We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

90 hedge funds and large institutions have $343M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more funds holding

Funds holding: 7590 (+15)

12% more capital invested

Capital invested by funds: $305M → $343M (+$37.4M)

0.36% less ownership

Funds ownership: 38.33%37.98% (-0.36%)

Holders
90
Holders Change
+15
Holders Change %
+20%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
32
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Arbor Investment Advisors
North Carolina
$540K +$150K +1,486 +38%
DWM
52
Darwin Wealth Management
Florida
$482K +$482K +4,785 New
SFPM
53
Sensible Financial Planning & Management
Massachusetts
$448K
PVH
54
Psagot Value Holdings
Israel
$424K -$661K -6,559 -61%
DIA
55
Dana Investment Advisors
Wisconsin
$401K
M&T Bank
56
M&T Bank
New York
$391K +$391K +3,878 New
LG
57
LaFleur & Godfrey
Michigan
$386K
Citadel Advisors
58
Citadel Advisors
Florida
$385K +$385K +3,826 New
UCFA
59
United Capital Financial Advisors
Texas
$328K +$23.5K +233 +8%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$320K +$320K +3,180 New
Stifel Financial
61
Stifel Financial
Missouri
$312K -$4.83K -48 -2%
BFA
62
Beaumont Financial Advisors
Massachusetts
$305K +$305K +3,028 New
VC
63
Vicus Capital
Pennsylvania
$293K +$55.2K +548 +23%
CSIA
64
Charles Schwab Investment Advisory
California
$291K +$42K +417 +17%
3AM
65
3D Asset Management
Connecticut
$274K -$635K -6,307 -70%
BBA
66
BLB&B Advisors
Pennsylvania
$272K
GLA
67
Great Lakes Advisors
Illinois
$258K
HCM
68
Horan Capital Management
Maryland
$243K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$241K
EWM
70
Empirical Wealth Management
Washington
$206K +$206K +2,047 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$205K +$205K +2,036 New
GIA
72
Granite Investment Advisors
New Hampshire
$201K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$158K +$101 +1 +0.1%
IA
74
IFP Advisors
Florida
$151K +$36.4K +361 +32%
WA
75
Winfield Associates
Ohio
$78K +$50.4K +500 +179%