We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

108 hedge funds and large institutions have $604M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

76% more capital invested

Capital invested by funds: $343M → $604M (+$262M)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

20% more funds holding

Funds holding: 90108 (+18)

10.7% more ownership

Funds ownership: 37.98%48.68% (+11%)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
45
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.49M +$117K +1,162 +3%
SIAM
27
Sterling Investment Advisors (Missouri)
Missouri
$3.44M +$139K +1,375 +4%
NCM
28
New Capital Management
Texas
$3.22M -$10.5K -104 -0.3%
MIFH
29
Migdal Insurance & Financial Holdings
Israel
$3.22M +$120K +1,185 +4%
CFP
30
Cornerstone Financial Partners
North Carolina
$3.15M +$3.14M +31,112 New
PAG
31
Private Advisor Group
New Jersey
$2.89M +$396K +3,917 +16%
SG Americas Securities
32
SG Americas Securities
New York
$2.65M
CS
33
Comerica Securities
Michigan
$2.28M +$2.27M +22,474 New
Wolverine Trading
34
Wolverine Trading
Illinois
$2.19M +$121K +1,198 +6%
WA
35
WestEnd Advisors
North Carolina
$2.05M +$2.04M +20,199 New
RJA
36
Raymond James & Associates
Florida
$2.02M +$2.01M +19,891 New
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$1.71M +$1.7M +16,806 New
SPC
38
Sigma Planning Corp
Michigan
$1.7M +$326K +3,224 +24%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.69M +$1.68M +16,634 New
B
40
Bridgeworth
Alabama
$1.68M +$446K +4,409 +36%
NFG
41
Next Financial Group
Texas
$1.62M +$1.6M +15,780 +6,262%
FI
42
FormulaFolio Investments
Michigan
$1.52M +$274K +2,714 +22%
BHB
43
Bank Hapoalim BM
Israel
$1.5M
RC
44
RegentAtlantic Capital
New Jersey
$1.39M +$1.39M +13,712 New
FIM
45
Freedom Investment Management
Connecticut
$1.31M -$522K -5,161 -29%
AG
46
Advisor Group
Arizona
$1.28M +$86.7K +858 +7%
KL
47
KWMG LLC
Kansas
$1.25M -$295K -2,917 -19%
GAM
48
Gould Asset Management
California
$1.15M +$171K +1,690 +18%
Citadel Advisors
49
Citadel Advisors
Florida
$1.13M +$739K +7,316 +191%
Ameriprise
50
Ameriprise
Minnesota
$1.08M +$278K +2,751 +35%