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iShares 0-5 Year TIPS Bond ETF

69 hedge funds and large institutions have $262M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $225M → $262M (+$37M)

2.03% more ownership

Funds ownership: 44.37%46.4% (+2%)

1% more funds holding

Funds holding: 6869 (+1)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
22
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$1.55M -$44.5K -446 -3%
MAS
27
Madden Advisory Services
Florida
$1.54M -$48.9K -490 -3%
3AM
28
3D Asset Management
Connecticut
$1.01M +$16K +160 +2%
GAM
29
Gould Asset Management
California
$734K +$733K +7,345 New
Jane Street
30
Jane Street
New York
$732K -$3.32M -33,280 -82%
AIG
31
American International Group
New York
$638K +$71K +711 +13%
PVH
32
Psagot Value Holdings
Israel
$620K -$59.2K -593 -9%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$617K +$617K +6,175 New
KL
34
KWMG LLC
Kansas
$571K
RFS
35
Rockefeller Financial Services
New York
$571K
PAG
36
Private Advisor Group
New Jersey
$551K -$30.5K -305 -5%
MWM
37
Modera Wealth Management
New Jersey
$514K -$664K -6,651 -56%
SPC
38
Sigma Planning Corp
Michigan
$514K -$6.99K -70 -1%
AIA
39
Arbor Investment Advisors
North Carolina
$429K -$301K -3,016 -41%
LG
40
LaFleur & Godfrey
Michigan
$368K
AIM
41
Acropolis Investment Management
Missouri
$353K +$59.9K +600 +20%
DIA
42
Dana Investment Advisors
Wisconsin
$326K -$24.7K -247 -7%
AA
43
Alesco Advisors
New York
$325K +$87.1K +872 +37%
VFS
44
VSR Financial Services
Kansas
$312K +$312K +3,125 New
GLA
45
Great Lakes Advisors
Illinois
$278K -$1.2K -12 -0.4%
Stifel Financial
46
Stifel Financial
Missouri
$274K -$19.4K -194 -7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$259K +$50.2K +503 +24%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$258K +$28.8K +288 +13%
RBC
49
Ronald Blue & Co
Georgia
$253K -$113K -1,134 -31%
VC
50
Vicus Capital
Pennsylvania
$243K -$108K -1,084 -31%