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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

389 hedge funds and large institutions have $3.86B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+22
Holders Change %
+5.99%
% of All Funds
6.83%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.76%
New
54
Increased
217
Reduced
63
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Personal Capital Advisors
California
$325M
2
LPL Financial
LPL Financial
California
$252M
3
3AM
3EDGE Asset Management
Florida
$112M
4
Bank of America
Bank of America
North Carolina
$156M
5
BlackRock
BlackRock
New York
$32.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$1.49M
2
Ameriprise
Ameriprise
Minnesota
$479M
3
WA
WestEnd Advisors
North Carolina
$30.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.48M
5
EC
Estate Counselors
Wisconsin
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
201
Buckingham Strategic Wealth
Missouri
$1.26M +$452K +4,278 +56%
TCM
202
TD Capital Management
Tennessee
$1.26M -$90.9K -861 -7%
JIR
203
James Investment Research
Ohio
$1.24M +$12.7K +120 +1%
CF
204
Centaurus Financial
California
$1.24M +$801K +7,580 +182%
SIAM
205
Sterling Investment Advisors (Missouri)
Missouri
$1.23M +$135K +1,279 +12%
HCA
206
Heck Capital Advisors
Wisconsin
$1.23M +$8.45K +80 +0.7%
NAS
207
Nicolet Advisory Services
Wisconsin
$1.23M -$82.8K -784 -6%
SF
208
Synovus Financial
Georgia
$1.22M +$110K +1,043 +10%
PWM
209
PBMares Wealth Management
Virginia
$1.21M +$196K +1,853 +19%
FCA
210
FLC Capital Advisors
California
$1.2M +$99.1K +938 +9%
NFG
211
Next Financial Group
Texas
$1.17M +$435K +4,120 +59%
Goldman Sachs
212
Goldman Sachs
New York
$1.12M -$361K -3,419 -24%
RF
213
RHS Financial
California
$1.11M -$45K -426 -4%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$1.09M +$491K +4,652 +81%
CAM
215
Costello Asset Management
Pennsylvania
$1.05M +$50.1K +474 +5%
TIM
216
Tortoise Investment Management
New York
$995K – – –
LRPA
217
L. Roy Papp & Associates
Arizona
$993K +$491K +4,650 +98%
BTWM
218
Baker Tilly Wealth Management
Wisconsin
$963K +$963K +9,112 New
RSWM
219
Robertson Stephens Wealth Management
California
$915K +$915K +8,666 New
FA
220
Fermata Advisors
California
$910K +$113K +1,071 +14%
AOWM
221
Alpha Omega Wealth Management
Virginia
$894K -$4.44K -42 -0.5%
QCIG
222
Quad-Cities Investment Group
Iowa
$893K -$298K -2,820 -25%
DC
223
Davenport & Co
Virginia
$881K +$356K +3,370 +68%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$877K +$411K +3,890 +88%
WIA
225
World Investment Advisors
California
$874K +$63.1K +598 +8%
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