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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 %
SFPM
701
Sensible Financial Planning & Management
Massachusetts
$439K +$57.5K +451 +15%
RWB
702
RMR Wealth Builders
New Jersey
$435K -$180K -1,411 -29%
MWM
703
Modera Wealth Management
New Jersey
$435K +$435K +3,408 New
BA
704
Ballast Advisors
Minnesota
$429K +$91.5K +717 +27%
RMA
705
Roffman Miller Associates
Pennsylvania
$427K
BAS
706
Brown Advisory Securities
Maryland
$422K
AAM
707
Advisors Asset Management
Colorado
$418K +$510 +4 +0.1%
FIM
708
Fernwood Investment Management
Massachusetts
$416K +$118K +923 +39%
CA
709
Claro Advisors
Massachusetts
$412K -$7.16K -56 -2%
AWA
710
Acorn Wealth Advisors
Michigan
$410K -$7.54K -59 -2%
SCM
711
Spreng Capital Management
Ohio
$407K -$3.19K -25 -0.8%
HTC
712
Haverford Trust Company
Pennsylvania
$407K
AC
713
Abbrea Capital
California
$407K +$3.83K +30 +1%
ZIM
714
Zacks Investment Management
Illinois
$407K +$51.4K +403 +14%
FT
715
Fiduciary Trust
Massachusetts
$406K -$284K -2,225 -41%
MWM
716
Mattern Wealth Management
Kansas
$406K -$36K -282 -8%
YWP
717
YorkBridge Wealth Partners
New York
$405K -$128K -1,000 -24%
SAM
718
Secure Asset Management
Michigan
$405K +$28.9K +226 +8%
H
719
Hexavest
Quebec, Canada
$404K
SXL
720
Summit X LLC
Missouri
$403K +$122K +962 +44%
FFWA
721
FRG Family Wealth Advisors
Washington
$401K
SCA
722
Sage Capital Advisors
South Dakota
$397K +$139K +1,085 +54%
RMDI
723
R.M. Davis Inc
Maine
$396K +$18.9K +148 +5%
MCM
724
Mainstay Capital Management
Michigan
$394K +$18.6K +146 +5%
IWAG
725
Integer Wealth Advisors Group
Georgia
$392K +$392K +3,076 New