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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.28B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
251
Holders Change
-16
Holders Change %
-5.99%
% of All Funds
5.54%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
24
Increased
91
Reduced
101
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$141M
2
RJA
2
Raymond James & Associates
Florida
$21.4M
3
AIA
3
Arbor Investment Advisors
North Carolina
$9.26M
4
HC
4
HNP Capital
New York
$8.64M
5
Bank of America
5
Bank of America
North Carolina
$89.5M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$2.49M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$44.3M
5
LJAC
5
L.J. Altfest & Co
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WFWM
26
Wechter Feldman Wealth Management
New Jersey
$11.2M 111,858 +5,365 +5%
TC
27
Trilogy Capital
California
$10.2M 101,051 -19,127 -16%
LWA
28
LWS Wealth Advisors
New Jersey
$9.81M 99,953 -6,696 -6%
TFF
29
The Family Firm
Maryland
$9.7M 97,125 -1,025 -1%
AA
30
Alesco Advisors
New York
$9.56M 95,722 +12,123 +15%
AIA
31
Arbor Investment Advisors
North Carolina
$9.26M 92,691 +76,632 +477%
RT
32
Rockland Trust
Massachusetts
$9.02M 90,251 +13,411 +17%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$8.82M 88,257 -7,454 -8%
PGA
34
Portland Global Advisors
Maine
$8.69M 86,966 +15,955 +22%
CC
35
Courier Capital
New York
$8.64M 85,896 +741 +0.9%
HC
36
HNP Capital
New York
$8.64M 85,896 +68,177 +385%
SFPM
37
Sensible Financial Planning & Management
Massachusetts
$8.45M 84,600 +4,277 +5%
PPW
38
Pasadena Private Wealth
California
$8.44M 83,649 -24,601 -23%
SHWM
39
Smith & Howard Wealth Management
Georgia
$7.9M 79,045 +2,790 +4%
OC
40
Oppenheimer & Co
New York
$7.7M 77,038 -2,298 -3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$7.17M 71,815 -11,078 -13%
Osaic Holdings
42
Osaic Holdings
Arizona
$7M 1,296,171 +1,296,171 New
TPWA
43
TRUE Private Wealth Advisors
Oregon
$6.79M 67,923 -19,973 -23%
EPA
44
Element Pointe Advisors
Florida
$6.34M 63,446 +38,740 +157%
CA
45
Cambridge Associates
Massachusetts
$6.2M 62,027 – –
AWE
46
Avidian Wealth Enterprises
Texas
$6.12M 61,302 -3,942 -6%
HighTower Advisors
47
HighTower Advisors
Illinois
$5.98M 60,075 +2,196 +4%
UCFA
48
United Capital Financial Advisors
Texas
$5.78M 57,869 -11,901 -17%
B
49
Bridgeworth
Alabama
$5.68M 56,839 +4,931 +9%
PAG
50
Private Advisor Group
New Jersey
$5.63M 56,363 -9,606 -15%
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