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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

63 hedge funds and large institutions have $255M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
6
Increased
20
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$16.8M
2
CPO
2
Cerity Partners OCIO
New York
$53.3M
3
BIT
3
BlackRock Institutional Trust
California
$16.8M
4
PCA
4
Personal Capital Advisors
California
$5.02M
5
Wells Fargo
5
Wells Fargo
California
$11M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$6.75M
2
Bank of America
2
Bank of America
North Carolina
$20.4M
3
USAA
3
United Services Automobile Association
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.22M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
26
LVZ Inc
Michigan
$1.05M 10,355 +658 +7%
RBC
27
Ronald Blue & Co
Georgia
$1.04M 10,245 -35,509 -78%
AIA
28
Arbor Investment Advisors
North Carolina
$1.03M 10,228 -2,477 -19%
3AM
29
3D Asset Management
Connecticut
$920K 9,097 -337 -4%
GLA
30
Great Lakes Advisors
Illinois
$720K 7,121 +7,121 New
AUIM
31
Aegon USA Investment Management
Iowa
$641K 6,342 +2,936 +86%
RFS
32
Rockefeller Financial Services
New York
$578K 5,710 – –
PAMG
33
Patton Albertson Miller Group
Tennessee
$575K 5,682 +3,272 +136%
AIG
34
American International Group
New York
$543K 5,369 +312 +6%
HPC
35
HM Payson & Co
Maine
$493K 4,877 – –
RIA
36
Regal Investment Advisors
Michigan
$443K 4,384 +353 +9%
CHFS
37
Cobble Hill Financial Services
New Jersey
$405K 4,000 +4,000 New
WA
38
Winfield Associates
Ohio
$382K 3,779 – –
BHB
39
Bank Hapoalim BM
Israel
– – – –
VFS
40
VSR Financial Services
Kansas
$293K 2,900 – –
BBA
41
BLB&B Advisors
Pennsylvania
$275K 2,720 – –
VC
42
Vicus Capital
Pennsylvania
$273K 2,695 – –
UCFA
43
United Capital Financial Advisors
Texas
$257K 2,537 +2,537 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$257K 2,537 +2,537 New
Stifel Financial
45
Stifel Financial
Missouri
$255K 2,523 +2,523 New
FTIOP
46
Fiduciary Trust International of Pennsylvania
Pennsylvania
$254K 2,510 -810 -24%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$243K 2,400 – –
CP
48
Cumberland Partners
Ontario, Canada
$223K 2,200 – –
TFA
49
Transamerica Financial Advisors
Florida
$219K 2,163 +1,531 +242%
HFS
50
HL Financial Services
Kentucky
$204K 2,020 -330 -14%
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