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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 %
OIS
276
Okabena Investment Services
Minnesota
$3.97M
SEM
277
Strategic Equity Management
Arizona
$3.96M +$3.96M +30,991 New
NL
278
NWAM LLC
Washington
$3.95M -$582K -4,562 -13%
BC
279
Bartlett & Co
Ohio
$3.86M -$38.2K -299 -1%
BCWM
280
Bartlett & Co Wealth Management
Ohio
$3.86M -$38.2K -299 -1%
COCM
281
Charter Oak Capital Management
New Hampshire
$3.85M +$3.85M +30,176 New
SWP
282
Summit Wealth Partners
Florida
$3.83M -$3.29M -25,741 -46%
OC
283
Oppenheimer & Co
New York
$3.82M +$118K +926 +3%
AIM
284
Alhambra Investment Management
Florida
$3.81M -$75.8K -594 -2%
PFM
285
Peak Financial Management
Massachusetts
$3.81M +$186K +1,459 +5%
DWM
286
Dakota Wealth Management
Florida
$3.8M +$45.8K +359 +1%
GPA
287
Guidance Point Advisors
Massachusetts
$3.77M +$695K +5,442 +23%
DAS
288
Dynamic Advisor Solutions
Arizona
$3.74M +$20.6K +161 +0.6%
LFS
289
Lutz Financial Services
Nebraska
$3.72M -$68.7K -538 -2%
FNT
290
First National Trust
Pennsylvania
$3.72M +$204K +1,602 +6%
NFG
291
Next Financial Group
Texas
$3.65M +$467K +3,661 +15%
IWM
292
IHT Wealth Management
Illinois
$3.63M +$281K +2,202 +8%
OCM
293
Orser Capital Management
Texas
$3.61M -$61.3K -480 -2%
SAM
294
SignalPoint Asset Management
Missouri
$3.6M -$74.7K -585 -2%
BUB
295
BBVA USA Bancshares
Texas
$3.58M -$121K -947 -3%
LWM
296
Laidlaw Wealth Management
New York
$3.58M +$993K +7,779 +38%
MFM
297
Mirsky Financial Management
New York
$3.56M +$178K +1,394 +5%
SWM
298
SigFig Wealth Management
California
$3.55M +$258K +2,019 +8%
PAA
299
Peregrine Asset Advisers
Oregon
$3.53M -$4.85K -38 -0.1%
PI
300
PFS Investments
Georgia
$3.52M +$3.52M +27,828 New