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iShares 0-5 Year TIPS Bond ETF

73 hedge funds and large institutions have $363M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $323M → $363M (+$40.2M)

4% more funds holding

Funds holding: 7073 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2.04% less ownership

Funds ownership: 49.69%47.64% (-2%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
24
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Alesco Advisors
New York
$377K +$53.3K +529 +17%
Stifel Financial
52
Stifel Financial
Missouri
$359K +$2.02K +20 +0.6%
AIA
53
Arbor Investment Advisors
North Carolina
$339K -$27.4K -272 -8%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$280K -$24.2K -240 -8%
BBA
55
BLB&B Advisors
Pennsylvania
$276K +$50.4K +500 +23%
GLA
56
Great Lakes Advisors
Illinois
$268K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$244K
VC
58
Vicus Capital
Pennsylvania
$239K
FAAS
59
First Allied Advisory Services
California
$231K +$20.9K +207 +10%
GIA
60
Granite Investment Advisors
New Hampshire
$203K
IA
61
IFP Advisors
Florida
$183K -$18.7K -186 -9%
AIM
62
Acropolis Investment Management
Missouri
$136K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$72K +$5.64K +56 +9%
MFS
64
MSI Financial Services
Massachusetts
$59K -$101 -1 -0.2%
OC
65
Oakworth Capital
Alabama
$58K +$47K +466 +440%
WA
66
Winfield Associates
Ohio
$28K
GBT
67
Grove Bank & Trust
Florida
$25K +$25.2K +250 New
NFG
68
Next Financial Group
Texas
$20K
M
69
MOTCO
Texas
$19K
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$16K +$101 +1 +0.6%
Creative Planning
71
Creative Planning
Kansas
$11K +$10.6K +105 New
DADC
72
D.A. Davidson & Co
Montana
$5K
WA
73
WFG Advisors
Texas
$1K
WP
74
WealthPLAN Partners
Nebraska
$163 +$161K +1,602 New
AIG
75
American International Group
New York
-$863K -8,572 Closed