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iShares 0-5 Year TIPS Bond ETF

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $775M → $965M (+$190M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more funds holding

Funds holding: 146158 (+12)

0.73% more ownership

Funds ownership: 54.83%55.56% (+0.73%)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DRS
26
Deane Retirement Strategies
Louisiana
$6.96M +$6.94M +69,548 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.53M -$580K -5,809 -8%
CONA
28
Capital One National Association
New York
$6.48M +$6.46M +64,718 New
CC
29
Courier Capital
New York
$5.55M +$4.81M +48,259 +672%
FWM
30
Focused Wealth Management
New York
$5.52M +$482K +4,833 +10%
WA
31
WestEnd Advisors
North Carolina
$5.13M -$1.72M -17,223 -25%
Goldman Sachs
32
Goldman Sachs
New York
$4.75M +$1.56M +15,629 +49%
HCA
33
Heck Capital Advisors
Wisconsin
$4.71M +$4.69M +47,047 New
LNC
34
Lincoln National Corp
Pennsylvania
$4.7M -$2.56M -25,688 -35%
CCA
35
Clearwater Capital Advisors
Illinois
$4.41M +$4.4M +44,074 New
SIAM
36
Sterling Investment Advisors (Missouri)
Missouri
$4.39M +$172K +1,721 +4%
Wolverine Trading
37
Wolverine Trading
Illinois
$4.18M +$2.71M +27,124 +185%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$4.13M -$2.63M -26,360 -39%
NPP
39
New Potomac Partners
Maryland
$3.79M +$238K +2,385 +7%
LPL Financial
40
LPL Financial
California
$3.7M +$257K +2,579 +8%
RA
41
RFG Advisory
Alabama
$3.63M +$2.02M +20,221 +126%
BBA
42
Braun-Bostich & Associates
Pennsylvania
$3.52M +$958K +9,605 +38%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$3.24M -$16.1M -160,943 -83%
NCM
44
New Capital Management
Texas
$3.21M -$96.4K -966 -3%
B
45
Bridgeworth
Alabama
$3M +$1.58M +15,840 +111%
HFBOT
46
Home Federal Bank of Tennessee
Tennessee
$2.87M -$529K -5,305 -16%
MWM
47
Mascoma Wealth Management
New Hampshire
$2.8M +$2.79M +27,937 New
GI
48
Gradient Investments
Minnesota
$2.71M +$503K +5,046 +23%
WFWM
49
Wechter Feldman Wealth Management
New Jersey
$2.7M -$13.1K -131 -0.5%
TNBTD
50
Trustmark National Bank Trust Department
Mississippi
$2.69M +$2.16M +21,690 +417%