We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

71 hedge funds and large institutions have $301M invested in iShares 0-5 Year TIPS Bond ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 6571 (+6)

6% more capital invested

Capital invested by funds: $284M → $301M (+$16.6M)

2.73% more ownership

Funds ownership: 45.98%48.71% (+2.7%)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
15
Increased
15
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Placemark Investments
Illinois
$1.77M -$12.2K -120 -0.7%
CS
27
Comerica Securities
Michigan
$1.43M +$763K +7,537 +113%
DIA
28
Dana Investment Advisors
Wisconsin
$1.35M -$91.7K -905 -6%
AIA
29
Arbor Investment Advisors
North Carolina
$1.28M +$583K +5,757 +83%
LNC
30
Lincoln National Corp
Pennsylvania
$1.21M +$1.21M +11,971 New
RC
31
RegentAtlantic Capital
New Jersey
$1.18M +$1.18M +11,671 New
CFS
32
Community Financial System
New York
$1.01M -$1.38M -13,615 -58%
LI
33
LVZ Inc
Michigan
$979K +$982K +9,697 New
3AM
34
3D Asset Management
Connecticut
$953K -$5.27K -52 -0.5%
IAS
35
INR Advisory Services
Pennsylvania
$717K
BA
36
BlackRock Advisors
Delaware
$711K +$714K +7,044 New
PAS
37
Partnervest Advisory Services
California
$702K -$686K -6,773 -49%
RFS
38
Rockefeller Financial Services
New York
$577K +$578K +5,710 New
Jane Street
39
Jane Street
New York
$545K +$546K +5,395 New
AIG
40
American International Group
New York
$511K -$2.73K -27 -0.5%
HPC
41
HM Payson & Co
Maine
$492K
FIG
42
Fusion Investment Group
Pennsylvania
$482K +$483K +4,770 New
RIA
43
Regal Investment Advisors
Michigan
$407K +$194K +1,916 +91%
WA
44
Winfield Associates
Ohio
$382K +$383K +3,779 New
AUIM
45
Aegon USA Investment Management
Iowa
$344K -$153K -1,508 -31%
FTIOP
46
Fiduciary Trust International of Pennsylvania
Pennsylvania
$335K -$20.3K -200 -6%
VFS
47
VSR Financial Services
Kansas
$293K +$9.32K +92 +3%
BBA
48
BLB&B Advisors
Pennsylvania
$275K -$22.5K -222 -8%
VC
49
Vicus Capital
Pennsylvania
$272K +$273K +2,695 New
Barclays
50
Barclays
United Kingdom
$261K +$264K +2,605 New