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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $190M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
18
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.85M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.81M
3
MWM
3
Modera Wealth Management
New Jersey
$7.45M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.31M
5
PCA
5
Personal Capital Advisors
California
$11.6M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
PWAG
2
Polaris Wealth Advisory Group
California
$0
3
JIR
3
James Investment Research
Ohio
$3.03M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RBC
26
Ronald Blue & Co
Georgia
$1.53M 15,495 +10,121 +188%
LNC
27
Lincoln National Corp
Pennsylvania
$1.39M 14,072 +469 +3%
B
28
Baird
Wisconsin
$1.04M 10,500 +10,500 New
RC
29
RegentAtlantic Capital
New Jersey
$964K 9,733 +9,733 New
3AM
30
3D Asset Management
Connecticut
$865K 8,736 -90 -1%
PVH
31
Psagot Value Holdings
Israel
$730K 7,369 +655 +10%
AIA
32
Arbor Investment Advisors
North Carolina
$661K 6,670 -4,104 -38%
KL
33
KWMG LLC
Kansas
$568K 5,713 +5,713 New
RFS
34
Rockefeller Financial Services
New York
$565K 5,710 – –
AIG
35
American International Group
New York
$564K 5,697 -1,602 -22%
SPC
36
Sigma Planning Corp
Michigan
$547K 5,520 +5,520 New
PAG
37
Private Advisor Group
New Jersey
$448K 4,526 +1,300 +40%
AIM
38
Allen Investment Management
New York
$443K 4,470 +4,470 New
DIA
39
Dana Investment Advisors
Wisconsin
$426K 4,301 -2,796 -39%
VC
40
Vicus Capital
Pennsylvania
$386K 3,899 – –
LG
41
LaFleur & Godfrey
Michigan
$365K 3,685 +1,450 +65%
GLA
42
Great Lakes Advisors
Illinois
$319K 3,218 -3,498 -52%
PAMG
43
Patton Albertson Miller Group
Tennessee
$307K 3,102 -825 -21%
AIM
44
Acropolis Investment Management
Missouri
$291K 2,935 – –
BBA
45
BLB&B Advisors
Pennsylvania
$269K 2,720 – –
Stifel Financial
46
Stifel Financial
Missouri
$242K 2,444 -196 -7%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$238K 2,400 – –
AA
48
Alesco Advisors
New York
$229K 2,313 +2,313 New
CP
49
Cumberland Partners
Ontario, Canada
$218K 2,200 – –
NL
50
NWAM LLC
Washington
$202K 2,044 +30 +1%
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