TIP icon

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 %
MC
676
Mathes Company
New York
$612K
LC
677
LCNB Corp
Ohio
$612K +$18.8K +150 +3%
WIC
678
Whitegate Investment Counselors
New Hampshire
$601K
RWB
679
RMR Wealth Builders
New Jersey
$601K +$174K +1,383 +41%
CCA
680
Cobblestone Capital Advisors
New York
$600K
GIM
681
Goelzer Investment Management
Indiana
$594K -$32.6K -260 -5%
FCA
682
FinTrust Capital Advisors
South Carolina
$594K -$3.39K -27 -0.6%
SFPM
683
Sensible Financial Planning & Management
Massachusetts
$584K +$152K +1,210 +35%
PWMAG
684
Pinnacle Wealth Management Advisory Group
New Jersey
$584K +$584K +4,650 New
HCIA
685
Hochman Cole Investment Advisors
Illinois
$583K -$32.8K -261 -5%
WAOTB
686
Wealth Advisors of Tampa Bay
Florida
$580K
FCC
687
Florin Court Capital
United Kingdom
$577K -$6.97M -55,600 -92%
WTC
688
WhitTier Trust Company
Nevada
$576K
SWA
689
Stratos Wealth Advisors
Ohio
$574K -$37K -295 -6%
TI
690
tru Independence
Oregon
$572K -$312K -2,469 -35%
MGWM
691
Marks Group Wealth Management
Minnesota
$571K
MGIA
692
Moneta Group Investment Advisors
Missouri
$553K +$114K +912 +26%
KCM
693
Kennicott Capital Management
California
$549K +$549K +4,374 New
Fiera Capital (Canada)
694
Fiera Capital (Canada)
Quebec, Canada
$548K +$12.2K +97 +2%
AWA
695
Acorn Wealth Advisors
Michigan
$547K +$144K +1,147 +36%
PFA
696
Plotkin Financial Advisors
Maryland
$544K +$50.2K +400 +10%
AFP
697
Ausdal Financial Partners
Iowa
$543K -$907K -7,226 -63%
HR
698
Hayden Royal
North Carolina
$541K +$541K +4,311 New
HSA
699
HBK Sorce Advisory
Pennsylvania
$537K -$8.4K -67 -2%
SAS
700
Stelac Advisory Services
New York
$536K -$369K -2,940 -41%