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iShares 0-5 Year TIPS Bond ETF

65 hedge funds and large institutions have $284M invested in iShares 0-5 Year TIPS Bond ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

18% more funds holding

Funds holding: 5565 (+10)

0% more capital invested

Capital invested by funds: $283M → $284M (+$1.3M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.15% less ownership

Funds ownership: 46.14%45.98% (-0.15%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
14
Increased
18
Reduced
20
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
26
Dana Investment Advisors
Wisconsin
$1.45M +$556K +5,503 +62%
PAS
27
Partnervest Advisory Services
California
$1.39M -$460K -4,552 -25%
3AM
28
3D Asset Management
Connecticut
$959K -$57.7K -571 -6%
IAS
29
INR Advisory Services
Pennsylvania
$719K
RBC
30
Ronald Blue & Co
Georgia
$717K +$716K +7,086 New
AIA
31
Arbor Investment Advisors
North Carolina
$703K +$702K +6,948 New
CS
32
Comerica Securities
Michigan
$673K +$673K +6,659 New
AIG
33
American International Group
New York
$514K +$478K +4,731 +1,340%
AUIM
34
Aegon USA Investment Management
Iowa
$497K -$20.3M -201,156 -98%
HPC
35
HM Payson & Co
Maine
$493K
CHFS
36
Cobble Hill Financial Services
New Jersey
$405K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$361K +$31.1K +308 +9%
FTIOP
38
Fiduciary Trust International of Pennsylvania
Pennsylvania
$356K -$50.5K -500 -12%
SNC
39
Stifel Nicolaus & Co
Missouri
$330K -$2.53M -25,054 -88%
VKH
40
Virtu KCG Holdings
New York
$324K +$324K +3,208 New
BBA
41
BLB&B Advisors
Pennsylvania
$298K -$4.04K -40 -1%
VFS
42
VSR Financial Services
Kansas
$284K +$34.1K +337 +14%
Macquarie Group
43
Macquarie Group
Australia
$256K +$15.2K +150 +6%
HFS
44
HL Financial Services
Kentucky
$248K +$248K +2,450 New
Truist Financial
45
Truist Financial
North Carolina
$248K +$248K +2,452 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$243K
CP
47
Cumberland Partners
Ontario, Canada
$223K +$222K +2,200 New
RIA
48
Regal Investment Advisors
Michigan
$214K +$34.7K +343 +19%
NL
49
NWAM LLC
Washington
$211K -$1.01K -10 -0.5%
GIA
50
Granite Investment Advisors
New Hampshire
$202K