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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.52M
3
JIR
3
James Investment Research
Ohio
$7.77M
4
PCA
4
Personal Capital Advisors
California
$43.2M
5
LF
5
Lee Financial
Texas
$3.69M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.07M
3
RPG
3
Risk Paradigm Group
Texas
$552K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
51
Arbor Investment Advisors
North Carolina
$540K 5,363 +1,486 +38%
DWM
52
Darwin Wealth Management
Florida
$482K 4,785 +4,785 New
SFPM
53
Sensible Financial Planning & Management
Massachusetts
$448K 4,447 – –
PVH
54
Psagot Value Holdings
Israel
$424K 4,212 -6,559 -61%
DIA
55
Dana Investment Advisors
Wisconsin
$401K 3,980 – –
M&T Bank
56
M&T Bank
New York
$391K 3,878 +3,878 New
LG
57
LaFleur & Godfrey
Michigan
$386K 3,835 – –
Citadel Advisors
58
Citadel Advisors
Florida
$385K 3,826 +3,826 New
UCFA
59
United Capital Financial Advisors
Texas
$328K 3,259 +233 +8%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$320K 3,180 +3,180 New
Stifel Financial
61
Stifel Financial
Missouri
$312K 3,108 -48 -2%
BFA
62
Beaumont Financial Advisors
Massachusetts
$305K 3,028 +3,028 New
VC
63
Vicus Capital
Pennsylvania
$293K 2,912 +548 +23%
CSIA
64
Charles Schwab Investment Advisory
California
$291K 2,890 +417 +17%
3AM
65
3D Asset Management
Connecticut
$274K 2,718 -6,307 -70%
BBA
66
BLB&B Advisors
Pennsylvania
$272K 2,700 – –
GLA
67
Great Lakes Advisors
Illinois
$258K 2,561 – –
HCM
68
Horan Capital Management
Maryland
$243K 2,417 – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$241K 2,400 – –
EWM
70
Empirical Wealth Management
Washington
$206K 2,047 +2,047 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$205K 2,036 +2,036 New
GIA
72
Granite Investment Advisors
New Hampshire
$201K 2,000 – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$158K 1,581 +1 +0.1%
IA
74
IFP Advisors
Florida
$151K 1,504 +361 +32%
WA
75
Winfield Associates
Ohio
$78K 779 +500 +179%
1 2
3
4 5