WA
211
WBH Advisory
Maryland
$210K – – –
CHAM
212
Clear Harbor Asset Management
Connecticut
$210K +$47.4K +455 +29%
TPWA
213
TRUE Private Wealth Advisors
Oregon
$207K -$94.8K -909 -31%
MFM
214
Mirsky Financial Management
New York
$207K -$73.5K -704 -26%
ET
215
Equitable Trust
Tennessee
$202K +$202K +1,937 New
PA
216
Procyon Advisors
Connecticut
$201K – – –
BWA
217
BDO Wealth Advisors
Florida
$201K +$1.77K +17 +0.9%
RCS
218
Retirement Capital Strategies
California
$158K +$158K +1,516 New
William Blair & Company
219
William Blair & Company
Illinois
$155K +$837 +8 +0.5%
SWM
220
Sugarloaf Wealth Management
Georgia
$134K -$28K -269 -17%
GRP
221
Global Retirement Partners
California
$122K +$628 +6 +0.5%
WA
222
WestEnd Advisors
North Carolina
$98.3K -$28.3M -271,056 -100%
CFA
223
Carroll Financial Associates
North Carolina
$82K -$15.5K -149 -16%
FWM
224
Filbrandt Wealth Management
Wisconsin
$70K +$70K +675 New
KCM
225
Kathmere Capital Management
Pennsylvania
$69K -$12.3K -118 -15%
7 8
9
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