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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.38B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+56
Holders Change %
+18.01%
% of All Funds
6.41%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.7%
New
75
Increased
189
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$86.2M
2
LPL Financial
2
LPL Financial
California
$161M
3
Ameriprise
3
Ameriprise
Minnesota
$548M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$47.4M
5
MCM
5
MV Capital Management
Maryland
$38.6M

Top Sellers

1
SHWM
1
Smith & Howard Wealth Management
Georgia
$2.94M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FNC
3
First National Corp
Massachusetts
$5.65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.41M
5
LI
5
LVZ Inc
Michigan
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
201
RHS Financial
California
$1.16M +$114K +1,071 +11%
SFS
202
Sowell Financial Services
Arkansas
$1.15M -$368K -3,457 -24%
TSS
203
Two Sigma Securities
New York
$1.15M +$1.15M +10,802 New
SF
204
Synovus Financial
Georgia
$1.12M +$1.12M +10,507 New
FCA
205
FLC Capital Advisors
California
$1.11M +$861K +8,098 +344%
SIAM
206
Sterling Investment Advisors (Missouri)
Missouri
$1.11M +$24.7K +232 +2%
GPA
207
Guidance Point Advisors
Massachusetts
$1.09M +$472K +4,442 +77%
AI
208
AdvisorShares Investments
Maryland
$1.07M +$1.07M +10,060 New
MA
209
Mutual Advisors
Nebraska
$1.02M +$58.5K +550 +6%
PWM
210
PBMares Wealth Management
Virginia
$1.02M +$23.7K +223 +2%
FTUS
211
Flow Traders U.S.
New York
$1.01M -$1.55M -14,602 -61%
SGCA
212
Steel Grove Capital Advisors
Tennessee
$1.01M – – –
CAM
213
Costello Asset Management
Pennsylvania
$1M +$106K +1,000 +12%
TIM
214
Tortoise Investment Management
New York
$1M -$329K -3,095 -25%
AOWM
215
Alpha Omega Wealth Management
Virginia
$904K +$20.8K +196 +2%
WWM
216
Western Wealth Management
Colorado
$892K +$161K +1,522 +22%
BU
217
BBVA USA
Alabama
$885K +$885K +8,329 New
GCA
218
Gradient Capital Advisors
California
$846K +$5.64K +53 +0.7%
WIA
219
World Investment Advisors
California
$816K -$8.61K -81 -1%
BSW
220
Buckingham Strategic Wealth
Missouri
$814K +$292K +2,746 +56%
FA
221
Fermata Advisors
California
$802K +$802K +7,541 New
NWM
222
Northwest Wealth Management
Iowa
$745K +$70.2K +661 +10%
LWANC
223
Laurel Wealth Advisors (North Carolina)
North Carolina
$744K -$2.13K -20 -0.3%
NFG
224
Next Financial Group
Texas
$741K +$50.7K +477 +7%
PWA
225
Physician Wealth Advisors
Utah
$719K +$230K +2,161 +47%
7 8
9
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