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iShares TIPS Bond ETF

1,090 hedge funds and large institutions have $16.5B invested in iShares TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 488 increasing their positions, 289 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+39
Holders Change %
+3.71%
% of All Funds
19.19%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
1.53%
New
139
Increased
488
Reduced
289
Closed
92
Calls
$63.3M
Puts
$40M
Net Calls
+$23.3M
Net Calls Change
-$842M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
626
PFG Advisors
Arizona
$790K -$33.9K -270 -4%
BS
627
Boenning & Scattergood
Pennsylvania
$789K -$124K -985 -14%
IA
628
IFG Advisory
Georgia
$787K -$93.4K -745 -11%
A
629
AdvicePeriod
California
$784K +$205K +1,632 +35%
Invesco
630
Invesco
Georgia
$783K -$1.63K -13 -0.2%
LL
631
LPWM LLC
Minnesota
$781K +$69.9K +557 +10%
IFWM
632
Institute for Wealth Management
Colorado
$779K -$125K -995 -14%
AFIA
633
America First Investment Advisors
Nebraska
$761K +$104K +831 +16%
ECM
634
Evergreen Capital Management
Washington
$747K
SS
635
Simplicity Solutions
Minnesota
$740K -$13.5M -107,594 -95%
ISWM
636
Independent Solutions Wealth Management
New York
$739K -$55K -438 -7%
IA
637
IFP Advisors
Florida
$735K -$4.07M -32,317 -85%
DI
638
Disciplined Investments
Oklahoma
$730K +$74.2K +591 +11%
MFS
639
McNamara Financial Services
Massachusetts
$729K +$61.2K +479 +9%
IA
640
IFG Advisors
Missouri
$727K +$148K +1,175 +25%
GG
641
Gofen & Glossberg
Illinois
$726K +$37.6K +300 +5%
SW
642
SlateStone Wealth
Florida
$724K -$186K -1,485 -20%
BST
643
Bath Savings Trust
Maine
$722K +$390K +3,110 +118%
CTA
644
Chesley Taft & Associates
Illinois
$719K +$377K +3,010 +110%
CFO
645
Collective Family Office
Pennsylvania
$718K +$185K +1,475 +35%
MWA
646
Meridian Wealth Advisors
Texas
$714K +$714K +5,687 New
SWMG
647
Strategic Wealth Management Group
Maryland
$709K
RT
648
Rockland Trust
Massachusetts
$704K -$28.2K -225 -4%
NFP
649
Novak Financial Planning
Maryland
$704K -$4.89K -39 -0.7%
BIM
650
Baldwin Investment Management
Pennsylvania
$703K +$31.4K +250 +5%