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iShares 0-5 Year TIPS Bond ETF

73 hedge funds and large institutions have $363M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $323M → $363M (+$40.2M)

4% more funds holding

Funds holding: 7073 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2.04% less ownership

Funds ownership: 49.69%47.64% (-2%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
24
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$1.97M -$1.63M -16,173 -45%
FIM
27
Freedom Investment Management
Connecticut
$1.67M +$330K +3,277 +25%
PAG
28
Private Advisor Group
New Jersey
$1.62M +$519K +5,155 +48%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.53M +$400K +3,966 +36%
CWM
30
Concert Wealth Management
California
$1.52M -$1.51M -14,966 -50%
MAS
31
Madden Advisory Services
Florida
$1.4M -$40.8K -405 -3%
LPL Financial
32
LPL Financial
California
$1.26M -$1.24M -12,355 -50%
AG
33
Advisor Group
Arizona
$1.19M +$1.18M +11,732 New
PVH
34
Psagot Value Holdings
Israel
$1.08M +$77.3K +767 +8%
SPC
35
Sigma Planning Corp
Michigan
$972K +$22K +218 +2%
3AM
36
3D Asset Management
Connecticut
$946K +$4.43K +44 +0.5%
GAM
37
Gould Asset Management
California
$906K +$56.4K +560 +7%
IF
38
Ironwood Financial
Arizona
$827K -$116K -1,149 -12%
Barclays
39
Barclays
United Kingdom
$787K +$781K +7,755 New
Citadel Advisors
40
Citadel Advisors
Florida
$650K +$645K +6,402 New
RBC
41
Ronald Blue & Co
Georgia
$605K -$870K -8,633 -59%
RFS
42
Rockefeller Financial Services
New York
$580K
KL
43
KWMG LLC
Kansas
$551K -$16.8K -167 -3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$537K -$891K -8,846 -63%
MNA
45
Manning & Napier Advisors
New York
$453K
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$451K -$3.53K -35 -0.8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$405K -$22.9K -227 -5%
DIA
48
Dana Investment Advisors
Wisconsin
$404K
LG
49
LaFleur & Godfrey
Michigan
$389K
Ameriprise
50
Ameriprise
Minnesota
$379K -$154K -1,530 -29%