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iShares TIPS Bond ETF

1,134 hedge funds and large institutions have $17.8B invested in iShares TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 545 increasing their positions, 309 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
+44
Holders Change %
+4.04%
% of All Funds
19.8%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
1.66%
New
117
Increased
545
Reduced
309
Closed
61
Calls
$97.8M
Puts
$226M
Net Calls
-$128M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
851
CGN Advisors
Kansas
$342K +$99.9K +781 +41%
EM
852
Excalibur Management
Massachusetts
$339K -$6.41K -50 -2%
FPCG
853
Fort Pitt Capital Group
Pennsylvania
$335K +$335K +2,614 New
SFI
854
SPC Financial Inc
Maryland
$334K -$21.1K -165 -6%
LPIC
855
LeJeune Puetz Investment Counsel
Michigan
$333K +$128 +1 +0%
AI
856
AdvisorShares Investments
Maryland
$333K +$333K +2,598 New
SWIG
857
Strategic Wealth Investment Group
Kentucky
$333K +$333K +2,604 New
SNT
858
Security National Trust
West Virginia
$332K
MWM
859
Mission Wealth Management
California
$331K -$65.3K -510 -16%
LFF
860
Level Four Financial
Texas
$330K
RA
861
RFG Advisory
Alabama
$330K +$69.5K +543 +27%
AWM
862
Adams Wealth Management
Utah
$328K +$52K +406 +19%
PG
863
Patten Group
Tennessee
$327K -$174K -1,360 -35%
LWM
864
Liberty Wealth Management
California
$327K +$297K +2,321 +992%
PWM
865
PRW Wealth Management
Massachusetts
$327K +$327K +2,554 New
TFS
866
TrustCore Financial Services
Tennessee
$326K
SCP
867
Syntal Capital Partners
Texas
$324K
BA
868
Bard Associates
Illinois
$324K
NNP
869
Nachman Norwood & Parrott
South Carolina
$322K
JPLA
870
Joseph P. Lucia & Associates
New York
$321K -$5.12K -40 -2%
EW
871
Emerson Wealth
Michigan
$316K +$713 +44 +0.2%
CF
872
Centaurus Financial
California
$314K -$11.3K -88 -3%
ICM
873
IMS Capital Management
Oregon
$313K
CF
874
Clarity Financial
Texas
$312K +$43.4K +339 +16%
APG
875
Abacus Planning Group
South Carolina
$311K