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iShares 0-5 Year TIPS Bond ETF

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
5.09%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
34
Increased
86
Reduced
77
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
226
Centaurus Financial
California
$4.68K +$2.05K +204 +78%
UBS AM
227
UBS AM
Illinois
$3.59K -$18.3K -184 -84%
EI
228
Ellevest Inc
New York
$3K +$3K +26 New
LWM
229
Lenox Wealth Management
Ohio
$2K -$24.1K -289 -92%
HWA
230
Heritage Wealth Advisors
Virginia
$1.3K +$1.3K +13 New
DRS
231
Deane Retirement Strategies
Louisiana
$1K
ADL
232
Asset Dedication LLC
California
$1K +$1K +11 New
SIM
233
Sonora Investment Management
Arizona
$1K +$1K +14 New
WCM
234
Weatherstone Capital Management
Colorado
-$2.28M -23,105 Closed
FAM
235
Formidable Asset Management
Ohio
-$1.69M -17,229 Closed
GPA
236
Guidance Point Advisors
Massachusetts
-$1.17M -11,938 Closed
JSA
237
Jacobson & Schmitt Advisors
Wisconsin
-$990K -10,098 Closed
CAM
238
Covenant Asset Management
New Jersey
-$815K -8,254 Closed
PWAG
239
Polaris Wealth Advisory Group
California
-$596K -6,079 Closed
GFP
240
Gryphon Financial Partners
Ohio
-$483K -4,869 Closed
CA
241
Calton & Associates
Florida
-$365K -3,727 Closed
AWM
242
Alterna Wealth Management
Texas
-$326K -3,327 Closed
BAM
243
Belpointe Asset Management
Nevada
-$230K -2,348 Closed
WT
244
Whittier Trust
California
-$49K -496 Closed
AIC
245
Ameritas Investment Company
Nebraska
-$39K -401 Closed
VNA
246
Valley National Advisers
Pennsylvania
-$18K -180 Closed
SMFS
247
Squar Milner Financial Services
California
-$15K -150 Closed
W
248
WealthOne
New York
-$14K -141 Closed
S
249
SignatureFD
Georgia
-$10K -101 Closed
William Blair & Company
250
William Blair & Company
Illinois
-$5K -48 Closed