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iShares 0-5 Year TIPS Bond ETF

110 hedge funds and large institutions have $712M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $661M → $712M (+$50.9M)

3.7% more ownership

Funds ownership: 49.91%53.61% (+3.7%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 113110 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
11
Increased
53
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.58M +$104K +1,037 +3%
HFBOT
27
Home Federal Bank of Tennessee
Tennessee
$3.49M +$49.8K +496 +1%
PAG
28
Private Advisor Group
New Jersey
$3.23M +$255K +2,534 +9%
NCM
29
New Capital Management
Texas
$3.21M +$20K +199 +0.6%
SHIM
30
Stone House Investment Management
Pennsylvania
$3.19M -$2.39M -23,822 -43%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.91M +$290K +2,891 +11%
LPL Financial
32
LPL Financial
California
$2.75M +$192K +1,911 +7%
BTIS
33
BB&T Investment Services
North Carolina
$2.71M +$2.18M +21,709 +420%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.48M -$240K -2,390 -9%
CS
35
Comerica Securities
Michigan
$2.4M +$17.3K +172 +0.7%
AG
36
Advisor Group
Arizona
$2.3M +$170K +1,691 +8%
LNC
37
Lincoln National Corp
Pennsylvania
$2.2M +$2.2M +21,929 New
GAM
38
Gould Asset Management
California
$2.15M +$932K +9,275 +77%
SPC
39
Sigma Planning Corp
Michigan
$2.04M +$160K +1,597 +9%
Goldman Sachs
40
Goldman Sachs
New York
$1.97M -$763K -7,592 -28%
Wolverine Trading
41
Wolverine Trading
Illinois
$1.8M +$345K +3,433 +24%
RC
42
RegentAtlantic Capital
New Jersey
$1.56M +$39.5K +393 +3%
FIM
43
Freedom Investment Management
Connecticut
$1.21M +$299K +2,973 +33%
KL
44
KWMG LLC
Kansas
$1.21M -$4.32K -43 -0.4%
AA
45
Alesco Advisors
New York
$1.1M +$61.3K +610 +6%
PFM
46
Phillips Financial Management
Indiana
$1.07M +$34.3K +341 +3%
BP
47
Ballentine Partners
Massachusetts
$1.04M +$4.32K +43 +0.4%
CSIA
48
Charles Schwab Investment Advisory
California
$963K +$338K +3,366 +54%
HighTower Advisors
49
HighTower Advisors
Illinois
$951K +$275K +2,737 +41%
AI
50
Atria Investments
North Carolina
$855K +$23.8K +237 +3%