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iShares 0-5 Year TIPS Bond ETF

108 hedge funds and large institutions have $604M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

76% more capital invested

Capital invested by funds: $343M → $604M (+$262M)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

20% more funds holding

Funds holding: 90108 (+18)

10.7% more ownership

Funds ownership: 37.98%48.68% (+11%)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
45
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$1.02M +$1.02M +10,083 New
UFF
52
USA Financial Formulas
Michigan
$941K +$937K +9,271 New
AA
53
Alesco Advisors
New York
$905K +$214K +2,113 +31%
VKH
54
Virtu KCG Holdings
New York
$881K -$71K -702 -7%
MAS
55
Madden Advisory Services
Florida
$821K -$47.5K -470 -5%
AI
56
Atria Investments
North Carolina
$807K +$804K +7,955 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$795K +$633K +6,262 +396%
DWM
58
Darwin Wealth Management
Florida
$780K +$294K +2,908 +61%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$774K -$3.13K -31 -0.4%
CC
60
Courier Capital
New York
$774K +$60.1K +595 +8%
CTA
61
Chesley Taft & Associates
Illinois
$698K +$55.6K +550 +9%
PAG
62
Private Advisory Group
Washington
$689K +$686K +6,789 New
M&T Bank
63
M&T Bank
New York
$585K +$191K +1,890 +49%
RFS
64
Rockefeller Financial Services
New York
$579K
BTS
65
BB&T Securities
Virginia
$550K +$548K +5,426 New
AIA
66
Arbor Investment Advisors
North Carolina
$510K -$34.3K -339 -6%
Barclays
67
Barclays
United Kingdom
$474K -$307K -3,040 -39%
SFPM
68
Sensible Financial Planning & Management
Massachusetts
$451K
PVH
69
Psagot Value Holdings
Israel
$441K +$13.3K +132 +3%
IA
70
IndexIQ Advisors
New York
$430K +$429K +4,246 New
DIA
71
Dana Investment Advisors
Wisconsin
$404K
LG
72
LaFleur & Godfrey
Michigan
$389K
CSIA
73
Charles Schwab Investment Advisory
California
$388K +$94.2K +932 +32%
BFA
74
Beaumont Financial Advisors
Massachusetts
$360K +$52.8K +522 +17%
VC
75
Vicus Capital
Pennsylvania
$351K -$253K -2,499 -86%