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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.27%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$24.9M
2
Truist Financial
2
Truist Financial
North Carolina
$22.8M
3
CRC
3
Curi RMB Capital
Illinois
$18.6M
4
EC
4
Estate Counselors
Wisconsin
$14.5M
5
PCA
5
Personal Capital Advisors
California
$132M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Jane Street
2
Jane Street
New York
$2.47M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
CCM
4
Coldstream Capital Management
Washington
$817K
5
HCA
5
Heck Capital Advisors
Wisconsin
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$10K +$10K +104 New
HPC
252
HM Payson & Co
Maine
$7K -$10.2K -105 -59%
CA
253
Centerpoint Advisors
Massachusetts
$7K – – –
PWMG
254
Prestige Wealth Management Group
New Jersey
$7K – – –
FCM
255
Firestone Capital Management
Florida
$7K +$7K +74 New
FWM
256
Focused Wealth Management
New York
$6K -$8.68K -81 -59%
PA
257
Parallel Advisors
California
$6K -$6.21K -60 -51%
AF
258
Advisornet Financial
Minnesota
$5K +$4.67K +43 +1,433%
HWM
259
Howard Wealth Management
Connecticut
$5K +$5K +50 New
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.83K – – –
PCIA
261
Prime Capital Investment Advisors
Kansas
$3K -$28.8K -317 -91%
LWM
262
Lenox Wealth Management
Ohio
$3K +$517 +5 +21%
BW
263
Bison Wealth
Georgia
$3K +$3K +27 New
LWM
264
Liberty Wealth Management
California
$3K +$3K +32 New
IA
265
IndexIQ Advisors
New York
$1K – – –
DRS
266
Deane Retirement Strategies
Louisiana
$1K – – –
JCM
267
Jacobi Capital Management
Pennsylvania
$1K – – –
CS
268
Comerica Securities
Michigan
– -$3.13M -31,198 Closed
JPG
269
Jordan Park Group
California
– -$1.43M -14,294 Closed
KWA
270
KCS Wealth Advisory
California
– -$576K -5,749 Closed
BPA
271
Beacon Pointe Advisors
California
– -$320K -3,191 Closed
WT
272
Washington Trust
Rhode Island
– -$311K -3,100 Closed
AWA
273
Arete Wealth Advisors
Illinois
– -$255K -2,546 Closed
BFA
274
Beaumont Financial Advisors
Massachusetts
– -$235K -2,344 Closed
ZIG
275
Zurich Insurance Group
Switzerland
– -$133K -1,330 Closed
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11
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