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iShares 0-5 Year TIPS Bond ETF

146 hedge funds and large institutions have $775M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more funds holding

Funds holding: 110146 (+36)

9% more capital invested

Capital invested by funds: $712M → $775M (+$63M)

1.23% more ownership

Funds ownership: 53.61%54.83% (+1.2%)

Holders
146
Holders Change
+36
Holders Change %
+32.73%
% of All Funds
3.31%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
45
Increased
46
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Focused Wealth Management
New York
$5.03M +$5.04M +50,322 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$5M +$4.75M +47,426 +1,793%
Ameriprise
28
Ameriprise
Minnesota
$4.79M +$1.23M +12,284 +34%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$4.21M +$101K +1,003 +2%
BTIS
30
BB&T Investment Services
North Carolina
$4.07M +$1.41M +14,042 +52%
NPP
31
New Potomac Partners
Maryland
$3.54M +$3.56M +35,495 New
LPL Financial
32
LPL Financial
California
$3.43M +$699K +6,969 +25%
VF
33
Virtu Financial
New York
$3.42M +$2.82M +28,180 +467%
HFBOT
34
Home Federal Bank of Tennessee
Tennessee
$3.4M -$76K -758 -2%
SHIM
35
Stone House Investment Management
Pennsylvania
$3.34M +$161K +1,605 +5%
NCM
36
New Capital Management
Texas
$3.29M +$103K +1,026 +3%
Goldman Sachs
37
Goldman Sachs
New York
$3.18M +$1.22M +12,188 +62%
WP
38
WealthPLAN Partners
Nebraska
$2.8M +$2.81M +28,019 New
WFWM
39
Wechter Feldman Wealth Management
New Jersey
$2.71M +$2.72M +27,125 New
BBA
40
Braun-Bostich & Associates
Pennsylvania
$2.56M +$2.57M +25,599 New
GAM
41
Gould Asset Management
California
$2.5M +$371K +3,705 +17%
CS
42
Comerica Securities
Michigan
$2.48M +$88.8K +886 +4%
AG
43
Advisor Group
Arizona
$2.28M -$4.71K -47 -0.2%
GI
44
Gradient Investments
Minnesota
$2.2M +$2.21M +22,014 New
SPC
45
Sigma Planning Corp
Michigan
$2.13M +$102K +1,020 +5%
KL
46
KWMG LLC
Kansas
$1.93M +$733K +7,313 +61%
IA
47
IFG Advisory
Georgia
$1.79M +$1.79M +17,894 New
BCI
48
Brinker Capital Investments
Pennsylvania
$1.76M +$1.76M +17,573 +30,298%
AA
49
Alesco Advisors
New York
$1.74M +$647K +6,456 +59%
PAG
50
Private Advisor Group
New Jersey
$1.64M -$1.58M -15,743 -49%