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iShares 0-5 Year TIPS Bond ETF

391 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 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.38B → $3.86B (+$477M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

6% more funds holding

Funds holding: 368391 (+23)

0.96% less ownership

Funds ownership: 57.8%56.84% (-0.96%)

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
6.85%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
55
Increased
217
Reduced
63
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Acorn Wealth Advisors
Michigan
$1.28M +$104K +980 +9%
BSW
202
Buckingham Strategic Wealth
Missouri
$1.26M +$454K +4,278 +56%
TCM
203
TD Capital Management
Tennessee
$1.26M -$91.3K -861 -7%
JIR
204
James Investment Research
Ohio
$1.24M +$12.7K +120 +1%
CF
205
Centaurus Financial
California
$1.24M +$804K +7,580 +182%
SIAM
206
Sterling Investment Advisors (Missouri)
Missouri
$1.23M +$136K +1,279 +12%
HCA
207
Heck Capital Advisors
Wisconsin
$1.23M +$8.49K +80 +0.7%
NAS
208
Nicolet Advisory Services
Wisconsin
$1.23M -$83.2K -784 -6%
SF
209
Synovus Financial
Georgia
$1.22M +$111K +1,043 +10%
PWM
210
PBMares Wealth Management
Virginia
$1.21M +$197K +1,853 +19%
FCA
211
FLC Capital Advisors
California
$1.2M +$99.5K +938 +9%
NFG
212
Next Financial Group
Texas
$1.17M +$437K +4,120 +59%
Goldman Sachs
213
Goldman Sachs
New York
$1.12M -$363K -3,419 -24%
RF
214
RHS Financial
California
$1.11M -$45.2K -426 -4%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$1.09M +$494K +4,652 +81%
CAM
216
Costello Asset Management
Pennsylvania
$1.05M +$50.3K +474 +5%
TIM
217
Tortoise Investment Management
New York
$995K
LRPA
218
L. Roy Papp & Associates
Arizona
$993K +$493K +4,650 +98%
BTWM
219
Baker Tilly Wealth Management
Wisconsin
$963K +$967K +9,112 New
RSWM
220
Robertson Stephens Wealth Management
California
$915K +$919K +8,666 New
FA
221
Fermata Advisors
California
$910K +$114K +1,071 +14%
AOWM
222
Alpha Omega Wealth Management
Virginia
$894K -$4.46K -42 -0.5%
QCIG
223
Quad-Cities Investment Group
Iowa
$893K -$299K -2,820 -25%
DC
224
Davenport & Co
Virginia
$881K +$358K +3,370 +68%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$877K +$413K +3,890 +88%