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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.25B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 33 closing their positions.

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.95%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
55
Increased
83
Reduced
62
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$131M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.9M
3
UBS Group
3
UBS Group
Switzerland
$52M
4
AMM
4
American Money Management
California
$7.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$102M
2
BlackRock
2
BlackRock
New York
$95M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
DWM
4
Destination Wealth Management
California
$38.8M
5
JIR
5
James Investment Research
Ohio
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
TFF
26
The Family Firm
Maryland
$9.87M 100,705 -879 -0.9%
SCM
27
Stordahl Capital Management
Colorado
$9.69M 98,874 -13,871 -12%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$8.49M 86,643 +53,745 +163%
HCA
29
Heck Capital Advisors
Wisconsin
$8.3M 84,635 -173 -0.2%
CCM
30
Coldstream Capital Management
Washington
$8.03M 81,883 +15,690 +24%
AMM
31
American Money Management
California
$7.95M 81,061 +70,293 +653%
UCFA
32
United Capital Financial Advisors
Texas
$7.55M 77,019 -30,167 -28%
WA
33
WestEnd Advisors
North Carolina
$7.33M 74,789 +12,983 +21%
PWMG
34
Prestige Wealth Management Group
New Jersey
$7.32M 74,659 +74,659 New
CC
35
Courier Capital
New York
$7.18M 73,219 +1,520 +2%
BAMG
36
Brand Asset Management Group
Missouri
$7.08M 72,218 +1,711 +2%
CL
37
CPWM LLC
Washington
$6.67M 68,072 -2,052 -3%
LPL Financial
38
LPL Financial
California
$6.57M 67,010 +1,990 +3%
CCA
39
Clearwater Capital Advisors
Illinois
$6.27M 63,911 -1,632 -2%
S
40
Surevest
California
$6.17M 62,975 +62,975 New
PAG
41
Private Advisor Group
New Jersey
$6.14M 62,625 -4,771 -7%
MGIA
42
Moneta Group Investment Advisors
Missouri
$5.55M 56,570 +1,780 +3%
LNC
43
Lincoln National Corp
Pennsylvania
$5.23M 53,336 +1,042 +2%
JIR
44
James Investment Research
Ohio
$4.98M 50,819 -72,561 -59%
HWA
45
Hillcrest Wealth Advisors
New Jersey
$4.9M 49,980 +49,980 New
RT
46
Rockland Trust
Massachusetts
$4.71M 48,015 +4,090 +9%
SIAM
47
Sterling Investment Advisors (Missouri)
Missouri
$4.69M 47,859 -1,268 -3%
MAS
48
Madden Advisory Services
Florida
$4.42M 45,118 +38,433 +575%
BAAM
49
Baker Avenue Asset Management
California
$4.27M 43,527 +43,527 New
OC
50
Oppenheimer & Co
New York
$4.1M 41,860 +41,860 New
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