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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $225M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
11
Increased
18
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
1
Cerity Partners OCIO
New York
$15.1M
2
F
2
FutureAdvisor
California
$28.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$4.97M
4
VKH
4
Virtu KCG Holdings
New York
$4.88M
5
Jane Street
5
Jane Street
New York
$4.04M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$1.17M
2
NEPWA
2
New England Private Wealth Advisors
Massachusetts
$0
3
BMM
3
Buffington Mohr McNeal
Idaho
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.24M
5
TCM
5
TD Capital Management
Tennessee
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$1.59M 15,984 +1,912 +14%
MAS
27
Madden Advisory Services
Florida
$1.58M 15,875 -1,315 -8%
MWM
28
Modera Wealth Management
New Jersey
$1.17M 11,792 -63,450 -84%
3AM
29
3D Asset Management
Connecticut
$992K 9,981 +1,245 +14%
AIA
30
Arbor Investment Advisors
North Carolina
$727K 7,312 +642 +10%
PVH
31
Psagot Value Holdings
Israel
$675K 6,793 -576 -8%
B
32
Baird
Wisconsin
$617K 6,205 -4,295 -41%
PAG
33
Private Advisor Group
New Jersey
$579K 5,823 +1,297 +29%
KL
34
KWMG LLC
Kansas
$571K 5,713 – –
RFS
35
Rockefeller Financial Services
New York
$567K 5,710 – –
AIG
36
American International Group
New York
$564K 5,676 -21 -0.4%
SPC
37
Sigma Planning Corp
Michigan
$519K 5,218 -302 -5%
AIM
38
Allen Investment Management
New York
$444K 4,470 – –
TCM
39
TD Capital Management
Tennessee
$429K 4,319 -13,032 -75%
LG
40
LaFleur & Godfrey
Michigan
$366K 3,685 – –
RBC
41
Ronald Blue & Co
Georgia
$364K 3,662 -11,833 -76%
DIA
42
Dana Investment Advisors
Wisconsin
$348K 3,505 -796 -19%
AIM
43
Acropolis Investment Management
Missouri
$292K 2,935 – –
Stifel Financial
44
Stifel Financial
Missouri
$291K 2,933 +489 +20%
GLA
45
Great Lakes Advisors
Illinois
$278K 2,796 -422 -13%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$238K 2,400 – –
AA
47
Alesco Advisors
New York
$237K 2,381 +68 +3%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$228K 2,292 +921 +67%
BBA
49
BLB&B Advisors
Pennsylvania
$223K 2,240 -480 -18%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$208K 2,093 +2,093 New
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