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iShares 0-5 Year TIPS Bond ETF

STIP

Market cap $15.8B

70 hedge funds and large institutions have $323M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New

Increased

Maintained

Reduced

Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $290M → $323M (+$32.4M)

1.34% less ownership

Funds ownership: 51.03% → 49.69% (-1.3%)

3% less funds holding

Funds holding: 72 → 70 (-2)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders

Holders Change

-2

Holders Change %

-2.78%

% of All Funds

1.87%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+50%

% of All Funds

0.08%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	BlackRock New York	+$6.48M
2	TAG Tactical Allocation Group Birmingham, Michigan	+$5.02M
3	Jane Street New York	+$4.46M
4	PCA Personal Capital Advisors Redwood City, California	+$3.96M
5	CWM Concert Wealth Management San Jose, California	+$2.98M

Top Sellers

1	PWAG Polaris Wealth Advisory Group San Rafael, California	-$6.17M
2	RBC Ronald Blue & Co Roswell, Georgia	-$3.57M
3	Morgan Stanley New York	-$2.85M
4	CPO Cerity Partners OCIO New York	-$2.13M
5	Fifth Third Bancorp Cincinnati, Ohio	-$2.08M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
51	GLA 51 Great Lakes Advisors Chicago, Illinois	$265K	–	–	–
52	52 Bank of Montreal Toronto, Ontario, Canada	$242K	–	–	–
53	VC 53 Vicus Capital State College, Pennsylvania	$237K	–	–	–
54	BBA 54 BLB&B Advisors Montgomeryville, Pennsylvania	$224K	–	–	–
55	FAAS 55 First Allied Advisory Services San Diego, California	$208K	-$21.8K	-219	-10%
56	NL 56 NWAM LLC Mercer Island, Washington	$206K	-$9.95K	-100	-5%
57	GIA 57 Granite Investment Advisors Concord, New Hampshire	$201K	+$199K	+2,000	New
58	IA 58 IFP Advisors Tampa, Florida	$197K	+$90.4K	+909	+84%
59	59 Bessemer Group Woodbridge, New Jersey	$161K	+$159K	+1,595	New
60	AIM 60 Acropolis Investment Management St. Louis, Missouri	$134K	-$366K	-3,685	-73%
61	61 PNC Financial Services Group Pittsburgh, Pennsylvania	$65K	-$10.2K	-103	-14%
62	GWM 62 Gupta Wealth Management San Diego, California	$60K	–	–	–
63	MFS 63 MSI Financial Services Springfield, Massachusetts	$59K	-$72K	-724	-55%
64	WA 64 Winfield Associates Cleveland, Ohio	$28K	–	–	–
65	NFG 65 Next Financial Group Houston, Texas	$20K	–	–	–
66	M 66 MOTCO San Antonio, Texas	$19K	–	–	–
67	WAM 67 Wealthspire Advisors (Maryland) Potomac, Maryland	$16K	-$1.19K	-12	-7%
68	OC 68 Oakworth Capital Birmingham, Alabama	$11K	–	–	–
69	DADC 69 D.A. Davidson & Co Great Falls, Montana	$5K	–	–	–
70	70 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2K	+$2.29K	+23	New
71	WA 71 WFG Advisors Dallas, Texas	$1K	-$47.3K	-476	-98%
72	PWAG 72 Polaris Wealth Advisory Group San Rafael, California	–	-$6.17M	-62,333	Closed
73	73 Fifth Third Bancorp Cincinnati, Ohio	–	-$2.08M	-21,022	Closed
74	CIM 74 Cetera Investment Management El Segundo, California	–	-$225K	-2,279	Closed
75	AFP 75 Ausdal Financial Partners Davenport, Iowa	–	-$54K	-550	Closed