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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.63%
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
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$129M
2
Jane Street
2
Jane Street
New York
$37.6M
3
LJAC
3
L.J. Altfest & Co
New York
$36.9M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$11.6M
5
BFG
5
Barber Financial Group
Kansas
$9.96M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$25.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.24M
3
HCM
3
Horan Capital Management
Maryland
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$826K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DRS
26
Deane Retirement Strategies
Louisiana
$6.97M 69,548 +69,548 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.53M 65,592 -5,809 -8%
CONA
28
Capital One National Association
New York
$6.48M 64,718 +64,718 New
CC
29
Courier Capital
New York
$5.55M 55,441 +48,259 +672%
FWM
30
Focused Wealth Management
New York
$5.52M 55,155 +4,833 +10%
WA
31
WestEnd Advisors
North Carolina
$5.13M 51,208 -17,223 -25%
Goldman Sachs
32
Goldman Sachs
New York
$4.75M 47,428 +15,629 +49%
HCA
33
Heck Capital Advisors
Wisconsin
$4.71M 47,047 +47,047 New
LNC
34
Lincoln National Corp
Pennsylvania
$4.7M 46,903 -25,688 -35%
CCA
35
Clearwater Capital Advisors
Illinois
$4.41M 44,074 +44,074 New
SIAM
36
Sterling Investment Advisors (Missouri)
Missouri
$4.39M 43,877 +1,721 +4%
Wolverine Trading
37
Wolverine Trading
Illinois
$4.18M 41,780 +27,124 +185%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$4.13M 41,186 -26,360 -39%
NPP
39
New Potomac Partners
Maryland
$3.79M 37,880 +2,385 +7%
LPL Financial
40
LPL Financial
California
$3.7M 36,959 +2,579 +8%
RA
41
RFG Advisory
Alabama
$3.63M 36,228 +20,221 +126%
BBA
42
Braun-Bostich & Associates
Pennsylvania
$3.53M 35,204 +9,605 +38%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$3.24M 32,340 -160,943 -83%
NCM
44
New Capital Management
Texas
$3.21M 32,005 -966 -3%
B
45
Bridgeworth
Alabama
$3M 30,086 +15,840 +111%
HFBOT
46
Home Federal Bank of Tennessee
Tennessee
$2.87M 28,686 -5,305 -16%
MWM
47
Mascoma Wealth Management
New Hampshire
$2.8M 27,937 +27,937 New
GI
48
Gradient Investments
Minnesota
$2.71M 27,060 +5,046 +23%
WFWM
49
Wechter Feldman Wealth Management
New Jersey
$2.7M 26,994 -131 -0.5%
TNBTD
50
Trustmark National Bank Trust Department
Mississippi
$2.69M 26,895 +21,690 +417%
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