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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 %
EI
851
Ellevest Inc
New York
$264K +$264K +2,100 New
CF
852
Clarity Financial
Texas
$263K +$263K +2,096 New
AGM
853
Alpine Global Management
New York
$263K +$263K +2,097 New
PWA
854
Physician Wealth Advisors
Utah
$262K
PJSIMP
855
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K
NEGWA
856
New England Guild Wealth Advisors
Connecticut
$259K +$259K +2,063 New
TAM
857
Todd Asset Management
Kentucky
$258K
AOWM
858
Alpha Omega Wealth Management
Virginia
$258K
RBCM
859
Raub Brock Capital Management
California
$257K +$257K +2,050 New
RA
860
RFG Advisory
Alabama
$256K +$23.5K +187 +10%
EFS
861
Essex Financial Services
Connecticut
$255K -$251 -2 -0.1%
SCA
862
Sage Capital Advisors
South Dakota
$252K -$138K -1,099 -35%
CCMG
863
Clark Capital Management Group
Pennsylvania
$252K -$13.2K -105 -5%
Lazard Asset Management
864
Lazard Asset Management
New York
$251K -$255K
TC
865
Tacita Capital
Ontario, Canada
$251K +$251K +2,000 New
FPCM
866
Financial Partners Capital Management
New York
$250K
PCG
867
Private Capital Group
Connecticut
$249K +$72.9K +581 +41%
SCP
868
Silverleafe Capital Partners
Tennessee
$247K -$708K -5,637 -74%
I
869
INVST
Indiana
$247K +$247K +1,947 New
NEPWA
870
New England Private Wealth Advisors
Massachusetts
$247K +$247K +1,963 New
PWLP
871
Prio Wealth Limited Partnership
Massachusetts
$242K -$2.64K -21 -1%
TCM
872
TD Capital Management
Tennessee
$242K +$242K +1,925 New
SWA
873
SOA Wealth Advisors
New York
$241K -$1K -8 -0.4%
JBA
874
Johnson Bixby & Associates
Washington
$241K
RPC
875
Rossmore Private Capital
Connecticut
$240K