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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
5.32%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
35
Increased
117
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$160M
2
Bank of America
2
Bank of America
North Carolina
$160M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$71.5M
4
LJAC
4
L.J. Altfest & Co
New York
$40M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15M

Top Sellers

1
LF
1
Lee Financial
Texas
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.81M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$301K
4
HH
4
Hilltop Holdings
Texas
$6.46M
5
QWM
5
Quaker Wealth Management
New Jersey
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
FNC
26
First National Corp
Massachusetts
$12.1M 62,891 +7,755 +14%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$11.8M 113,488 +28,423 +33%
TC
28
Trilogy Capital
California
$11.4M 109,693 +6,765 +7%
SFPM
29
Sensible Financial Planning & Management
Massachusetts
$11.3M 108,898 +8,768 +9%
WFWM
30
Wechter Feldman Wealth Management
New Jersey
$11M 105,905 -5,654 -5%
MERSOM
31
Municipal Employees' Retirement System of Michigan
Michigan
$10.7M 102,546 – –
PGA
32
Portland Global Advisors
Maine
$10.6M 101,410 +9,015 +10%
AA
33
Alesco Advisors
New York
$10.5M 101,060 +7,246 +8%
LWA
34
LWS Wealth Advisors
New Jersey
$9.71M 93,338 +1,454 +2%
TFF
35
The Family Firm
Maryland
$9.66M 92,812 +1,001 +1%
Osaic Holdings
36
Osaic Holdings
Arizona
$9.59M 92,394 +7,475 +9%
SHWM
37
Smith & Howard Wealth Management
Georgia
$9.51M 91,410 +6,986 +8%
CC
38
Courier Capital
New York
$9.27M 89,944 +3,884 +5%
LFA
39
Landmark Financial Advisors
Kentucky
$9.12M 88,029 +24,706 +39%
LF
40
Lee Financial
Texas
$8.84M 84,986 -124,830 -59%
Jane Street
41
Jane Street
New York
$8.78M 84,324 +84,324 New
QWM
42
Quaker Wealth Management
New Jersey
$8.75M 84,052 -38,497 -31%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$8.73M 83,873 -25,692 -23%
OC
44
Oppenheimer & Co
New York
$8.27M 79,501 +1,195 +2%
BAAM
45
Baker Avenue Asset Management
California
$7.62M 73,246 +17,832 +32%
SIA
46
Soltis Investment Advisors
Utah
$7.57M 72,748 +5,333 +8%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$7.51M 72,212 +103 +0.1%
GAM
48
Gould Asset Management
California
$7.05M 67,747 +28,235 +71%
PPW
49
Pasadena Private Wealth
California
$6.8M 65,356 +6,992 +12%
NA
50
NextCapital Advisers
Illinois
$6.61M 63,507 +12,997 +26%
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