We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

248 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 106 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 73

10% more capital invested

Capital invested by funds: $1.28B → $1.41B (+$129M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 251248 (-3)

7% less ownership

Funds ownership: 66.88%59.88% (-7%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
5.09%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
27
Increased
106
Reduced
73
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Personal Capital Advisors
California
$153M +$8.65M +85,271 +6%
Bank of America
2
Bank of America
North Carolina
$126M +$34.3M +338,028 +38%
Ameriprise
3
Ameriprise
Minnesota
$105M +$11.6M +114,036 +12%
UBS Group
4
UBS Group
Switzerland
$65.1M +$19.5M +192,406 +43%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$57.8M +$15.2M +149,855 +36%
DWM
6
Destination Wealth Management
California
$54.3M -$173K -1,707 -0.3%
Truist Financial
7
Truist Financial
North Carolina
$32.6M +$7.81M +77,004 +32%
PPW
8
Parcion Private Wealth
Washington
$31M +$10.2M +100,503 +50%
LJAC
9
L.J. Altfest & Co
New York
$27.1M +$6.22M +61,297 +30%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.5M +$10.2M +100,670 +64%
RJA
11
Raymond James & Associates
Florida
$25M +$2.99M +29,498 +14%
CPO
12
Cerity Partners OCIO
New York
$24.8M +$422K +4,155 +2%
EC
13
Estate Counselors
Wisconsin
$24.3M +$5.29M +52,150 +28%
WA
14
WestEnd Advisors
North Carolina
$22.8M +$6.09M +59,998 +37%
Morgan Stanley
15
Morgan Stanley
New York
$22M +$2.24M +22,104 +11%
AIA
16
Arbor Investment Advisors
North Carolina
$21.6M +$12M +118,207 +128%
LF
17
Lee Financial
Texas
$21.5M -$7.12M -70,218 -25%
Wells Fargo
18
Wells Fargo
California
$19.9M +$2.71M +26,712 +16%
KIC
19
Keating Investment Counselors
Florida
$18.1M -$2.54K -25 -0%
HighTower Advisors
20
HighTower Advisors
Illinois
$17.4M +$11.2M +110,239 +184%
BFG
21
Barber Financial Group
Kansas
$13.9M -$3.58M -35,290 -21%
Citadel Advisors
22
Citadel Advisors
Florida
$13.1M +$10.1M +99,536 +352%
HH
23
Hilltop Holdings
Texas
$13M +$12.9M +127,375 New
QWM
24
Quaker Wealth Management
New Jersey
$12.5M -$991K -9,772 -7%
SCM
25
Stordahl Capital Management
Colorado
$12.3M -$27.4K -270 -0.2%