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iShares TIPS Bond ETF

1,051 hedge funds and large institutions have $17.5B invested in iShares TIPS Bond ETF in 2020 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 450 increasing their positions, 266 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+97
Holders Change %
+10.17%
% of All Funds
18.65%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.45%
New
176
Increased
450
Reduced
266
Closed
65
Calls
$947M
Puts
$81M
Net Calls
+$866M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Brookstone Capital Management
Illinois
$5.58M +$1.7M +13,352 +44%
DI
227
DAGCO Inc
Ohio
$5.49M +$1.84M +14,416 +50%
SWMG
228
Signature Wealth Management Group
Georgia
$5.39M +$26.9K +211 +0.5%
SIAM
229
Sterling Investment Advisors (Missouri)
Missouri
$5.32M +$137K +1,071 +3%
MWM
230
Moulton Wealth Management
Washington
$5.24M -$4.76M -37,652 -48%
FF
231
Friedenthal Financial
New Jersey
$5.24M +$5.24M +41,125 New
PPP
232
Private Portfolio Partners
New Jersey
$5.22M +$28.5K +223 +0.5%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$5.22M +$653K +5,113 +14%
PSUF
234
People's United Financial
Connecticut
$5.2M +$19K +149 +0.4%
CCT
235
Country Club Trust
Missouri
$5.15M +$509K +3,997 +11%
FA
236
Forefront Analytics
Pennsylvania
$5.13M +$539K +4,220 +12%
WWA
237
WC Walker & Associates
California
$5.06M +$5.06M +40,157 New
BRWA
238
B. Riley Wealth Advisors
Florida
$5.03M +$142K +1,110 +3%
LSPW
239
Lake Street Private Wealth
Illinois
$5.02M +$87.9K +689 +2%
JWM
240
Jeppson Wealth Management
California
$5.01M +$3.61M +28,245 +256%
IA
241
IFP Advisors
Florida
$4.87M +$3.06M +23,971 +169%
MCG
242
McCollum Christoferson Group
New York
$4.85M +$328K +2,572 +7%
OPWM
243
Oxinas Partners Wealth Management
Indiana
$4.84M +$4.84M +37,948 New
USAA
244
United Services Automobile Association
Texas
$4.83M
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$4.82M
WIC
246
Woodmont Investment Counsel
Tennessee
$4.82M +$24.8K +194 +0.5%
CAN
247
Claraphi Advisory Network
United States
$4.8M +$1.12M +8,744 +30%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$4.8M -$1.44M -11,300 -23%
AFA
249
American Financial Advisors
Georgia
$4.77M -$492K -3,852 -9%
IC
250
Innealta Capital
Texas
$4.76M +$771K +6,043 +19%