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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.38B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
367
Holders Change
+56
Holders Change %
+18.01%
% of All Funds
6.41%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.7%
New
75
Increased
189
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$86.2M
2
LPL Financial
2
LPL Financial
California
$161M
3
Ameriprise
3
Ameriprise
Minnesota
$548M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$47.4M
5
MCM
5
MV Capital Management
Maryland
$38.6M

Top Sellers

1
SHWM
1
Smith & Howard Wealth Management
Georgia
$2.94M
2
FNC
2
First National Corp
Massachusetts
$5.65M
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.41M
4
LI
4
LVZ Inc
Michigan
$1.97M
5
AAS
5
Avantax Advisory Services
Texas
$1.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$548M 5,330,288 +700,512 +15%
PCA
2
Personal Capital Advisors
California
$213M 2,001,079 +165,196 +9%
LPL Financial
3
LPL Financial
California
$161M 1,512,082 +787,185 +109%
Bank of America
4
Bank of America
North Carolina
$123M 1,159,343 +106,514 +10%
UBS Group
5
UBS Group
Switzerland
$121M 1,135,892 +205,294 +22%
Morgan Stanley
6
Morgan Stanley
New York
$87.5M 823,211 +247,882 +43%
AssetMark Inc
7
AssetMark Inc
California
$86.2M 811,157 +795,302 +5,016%
DWM
8
Destination Wealth Management
California
$66.8M 628,587 +31,522 +5%
3AM
9
3EDGE Asset Management
Florida
$48M 451,518 +36,460 +9%
BOPW
10
Brandywine Oak Private Wealth
Pennsylvania
$47.4M 445,953 +445,953 New
Wells Fargo
11
Wells Fargo
California
$46.6M 438,423 +76,776 +21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$45.8M 431,133 +75,398 +21%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$44.5M 418,579 +47,615 +13%
LJAC
14
L.J. Altfest & Co
New York
$42M 394,661 +3,011 +0.8%
MCM
15
MV Capital Management
Maryland
$38.6M 363,547 +363,547 New
PPW
16
Parcion Private Wealth
Washington
$37.7M 354,959 -8,538 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$37.6M 353,461 +121,242 +52%
MERSOM
18
Municipal Employees' Retirement System of Michigan
Michigan
$35.5M 334,096 +123,199 +58%
EC
19
Estate Counselors
Wisconsin
$33.9M 318,510 +59,095 +23%
CPO
20
Cerity Partners OCIO
New York
$33.3M 313,086 +31,865 +11%
KOC
21
Koss-Olinger Consulting
Florida
$30.7M 288,613 +288,613 New
HighTower Advisors
22
HighTower Advisors
Illinois
$30.5M 287,123 +39,007 +16%
WA
23
WestEnd Advisors
North Carolina
– – -293 Closed
S
24
Schroders
United Kingdom
$29.5M 277,800 +277,800 New
Jane Street
25
Jane Street
New York
$29.2M 274,717 +160,576 +141%
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