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iShares 0-5 Year TIPS Bond ETF

72 hedge funds and large institutions have $290M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

9% more funds holding

Funds holding: 6672 (+6)

0.1% more ownership

Funds ownership: 50.92%51.03% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $303M → $290M (-$12.5M)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
26
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
51
BLB&B Advisors
Pennsylvania
$220K -$6.64K -67 -3%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$212K -$53.5K -540 -20%
NL
53
NWAM LLC
Washington
$202K +$213K +2,144 New
MFS
54
MSI Financial Services
Massachusetts
$129K +$130K +1,307 New
IA
55
IFP Advisors
Florida
$107K +$107K +1,080 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$75K
GWM
57
Gupta Wealth Management
California
$59K -$49.6K -500 -45%
AFP
58
Ausdal Financial Partners
Iowa
$54K +$54.5K +550 New
WA
59
WFG Advisors
Texas
$48K -$14K -141 -22%
CCS
60
Crosspoint Capital Strategies
California
$45K +$44.9K +453 New
WA
61
Winfield Associates
Ohio
$28K
M
62
MOTCO
Texas
$19K
NFG
63
Next Financial Group
Texas
$19K
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$17K +$16.8K +169 New
OC
65
Oakworth Capital
Alabama
$10K +$10.5K +106 New
Creative Planning
66
Creative Planning
Kansas
$6K +$6.05K +61 New
DADC
67
D.A. Davidson & Co
Montana
$4K
AIA
68
Allegis Investment Advisors
Idaho
$4K +$3.57K +36 New
Citigroup
69
Citigroup
New York
$2K -$7.93K -80 -82%
ADL
70
Asset Dedication LLC
California
$2K +$2.48K +25 New
PG
71
Patten Group
Tennessee
$1.98K
DIA
72
Dana Investment Advisors
Wisconsin
$394 +$39.1K +394 New
Jane Street
73
Jane Street
New York
-$8.18M -82,419 Closed
LNC
74
Lincoln National Corp
Pennsylvania
-$1.44M -14,464 Closed
ACM
75
Argentus Capital Management
Texas
-$519K -5,232 Closed