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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 %
VCA
951
Verdence Capital Advisors
Maryland
$223K +$223K +1,741 New
SWM
952
Shakespeare Wealth Management
Wisconsin
$219K
EW
953
Element Wealth
Mississippi
$217K +$25.6K +200 +13%
PH
954
Pinnacle Holdings
Oklahoma
$216K -$256 -2 -0.1%
BFA
955
Benedict Financial Advisors
Georgia
$215K
PCG
956
Private Capital Group
Connecticut
$213K -$41.4K -323 -16%
GKWIM
957
Gerber Kawasaki Wealth & Investment Management
California
$210K
ONB
958
Old National Bancorp
Indiana
$209K +$209K +1,632 New
WDG
959
Wealth Dimensions Group
Ohio
$208K -$20.7K -162 -9%
WAM
960
Weatherly Asset Management
California
$207K
SFP
961
Sterling Financial Planning
New Jersey
$206K +$168K +1,312 +439%
CPWM
962
Cardinal Point Wealth Management
California
$205K
MCCP
963
Mission Creek Capital Partners
California
$204K -$769 -6 -0.4%
GWM
964
Greenwich Wealth Management
Connecticut
$202K +$202K +1,579 New
HIM
965
Harbour Investment Management
Washington
$202K +$202K +1,581 New
MWM
966
Midwest Wealth Management
Indiana
$201K -$5.75K -45 -3%
KFS
967
Kelly Financial Services
Massachusetts
$201K +$200K +25,652 +19,001%
RBC
968
Roble Belko & Company
Pennsylvania
$199K
LFG
969
Larson Financial Group
Missouri
$193K -$11.2K -87 -5%
MHR
970
Matthew Hamilton Rosenberg
$193K
LWCFA
971
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$192K +$192K +1,500 New
FFG
972
Ford Financial Group
California
$189K -$331K -2,596 -64%
GLLW
973
Graves Light Lenhart Wealth
Virginia
$187K -$6.42K -50 -3%
HWA
974
HHM Wealth Advisors
Tennessee
$187K
RDFA
975
Ritter Daniher Financial Advisory
Ohio
$177K +$146K +1,140 +471%