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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
21
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$67.8M
2
TAG
2
Tactical Allocation Group
Michigan
$5.08M
3
Jane Street
3
Jane Street
New York
$4.52M
4
PCA
4
Personal Capital Advisors
California
$28.2M
5
CWM
5
Concert Wealth Management
California
$3.02M

Top Sellers

1
PWAG
1
Polaris Wealth Advisory Group
California
$0
2
RBC
2
Ronald Blue & Co
Georgia
$1.47M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.6M
4
CPO
4
Cerity Partners OCIO
New York
$14.2M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GLA
51
Great Lakes Advisors
Illinois
$265K 2,636 – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$242K 2,400 – –
VC
53
Vicus Capital
Pennsylvania
$237K 2,352 – –
BBA
54
BLB&B Advisors
Pennsylvania
$224K 2,220 – –
FAAS
55
First Allied Advisory Services
California
$208K 2,060 -219 -10%
NL
56
NWAM LLC
Washington
$206K 2,044 -100 -5%
GIA
57
Granite Investment Advisors
New Hampshire
$201K 2,000 +2,000 New
IA
58
IFP Advisors
Florida
$197K 1,989 +909 +84%
Bessemer Group
59
Bessemer Group
New Jersey
$161K 1,595 +1,595 New
AIM
60
Acropolis Investment Management
Missouri
$134K 1,335 -3,685 -73%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$65K 652 -103 -14%
GWM
62
Gupta Wealth Management
California
$60K 600 – –
MFS
63
MSI Financial Services
Massachusetts
$59K 583 -724 -55%
WA
64
Winfield Associates
Ohio
$28K 279 – –
NFG
65
Next Financial Group
Texas
$20K 201 – –
M
66
MOTCO
Texas
$19K 190 – –
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$16K 157 -12 -7%
OC
68
Oakworth Capital
Alabama
$11K 106 – –
DADC
69
D.A. Davidson & Co
Montana
$5K 50 – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2K 23 +23 New
WA
71
WFG Advisors
Texas
$1K 10 -476 -98%
PWAG
72
Polaris Wealth Advisory Group
California
– – -62,333 Closed
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
– – -21,022 Closed
CIM
74
Cetera Investment Management
California
– – -2,279 Closed
AFP
75
Ausdal Financial Partners
Iowa
– – -550 Closed
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3
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