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iShares 0-5 Year TIPS Bond ETF

196 hedge funds and large institutions have $1.08B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

118% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 40

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

24% more funds holding

Funds holding: 158196 (+38)

12% more capital invested

Capital invested by funds: $965M → $1.08B (+$118M)

0.32% more ownership

Funds ownership: 55.56%55.88% (+0.32%)

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
4.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
44
Increased
87
Reduced
40
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$8.74M +$1.35M +13,510 +18%
WFWM
27
Wechter Feldman Wealth Management
New Jersey
$8.33M +$5.63M +56,539 +209%
CONA
28
Capital One National Association
New York
$7.19M +$740K +7,433 +11%
DRS
29
Deane Retirement Strategies
Louisiana
$7.06M +$128K +1,285 +2%
CL
30
CPWM LLC
Washington
$7.05M -$3.19K -32 -0%
HCA
31
Heck Capital Advisors
Wisconsin
$6.94M +$2.25M +22,565 +48%
BAMG
32
Brand Asset Management Group
Missouri
$6.85M +$6.84M +68,697 New
CC
33
Courier Capital
New York
$6.48M +$954K +9,585 +17%
CCA
34
Clearwater Capital Advisors
Illinois
$6M +$1.6M +16,087 +36%
CCM
35
Coldstream Capital Management
Washington
$5.77M +$5.76M +57,858 New
LPL Financial
36
LPL Financial
California
$5.61M +$1.93M +19,336 +52%
WA
37
WestEnd Advisors
North Carolina
$5.52M +$414K +4,154 +8%
LNC
38
Lincoln National Corp
Pennsylvania
$5.31M +$637K +6,395 +14%
FWM
39
Focused Wealth Management
New York
$5.27M -$232K -2,332 -4%
Goldman Sachs
40
Goldman Sachs
New York
$4.98M +$250K +2,506 +5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.75M +$648K +6,511 +16%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$4.74M +$3.75M +37,688 +383%
SIAM
43
Sterling Investment Advisors (Missouri)
Missouri
$4.7M +$322K +3,237 +7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.46M -$2.07M -20,800 -32%
Wolverine Trading
45
Wolverine Trading
Illinois
$4.18M
IA
46
IndexIQ Advisors
New York
$4.16M +$2.24M +22,464 +117%
QFA
47
Quattro Financial Advisors
Texas
$4.09M -$3.98M -39,970 -49%
RA
48
RFG Advisory
Alabama
$3.79M +$177K +1,773 +5%
NPP
49
New Potomac Partners
Maryland
$3.73M -$42.3K -425 -1%
SPC
50
Sigma Planning Corp
Michigan
$3.63M +$1.19M +11,941 +49%