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iShares 0-5 Year TIPS Bond ETF

271 hedge funds and large institutions have $1.63B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 77

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

3% more funds holding

Funds holding: 264271 (+7)

1% less capital invested

Capital invested by funds: $1.64B → $1.63B (-$14.9M)

3.24% less ownership

Funds ownership: 58.47%55.23% (-3.2%)

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
4.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
34
Increased
114
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Personal Capital Advisors
California
$175M +$9.28M +89,512 +6%
Ameriprise
2
Ameriprise
Minnesota
$168M +$7.76M +74,854 +5%
Bank of America
3
Bank of America
North Carolina
$110M -$51.1M -492,601 -32%
UBS Group
4
UBS Group
Switzerland
$83.3M +$7.46M +71,977 +10%
Jane Street
5
Jane Street
New York
$65M +$55.8M +538,283 +638%
DWM
6
Destination Wealth Management
California
$59M +$1.53M +14,709 +3%
LJAC
7
L.J. Altfest & Co
New York
$40.3M +$136K +1,307 +0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$35.4M +$20.3M +195,518 +136%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$33.3M +$5.07M +48,908 +18%
PPW
10
Parcion Private Wealth
Washington
$32.7M -$990K -9,547 -3%
CPO
11
Cerity Partners OCIO
New York
$26.8M +$908K +8,757 +4%
EC
12
Estate Counselors
Wisconsin
$26.7M -$2.72M -26,250 -9%
Morgan Stanley
13
Morgan Stanley
New York
$25.4M -$878K -8,470 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$24.6M +$1.59M +15,379 +7%
Wells Fargo
15
Wells Fargo
California
$24.4M +$4.17M +40,184 +21%
AIA
16
Arbor Investment Advisors
North Carolina
$23.4M +$628K +6,061 +3%
EVM
17
Eaton Vance Management
Massachusetts
$19.3M +$17.4M +167,670 +972%
KIC
18
Keating Investment Counselors
Florida
$18M -$515K -4,965 -3%
BFG
19
Barber Financial Group
Kansas
$15.4M -$465K -4,486 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15.2M +$2.95M +28,475 +24%
RT
21
Rockland Trust
Massachusetts
$14.5M +$1.63M +15,672 +13%
RJA
22
Raymond James & Associates
Florida
$14.5M -$15.3M -148,028 -52%
SCM
23
Stordahl Capital Management
Colorado
$13.7M +$885K +8,535 +7%
TC
24
Trilogy Capital
California
$12.8M +$1.37M +13,234 +12%
AMM
25
American Money Management
California
$12.5M +$155K +1,496 +1%