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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

65 hedge funds and large institutions have $168M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
9
Increased
21
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$7.99M
2
PCA
2
Personal Capital Advisors
California
$9.5M
3
Jane Street
3
Jane Street
New York
$3.06M
4
UCFA
4
United Capital Financial Advisors
Texas
$1.51M
5
Bank of America
5
Bank of America
North Carolina
$17.6M

Top Sellers

1
JIR
1
James Investment Research
Ohio
$3.81M
2
MWM
2
Modera Wealth Management
New Jersey
$2.39M
3
U
3
UBS
Switzerland
$13.5M
4
CS
4
Comerica Securities
Michigan
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$1.51M 14,986 +14,986 New
LNC
27
Lincoln National Corp
Pennsylvania
$1.37M 13,603 -1,129 -8%
AIA
28
Arbor Investment Advisors
North Carolina
$1.08M 10,774 -1,990 -16%
LI
29
LVZ Inc
Michigan
$930K 9,252 -919 -9%
3AM
30
3D Asset Management
Connecticut
$887K 8,826 +203 +2%
CNB
31
City National Bank
California
$755K 7,509 +5,297 +239%
AIG
32
American International Group
New York
$733K 7,299 +1,930 +36%
DIA
33
Dana Investment Advisors
Wisconsin
$713K 7,097 -3,537 -33%
GLA
34
Great Lakes Advisors
Illinois
$675K 6,716 -28 -0.4%
PVH
35
Psagot Value Holdings
Israel
$675K 6,714 +1,099 +20%
RFS
36
Rockefeller Financial Services
New York
$574K 5,710 +5,710 New
RBC
37
Ronald Blue & Co
Georgia
$540K 5,374 -2,937 -35%
PAMG
38
Patton Albertson Miller Group
Tennessee
$395K 3,927 -1,765 -31%
VC
39
Vicus Capital
Pennsylvania
$392K 3,899 +1,204 +45%
WA
40
Winfield Associates
Ohio
$330K 3,279 -500 -13%
PAG
41
Private Advisor Group
New Jersey
$324K 3,226 +3,226 New
AIM
42
Acropolis Investment Management
Missouri
$295K 2,935 +2,935 New
BBA
43
BLB&B Advisors
Pennsylvania
$273K 2,720 – –
Stifel Financial
44
Stifel Financial
Missouri
$265K 2,640 +43 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$241K 2,400 – –
HFS
46
HL Financial Services
Kentucky
$236K 2,350 -110 -4%
LG
47
LaFleur & Godfrey
Michigan
$225K 2,235 +2,235 New
CP
48
Cumberland Partners
Ontario, Canada
$221K 2,200 – –
CWM
49
Concert Wealth Management
California
$207K 2,050 +10 +0.5%
NL
50
NWAM LLC
Washington
$202K 2,014 +39 +2%
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