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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$80.7M
2
DWM
2
Destination Wealth Management
California
$40.7M
3
BlackRock
3
BlackRock
New York
$114M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$17.6M
5
Bank of America
5
Bank of America
North Carolina
$42.8M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$351K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.97M
3
BHB
3
Bank Hapoalim BM
Israel
$1.5M
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
RPG
5
Risk Paradigm Group
Texas
$13.6K
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$1.02M 10,083 +10,083 New
UFF
52
USA Financial Formulas
Michigan
$941K 9,271 +9,271 New
AA
53
Alesco Advisors
New York
$905K 8,918 +2,113 +31%
VKH
54
Virtu KCG Holdings
New York
$881K 8,687 -702 -7%
MAS
55
Madden Advisory Services
Florida
$821K 8,100 -470 -5%
AI
56
Atria Investments
North Carolina
$807K 7,955 +7,955 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$795K 7,843 +6,262 +396%
DWM
58
Darwin Wealth Management
Florida
$780K 7,693 +2,908 +61%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$774K 7,633 -31 -0.4%
CC
60
Courier Capital
New York
$774K 7,625 +595 +8%
CTA
61
Chesley Taft & Associates
Illinois
$698K 6,880 +550 +9%
PAG
62
Private Advisory Group
Washington
$689K 6,789 +6,789 New
M&T Bank
63
M&T Bank
New York
$585K 5,768 +1,890 +49%
RFS
64
Rockefeller Financial Services
New York
$579K 5,710 – –
BTS
65
BB&T Securities
Virginia
$550K 5,426 +5,426 New
AIA
66
Arbor Investment Advisors
North Carolina
$510K 5,024 -339 -6%
Barclays
67
Barclays
United Kingdom
$474K 4,675 -3,040 -39%
SFPM
68
Sensible Financial Planning & Management
Massachusetts
$451K 4,447 – –
PVH
69
Psagot Value Holdings
Israel
$441K 4,344 +132 +3%
IA
70
IndexIQ Advisors
New York
$430K 4,246 +4,246 New
DIA
71
Dana Investment Advisors
Wisconsin
$404K 3,980 – –
LG
72
LaFleur & Godfrey
Michigan
$389K 3,835 – –
CSIA
73
Charles Schwab Investment Advisory
California
$388K 3,822 +932 +32%
BFA
74
Beaumont Financial Advisors
Massachusetts
$360K 3,550 +522 +17%
VC
75
Vicus Capital
Pennsylvania
$351K 413 -2,499 -86%
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3
4 5