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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 %
TCA
626
Transcend Capital Advisors
New Jersey
$649K +$120K +943 +23%
BIA
627
Bigelow Investment Advisors
Maine
$643K
KFA
628
Kelleher Financial Advisors
New York
$640K -$191K -1,500 -23%
SAS
629
Stelac Advisory Services
New York
$640K +$379K +4,270 +145%
CRWM
630
Castle Rock Wealth Management
California
$640K +$640K +5,006 New
GIM
631
Goelzer Investment Management
Indiana
$638K -$34.9K -273 -5%
DDPIC
632
Deroy & Devereaux Private Investment Counsel
Michigan
$638K
SAM
633
S.A. Mason
Michigan
$634K -$31.9K -250 -5%
OPA
634
Old Port Advisors
Maine
$634K +$173K +1,356 +38%
NB
635
Nicolet Bankshares
Wisconsin
$628K -$256K -2,003 -29%
LWP
636
Lumature Wealth Partners
Georgia
$628K +$628K +4,917 New
HCIA
637
Hochman Cole Investment Advisors
Illinois
$626K +$626K +4,903 New
EAM
638
Evanson Asset Management
California
$623K +$766 +6 +0.1%
MC
639
Mathes Company
New York
$622K
SWA
640
Stratos Wealth Advisors
Ohio
$622K +$202K +1,579 +48%
SBSB
641
Sullivan, Bruyette, Speros & Blaney
Virginia
$618K
WIC
642
Whitegate Investment Counselors
New Hampshire
$611K +$5.1K +40 +0.8%
CCA
643
Cobblestone Capital Advisors
New York
$610K +$51K +400 +9%
FCA
644
FinTrust Capital Advisors
South Carolina
$608K
LC
645
LCNB Corp
Ohio
$604K
AWM
646
Altium Wealth Management
New York
$596K +$22.1K +173 +4%
OPS
647
Orion Portfolio Solutions
Nebraska
$596K +$145K +1,139 +32%
WAOTB
648
Wealth Advisors of Tampa Bay
Florida
$590K +$39.8K +312 +7%
IA
649
IFG Advisors
Missouri
$589K -$9.45K -74 -2%
A
650
AdvicePeriod
California
$589K +$115K +899 +24%