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iShares 0-5 Year TIPS Bond ETF

368 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 76 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 15

257% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 53

40% more capital invested

Capital invested by funds: $2.41B → $3.38B (+$973M)

18% more funds holding

Funds holding: 311368 (+57)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.5% more ownership

Funds ownership: 56.3%57.8% (+1.5%)

Holders
368
Holders Change
+57
Holders Change %
+18.33%
% 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
76
Increased
189
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
201
BlackRock
New York
$1.16M -$209K -1,967 -15%
RF
202
RHS Financial
California
$1.16M +$114K +1,071 +11%
SFS
203
Sowell Financial Services
Arkansas
$1.15M -$367K -3,457 -24%
TSS
204
Two Sigma Securities
New York
$1.15M +$1.15M +10,802 New
SF
205
Synovus Financial
Georgia
$1.12M +$1.12M +10,507 New
FCA
206
FLC Capital Advisors
California
$1.11M +$860K +8,098 +344%
SIAM
207
Sterling Investment Advisors (Missouri)
Missouri
$1.1M +$24.6K +232 +2%
GPA
208
Guidance Point Advisors
Massachusetts
$1.09M +$472K +4,442 +77%
AI
209
AdvisorShares Investments
Maryland
$1.07M +$1.07M +10,060 New
MA
210
Mutual Advisors
Nebraska
$1.02M +$58.4K +550 +6%
PWM
211
PBMares Wealth Management
Virginia
$1.02M +$23.7K +223 +2%
FTUS
212
Flow Traders U.S.
New York
$1.01M -$1.55M -14,602 -61%
SGCA
213
Steel Grove Capital Advisors
Tennessee
$1.01M
CAM
214
Costello Asset Management
Pennsylvania
$1M +$106K +1,000 +12%
TIM
215
Tortoise Investment Management
New York
$1M -$329K -3,095 -25%
AOWM
216
Alpha Omega Wealth Management
Virginia
$904K +$20.8K +196 +2%
WWM
217
Western Wealth Management
Colorado
$892K +$162K +1,522 +22%
BU
218
BBVA USA
Alabama
$885K +$884K +8,329 New
GCA
219
Gradient Capital Advisors
California
$846K +$5.63K +53 +0.7%
WIA
220
World Investment Advisors
California
$816K -$8.6K -81 -1%
BSW
221
Buckingham Strategic Wealth
Missouri
$814K +$292K +2,746 +56%
FA
222
Fermata Advisors
California
$802K +$801K +7,541 New
NWM
223
Northwest Wealth Management
Iowa
$745K +$70.2K +661 +10%
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$744K -$2.12K -20 -0.3%
NFG
225
Next Financial Group
Texas
$741K +$50.7K +477 +7%