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 %
CWM
701
Collaborative Wealth Management
Florida
$535K +$535K +4,293 New
NB
702
Nicolet Bankshares
Wisconsin
$532K -$86K -685 -14%
JDR
703
Jay D. Rosenbaum
$528K
SP
704
Successful Portfolios
Florida
$524K
PFA
705
Pettinga Financial Advisors
Indiana
$521K +$521K +4,148 New
CWM
706
Centric Wealth Management
Illinois
$519K -$9.04K -72 -2%
WP
707
WealthShield Partners
North Carolina
$515K -$1.08M -8,624 -68%
AWA
708
Arete Wealth Advisors
Illinois
$514K +$219K +1,748 +74%
FFG
709
Ford Financial Group
California
$512K -$134K -1,065 -21%
AIM
710
Acropolis Investment Management
Missouri
$511K +$137K +1,090 +37%
AAM
711
Advisors Asset Management
Colorado
$508K +$96.7K +770 +24%
KM
712
Kalos Management
Georgia
$507K +$507K +3,983 New
SGCA
713
Steel Grove Capital Advisors
Tennessee
$507K +$507K +4,037 New
HWM
714
Hemington Wealth Management
Virginia
$507K +$507K +4,043 New
SCM
715
Stordahl Capital Management
Colorado
$506K
JFG
716
JMG Financial Group
Illinois
$506K
BFG
717
Berger Financial Group
Minnesota
$505K -$25M -198,900 -98%
First Manhattan
718
First Manhattan
New York
$502K
AFAS
719
Acorn Financial Advisory Services
Virginia
$500K +$274K +2,183 +121%
WSFS
720
Wilmington Savings Fund Society
Delaware
$499K -$21.8K -174 -4%
OC
721
Oarsman Capital
Wisconsin
$498K -$14.6K -116 -3%
CFO
722
CVA Family Office
Colorado
$498K +$155K +1,238 +45%
MFW
723
Mosaic Family Wealth
Missouri
$496K
AFS
724
Access Financial Services
Minnesota
$493K
SG
725
StoneX Group
New York
$492K +$29.8K +237 +6%