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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$47.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.5M
3
KLC
3
Knowledge Leaders Capital
Colorado
$9.23M
4
PCA
4
Personal Capital Advisors
California
$78.8M
5
LF
5
Lee Financial
Texas
$32.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$10.2M
2
BlackRock
2
BlackRock
New York
$135M
3
QFA
3
Quattro Financial Advisors
Texas
$4.09M
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$31K
5
UBS Group
5
UBS Group
Switzerland
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$8.74M 87,657 +13,510 +18%
WFWM
27
Wechter Feldman Wealth Management
New Jersey
$8.33M 83,533 +56,539 +209%
CONA
28
Capital One National Association
New York
$7.19M 72,151 +7,433 +11%
DRS
29
Deane Retirement Strategies
Louisiana
$7.06M 70,833 +1,285 +2%
CL
30
CPWM LLC
Washington
$7.05M 70,719 -32 -0%
HCA
31
Heck Capital Advisors
Wisconsin
$6.94M 69,612 +22,565 +48%
BAMG
32
Brand Asset Management Group
Missouri
$6.85M 68,697 +68,697 New
CC
33
Courier Capital
New York
$6.48M 65,026 +9,585 +17%
CCA
34
Clearwater Capital Advisors
Illinois
$6M 60,161 +16,087 +36%
CCM
35
Coldstream Capital Management
Washington
$5.77M 57,858 +57,858 New
LPL Financial
36
LPL Financial
California
$5.61M 56,295 +19,336 +52%
WA
37
WestEnd Advisors
North Carolina
$5.52M 55,362 +4,154 +8%
LNC
38
Lincoln National Corp
Pennsylvania
$5.31M 53,298 +6,395 +14%
FWM
39
Focused Wealth Management
New York
$5.27M 52,823 -2,332 -4%
Goldman Sachs
40
Goldman Sachs
New York
$4.98M 49,934 +2,506 +5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.76M 47,697 +6,511 +16%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$4.74M 47,519 +37,688 +383%
SIAM
43
Sterling Investment Advisors (Missouri)
Missouri
$4.7M 47,114 +3,237 +7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.47M 44,792 -20,800 -32%
Wolverine Trading
45
Wolverine Trading
Illinois
$4.18M 41,780 – –
IA
46
IndexIQ Advisors
New York
$4.16M 41,695 +22,464 +117%
QFA
47
Quattro Financial Advisors
Texas
$4.09M 41,182 -39,970 -49%
RA
48
RFG Advisory
Alabama
$3.79M 38,001 +1,773 +5%
NPP
49
New Potomac Partners
Maryland
$3.73M 37,455 -425 -1%
SPC
50
Sigma Planning Corp
Michigan
$3.63M 36,429 +11,941 +49%
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