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iShares 0-5 Year TIPS Bond ETF

75 hedge funds and large institutions have $305M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 7375 (+2)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

9.31% less ownership

Funds ownership: 47.64%38.33% (-9.3%)

16% less capital invested

Capital invested by funds: $363M → $305M (-$57.6M)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
25
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
26
Madden Advisory Services
Florida
$1.39M -$7.57K -75 -0.5%
LPL Financial
27
LPL Financial
California
$1.22M -$28.7K -284 -2%
AG
28
Advisor Group
Arizona
$1.1M -$88.6K -877 -7%
PVH
29
Psagot Value Holdings
Israel
$1.09M +$16.8K +166 +2%
SPC
30
Sigma Planning Corp
Michigan
$1.07M +$106K +1,049 +11%
GAM
31
Gould Asset Management
California
$948K +$46K +456 +5%
3AM
32
3D Asset Management
Connecticut
$912K -$29.4K -291 -3%
Ameriprise
33
Ameriprise
Minnesota
$783K +$398K +3,941 +105%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$783K +$504K +4,986 +181%
Barclays
35
Barclays
United Kingdom
$780K -$4.04K -40 -0.5%
IF
36
Ironwood Financial
Arizona
$728K -$95.5K -946 -12%
MNA
37
Manning & Napier Advisors
New York
$616K
RFS
38
Rockefeller Financial Services
New York
$577K
FTUS
39
Flow Traders U.S.
New York
$571K +$570K +5,648 New
KL
40
KWMG LLC
Kansas
$526K -$23.5K -233 -4%
AA
41
Alesco Advisors
New York
$474K +$99K +980 +26%
SFPM
42
Sensible Financial Planning & Management
Massachusetts
$450K +$202 +2 +0%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$448K -$86.9K -861 -16%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$408K +$5.05K +50 +1%
DIA
45
Dana Investment Advisors
Wisconsin
$402K
AIA
46
Arbor Investment Advisors
North Carolina
$392K +$53.9K +534 +16%
LG
47
LaFleur & Godfrey
Michigan
$388K
Stifel Financial
48
Stifel Financial
Missouri
$319K -$37.4K -370 -10%
UCFA
49
United Capital Financial Advisors
Texas
$306K -$16.6M -164,194 -98%
FAAS
50
First Allied Advisory Services
California
$293K +$63.6K +630 +28%