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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
5.03%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.53%
New
26
Increased
86
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$59.9M
2
PCA
2
Personal Capital Advisors
California
$121M
3
SHWM
3
Smith & Howard Wealth Management
Georgia
$6.22M
4
UBS Group
4
UBS Group
Switzerland
$76.4M
5
CA
5
Cambridge Associates
Massachusetts
$6.21M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$150M
2
NA
2
Nottingham Advisors
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$27.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.8M
5
BlackRock
5
BlackRock
New York
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$10.6M 105,401 +7,750 +8%
TFF
27
The Family Firm
Maryland
$9.59M 95,747 -970 -1%
HCA
28
Heck Capital Advisors
Wisconsin
$9.1M 90,876 -2,814 -3%
TPWA
29
TRUE Private Wealth Advisors
Oregon
$8.77M 87,568 -1,687 -2%
CC
30
Courier Capital
New York
$8.49M 84,688 +1,935 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$8.26M 82,434 -26,198 -24%
QFA
32
Quattro Financial Advisors
Texas
$7.87M 78,602 – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$7.78M 77,702 +647 +0.8%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7.77M 77,589 +211 +0.3%
CCM
35
Coldstream Capital Management
Washington
$7.77M 77,547 -17,205 -18%
AA
36
Alesco Advisors
New York
$7.59M 75,734 +21,889 +41%
OC
37
Oppenheimer & Co
New York
$6.81M 67,957 +602 +0.9%
SFPM
38
Sensible Financial Planning & Management
Massachusetts
$6.8M 67,836 +34,136 +101%
Goldman Sachs
39
Goldman Sachs
New York
$6.75M 67,346 -39,902 -37%
PAG
40
Private Advisor Group
New Jersey
$6.73M 67,228 +1,094 +2%
AWE
41
Avidian Wealth Enterprises
Texas
$6.7M 66,894 +11,589 +21%
RT
42
Rockland Trust
Massachusetts
$6.7M 66,810 +10,080 +18%
NAS
43
Nicolet Advisory Services
Wisconsin
$6.64M 66,272 -5,622 -8%
UCFA
44
United Capital Financial Advisors
Texas
$6.48M 64,714 -5,932 -8%
S
45
Surevest
California
$6.47M 64,560 -1,096 -2%
SHWM
46
Smith & Howard Wealth Management
Georgia
$6.22M 62,131 +62,131 New
CA
47
Cambridge Associates
Massachusetts
$6.21M 62,027 +44,142 +247%
FIM
48
Freedom Investment Management
Connecticut
$6.16M 61,520 -10,254 -14%
CL
49
CPWM LLC
Washington
$6.15M 61,369 -1,915 -3%
BlackRock
50
BlackRock
New York
$6M 59,862 -40,801 -41%
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