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iShares 0-5 Year TIPS Bond ETF
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90 hedge funds and large institutions have $343M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

20% more funds holding

Funds holding: 75 → 90 (+15)

12% more capital invested

Capital invested by funds: $305M → $343M (+$37.4M)

0.36% less ownership

Funds ownership: 38.33% → 37.98% (-0.36%)

Holders
90
Holders Change
+15
Holders Change %
+20%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
32
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.36M
3
JIR
James Investment Research
Ohio
+$4.93M
4
PCA
Personal Capital Advisors
California
+$4.16M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$3.08M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.26M
2
Morgan Stanley
Morgan Stanley
New York
-$5.16M
3
RPG
Risk Paradigm Group
Texas
-$3.45M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.84M
5
UBS Group
UBS Group
Switzerland
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$2.06M -$415K -4,119 -17%
Comerica Bank
27
Comerica Bank
Texas
$1.91M +$1.91M +18,918 New
FIM
28
Freedom Investment Management
Connecticut
$1.82M +$289K +2,868 +19%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.54M +$757K +7,514 +97%
KL
30
KWMG LLC
Kansas
$1.53M +$1.01M +10,001 +192%
BHB
31
Bank Hapoalim BM
Israel
$1.48M – – –
SPC
32
Sigma Planning Corp
Michigan
$1.36M +$292K +2,895 +27%
FI
33
FormulaFolio Investments
Michigan
$1.24M +$1.24M +12,268 New
B
34
Bridgeworth
Alabama
$1.22M +$1.22M +12,099 New
AG
35
Advisor Group
Arizona
$1.18M +$87.4K +868 +8%
GAM
36
Gould Asset Management
California
$971K +$26.7K +265 +3%
VKH
37
Virtu KCG Holdings
New York
$946K -$710K -7,050 -43%
MAS
38
Madden Advisory Services
Florida
$863K -$517K -5,135 -37%
Ameriprise
39
Ameriprise
Minnesota
$801K +$27.2K +270 +4%
Barclays
40
Barclays
United Kingdom
$777K – – –
RBC
41
Ronald Blue & Co
Georgia
$774K +$557K +5,531 +257%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$772K +$365K +3,625 +90%
CC
43
Courier Capital
New York
$708K +$708K +7,030 New
AA
44
Alesco Advisors
New York
$685K +$213K +2,113 +45%
IF
45
Ironwood Financial
Arizona
$640K -$85.3K -847 -12%
CTA
46
Chesley Taft & Associates
Illinois
$638K +$637K +6,330 New
Prudential Financial
47
Prudential Financial
New Jersey
$600K +$600K +5,961 New
RFS
48
Rockefeller Financial Services
New York
$575K – – –
RPG
49
Risk Paradigm Group
Texas
$552K -$3.45M -34,276 -86%
FTUS
50
Flow Traders U.S.
New York
$549K -$20.1K -200 -4%
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