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iShares 0-5 Year TIPS Bond ETF

264 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

84% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 64

16% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$232M)

6% more funds holding

Funds holding: 248264 (+16)

1.41% less ownership

Funds ownership: 59.88%58.47% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
5.33%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.48%
New
35
Increased
118
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Personal Capital Advisors
California
$165M +$9.62M +93,023 +6%
Bank of America
2
Bank of America
North Carolina
$160M +$31.9M +308,312 +25%
Ameriprise
3
Ameriprise
Minnesota
$160M +$52.9M +511,758 +50%
UBS Group
4
UBS Group
Switzerland
$75.6M +$9.34M +90,304 +14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$71.5M +$12.7M +122,775 +22%
DWM
6
Destination Wealth Management
California
$57.2M +$2.03M +19,639 +4%
Truist Financial
7
Truist Financial
North Carolina
$42.8M +$9.62M +93,027 +29%
LJAC
8
L.J. Altfest & Co
New York
$40M +$12.3M +119,375 +45%
PPW
9
Parcion Private Wealth
Washington
$33.4M +$2.11M +20,360 +7%
RJA
10
Raymond James & Associates
Florida
$29.9M +$4.43M +42,834 +18%
EC
11
Estate Counselors
Wisconsin
$29.4M +$4.72M +45,665 +19%
WA
12
WestEnd Advisors
North Carolina
$28.3M +$5.14M +49,664 +22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$28.1M +$1.16M +11,243 +4%
Morgan Stanley
14
Morgan Stanley
New York
$26.2M +$3.85M +37,223 +17%
CPO
15
Cerity Partners OCIO
New York
$25.8M +$649K +6,270 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$22.9M +$5.18M +50,040 +29%
AIA
17
Arbor Investment Advisors
North Carolina
$22.6M +$695K +6,719 +3%
Wells Fargo
18
Wells Fargo
California
$20.1M -$116K -1,119 -0.6%
KIC
19
Keating Investment Counselors
Florida
$18.4M -$17.6K -170 -0.1%
BFG
20
Barber Financial Group
Kansas
$15.8M +$1.65M +15,968 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15M +$11.1M +107,109 +292%
RT
22
Rockland Trust
Massachusetts
$12.9M +$1.41M +13,667 +12%
SCM
23
Stordahl Capital Management
Colorado
$12.8M +$315K +3,047 +3%
AMM
24
American Money Management
California
$12.3M +$81.2K +785 +0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.2M +$2.83M +27,309 +30%