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iShares 0-5 Year TIPS Bond ETF

71 hedge funds and large institutions have $301M invested in iShares 0-5 Year TIPS Bond ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 6571 (+6)

6% more capital invested

Capital invested by funds: $284M → $301M (+$16.6M)

2.73% more ownership

Funds ownership: 45.98%48.71% (+2.7%)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
15
Increased
15
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
51
Bank Hapoalim BM
Israel
$259K
VKH
52
Virtu KCG Holdings
New York
$248K -$76.7K -757 -24%
PAMG
53
Patton Albertson Miller Group
Tennessee
$243K +$244K +2,410 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$242K
HFS
55
HL Financial Services
Kentucky
$237K -$10.1K -100 -4%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$229K -$132K -1,299 -36%
CP
57
Cumberland Partners
Ontario, Canada
$222K
NL
58
NWAM LLC
Washington
$211K +$405 +4 +0.2%
GIA
59
Granite Investment Advisors
New Hampshire
$202K
PVH
60
Psagot Value Holdings
Israel
$153K -$8.51K -84 -5%
MFS
61
MSI Financial Services
Massachusetts
$152K +$5.57K +55 +4%
Ameriprise
62
Ameriprise
Minnesota
$145K -$21.3K -210 -13%
M
63
MOTCO
Texas
$145K
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$76K
TFA
65
Transamerica Financial Advisors
Florida
$64K -$13.6K -134 -17%
WA
66
WFG Advisors
Texas
$56K
Citigroup
67
Citigroup
New York
$44K -$31.6K -312 -42%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$31K
ACM
69
Antonetti Capital Management
Florida
$28K -$30.4K -300 -52%
MIM
70
Macroview Investment Management
Maryland
$15K
BIM
71
BlackRock Investment Management
Delaware
$11K -$24.8K -245 -68%
WEC
72
Winslow Evans & Crocker
Massachusetts
$10K +$10.1K +100 New
ASN
73
Advisory Services Network
Georgia
$2K +$2.33K +23 New
CIBC World Market
74
CIBC World Market
Ontario, Canada
-$2.3M -22,729 Closed
CHFS
75
Cobble Hill Financial Services
New Jersey
-$405K -4,000 Closed