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iShares 0-5 Year TIPS Bond ETF

311 hedge funds and large institutions have $2.41B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+41
Holders Change %
+15.19%
% of All Funds
5.48%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.63%
New
57
Increased
142
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
3F
201
360 Financial
Minnesota
$529K
BSW
202
Buckingham Strategic Wealth
Missouri
$519K +$519K +4,913 New
PJSIMP
203
P.J. Schmidt Investment Management (PJS)
Wisconsin
$504K +$213 +2 +0%
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$503K +$503K +4,760 New
LRPA
205
L. Roy Papp & Associates
Arizona
$502K +$502K +4,750 New
PIA
206
Pinion Investment Advisors
Kansas
$492K +$492K +4,652 New
DC
207
Davenport & Co
Virginia
$487K +$21.1K +200 +5%
PWA
208
Physician Wealth Advisors
Utah
$484K +$244K +2,320 +102%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$453K -$10.6K -100 -2%
CF
210
Centaurus Financial
California
$439K
SI
211
Stephens Inc
Arkansas
$432K -$188K -1,783 -30%
AF
212
Allworth Financial
California
$430K +$2.11K +20 +0.5%
SWP
213
Strategic Wealth Partners
Ohio
$393K -$5.4K -51 -1%
ASN
214
Advisory Services Network
Georgia
$391K +$56K +529 +17%
MFM
215
Mirsky Financial Management
New York
$380K +$170K +1,611 +81%
MAWCM
216
Mine & Arao Wealth Creation & Management
California
$377K
Barclays
217
Barclays
United Kingdom
$363K
JWCA
218
J.W. Cole Advisors
Florida
$356K +$356K +3,370 New
BCM
219
Boltwood Capital Management
California
$349K
LG
220
LaFleur & Godfrey
Michigan
$348K
IWM
221
IHT Wealth Management
Illinois
$348K +$348K +3,290 New
KFGK
222
Keystone Financial Group (Kentucky)
Kentucky
$345K -$739 -7 -0.2%
MC
223
Moors & Cabot
Massachusetts
$328K -$162K -1,530 -33%
B
224
Bridgeworth
Alabama
$327K -$426K -4,023 -57%
MFA
225
Mayflower Financial Advisors
Massachusetts
$325K