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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 234 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+99
Holders Change %
+25.45%
% of All Funds
7.54%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
131
Increased
234
Reduced
68
Closed
25
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.64M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$557M
2
ACM
2
Advisors Capital Management
New Jersey
$54.5M
3
BlackRock
3
BlackRock
New York
$78.9M
4
Bank of America
4
Bank of America
North Carolina
$199M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$270M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
V
4
Veritable
Delaware
$2.79M
5
EC
5
Estate Counselors
Wisconsin
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
201
Phillips Financial Management
Indiana
$2.86M +$663K +6,261 +30%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$2.8M +$1.92M +18,118 +218%
RFN
203
RDA Financial Network
Iowa
$2.79M +$55.5K +524 +2%
V
204
Veritable
Delaware
$2.79M -$6.65M -62,820 -70%
GPA
205
Guidance Point Advisors
Massachusetts
$2.65M +$1.1M +10,423 +71%
SHWM
206
Smith & Howard Wealth Management
Georgia
$2.61M -$89.7K -847 -3%
FAIM
207
Financial Advocates Investment Management
Washington
$2.52M +$2.04M +19,311 +433%
WIA
208
World Investment Advisors
California
$2.49M +$1.63M +15,664 +189%
NCM
209
Northland Capital Management
Minnesota
$2.49M +$2.49M +23,483 New
BFA
210
Beacon Financial Advisory
Ohio
$2.46M +$471K +4,447 +24%
Franklin Resources
211
Franklin Resources
California
$2.42M +$264K +2,490 +12%
TWA
212
TCI Wealth Advisors
Arizona
$2.4M +$2.4M +22,666 New
EWMCB
213
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.39M +$589K +5,564 +33%
HPM
214
Hudson Portfolio Management
New York
$2.33M +$1.87M +17,680 +404%
EPA
215
Element Pointe Advisors
Florida
$2.33M -$347K -3,274 -13%
MTWM
216
Masso Torrence Wealth Management
New Jersey
$2.27M +$2.27M +21,428 New
TLFA
217
True Link Financial Advisors
California
$2.25M – – –
WT
218
Washington Trust
Rhode Island
$2.25M +$548K +5,171 +32%
HF
219
HRT Financial
New York
$2.24M +$2.24M +21,151 New
GC
220
Guggenheim Capital
Illinois
$2.19M +$687K +6,488 +46%
1WA
221
180 Wealth Advisors
Washington
$2.11M -$75.6K -720 -3%
SSW
222
Stone Summit Wealth
Florida
$2.1M +$2.1M +19,809 New
AAS
223
Avantax Advisory Services
Texas
$2.07M -$3.81K -36 -0.2%
CIR
224
Clear Investment Research
Georgia
$1.97M +$201K +1,899 +11%
WA
225
Winfield Associates
Ohio
$1.97M +$1.63M +15,400 +481%
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