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iShares 0-5 Year TIPS Bond ETF

72 hedge funds and large institutions have $290M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

9% more funds holding

Funds holding: 6672 (+6)

0.1% more ownership

Funds ownership: 50.92%51.03% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $303M → $290M (-$12.5M)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
26
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
26
Madden Advisory Services
Florida
$1.4M -$58.5K -590 -4%
PAG
27
Private Advisor Group
New Jersey
$1.03M +$465K +4,690 +81%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$929K +$499K +5,033 +116%
3AM
29
3D Asset Management
Connecticut
$923K -$76.5K -772 -8%
PVH
30
Psagot Value Holdings
Israel
$910K +$372K +3,756 +69%
GAM
31
Gould Asset Management
California
$864K +$23.3K +235 +3%
AIG
32
American International Group
New York
$847K -$5.25K -53 -0.6%
MNA
33
Manning & Napier Advisors
New York
$793K
RFS
34
Rockefeller Financial Services
New York
$565K
VFS
35
VSR Financial Services
Kansas
$560K +$184K +1,852 +49%
KL
36
KWMG LLC
Kansas
$554K -$8.92K -90 -2%
SPC
37
Sigma Planning Corp
Michigan
$530K +$1.29K +13 +0.2%
AIM
38
Acropolis Investment Management
Missouri
$497K +$14.9K +150 +3%
Ameriprise
39
Ameriprise
Minnesota
$454K +$14.9K +150 +3%
SFPM
40
Sensible Financial Planning & Management
Massachusetts
$445K +$12.5K +126 +3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$406K +$80.4K +811 +25%
LG
42
LaFleur & Godfrey
Michigan
$379K
AIA
43
Arbor Investment Advisors
North Carolina
$377K -$204K -2,063 -35%
AA
44
Alesco Advisors
New York
$324K +$40.4K +408 +14%
Stifel Financial
45
Stifel Financial
Missouri
$314K +$49.9K +503 +19%
GLA
46
Great Lakes Advisors
Illinois
$261K -$10.1K -102 -4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$237K -$991 -10 -0.4%
VC
48
Vicus Capital
Pennsylvania
$233K
CIM
49
Cetera Investment Management
California
$225K +$226K +2,279 New
FAAS
50
First Allied Advisory Services
California
$225K +$226K +2,279 New