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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $190M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
18
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.85M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.81M
3
MWM
3
Modera Wealth Management
New Jersey
$7.45M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.31M
5
PCA
5
Personal Capital Advisors
California
$11.6M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
PWAG
2
Polaris Wealth Advisory Group
California
$0
3
JIR
3
James Investment Research
Ohio
$3.03M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CLOS
51
Compagnie Lombard Odier SCmA
Switzerland
$156K 1,574 – –
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$136K 1,371 +434 +46%
WA
53
WFG Advisors
Texas
$58K 590 -150 -20%
CHP
54
Cable Hill Partners
Oregon
$55K 553 +553 New
RIA
55
Regal Investment Advisors
Michigan
$45K 453 -324 -42%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$42K 420 -16,110 -97%
NPC
57
National Planning Corporation
California
$39.6K 400 +400 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$31K 310 – –
Deutsche Bank
59
Deutsche Bank
Germany
$29K 300 – –
WA
60
Winfield Associates
Ohio
$28K 279 -3,000 -91%
NFG
61
Next Financial Group
Texas
$20K 201 +1 +0.5%
M
62
MOTCO
Texas
$19K 190 -360 -65%
SFPM
63
Sensible Financial Planning & Management
Massachusetts
$16K 158 – –
BBHC
64
Brown Brothers Harriman & Co
New York
$4K 45 +45 New
ASN
65
Advisory Services Network
Georgia
$2K 16 +16 New
NC
66
NewSquare Capital
Pennsylvania
$1K 8 -37 -82%
TFA
67
Transamerica Financial Advisors
Florida
$1K 1 – –
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13 128 +128 New
CPO
69
Cerity Partners OCIO
New York
– – -121,896 Closed
PWAG
70
Polaris Wealth Advisory Group
California
– – -79,460 Closed
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
– – -30,872 Closed
Jane Street
72
Jane Street
New York
– – -30,436 Closed
RJA
73
Raymond James & Associates
Florida
– – -24,577 Closed
LI
74
LVZ Inc
Michigan
– – -9,252 Closed
CNB
75
City National Bank
California
– – -7,509 Closed
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