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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

247 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 73 reducing their positions, and 29 closing their positions.

Holders
247
Holders Change
-4
Holders Change %
-1.59%
% of All Funds
5.08%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
26
Increased
106
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$126M
2
UBS Group
2
UBS Group
Switzerland
$65.1M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$57.8M
4
HH
4
Hilltop Holdings
Texas
$13M
5
AIA
5
Arbor Investment Advisors
North Carolina
$21.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.7M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$10.5M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$0
4
HC
4
HNP Capital
New York
$0
5
LF
5
Lee Financial
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
26
American Money Management
California
$12M +$369K +3,600 +3%
WFWM
27
Wechter Feldman Wealth Management
New Jersey
$11.4M -$30.6K -299 -0.3%
RT
28
Rockland Trust
Massachusetts
$11.3M +$2.02M +19,680 +22%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$11.2M +$2.18M +21,308 +24%
TC
30
Trilogy Capital
California
$10.6M +$193K +1,877 +2%
MERSOM
31
Municipal Employees' Retirement System of Michigan
Michigan
$10.5M -$35.5M -347,118 -77%
SFPM
32
Sensible Financial Planning & Management
Massachusetts
$10.3M +$1.59M +15,530 +18%
AA
33
Alesco Advisors
New York
$9.61M -$195K -1,908 -2%
PGA
34
Portland Global Advisors
Maine
$9.46M +$556K +5,429 +6%
LWA
35
LWS Wealth Advisors
New Jersey
$9.41M -$826K -8,069 -8%
TFF
36
The Family Firm
Maryland
$9.4M -$544K -5,314 -5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$9.18M -$4.01M -39,141 -30%
CC
38
Courier Capital
New York
$8.82M +$16.8K +164 +0.2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$8.71M +$6.9M +67,348 +380%
Osaic Holdings
40
Osaic Holdings
Arizona
$8.7M -$124M -1,211,252 -93%
SHWM
41
Smith & Howard Wealth Management
Georgia
$8.64M +$551K +5,379 +7%
OC
42
Oppenheimer & Co
New York
$8.02M +$130K +1,268 +2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$7.38M +$30.1K +294 +0.4%
TPWA
44
TRUE Private Wealth Advisors
Oregon
$7.09M +$136K +1,324 +2%
SIA
45
Soltis Investment Advisors
Utah
$6.9M +$1.26M +12,279 +22%
LFA
46
Landmark Financial Advisors
Kentucky
$6.5M +$4.11M +40,063 +172%
CA
47
Cambridge Associates
Massachusetts
$6.35M – – –
PPW
48
Pasadena Private Wealth
California
$5.98M -$2.59M -25,285 -30%
HWA
49
Heartwood Wealth Advisors
Virginia
$5.87M +$2.14M +31,704 +57%
BAAM
50
Baker Avenue Asset Management
California
$5.67M +$547K +5,342 +11%
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