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iShares 0-5 Year TIPS Bond ETF

113 hedge funds and large institutions have $661M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 22

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $604M → $661M (+$57M)

5% more funds holding

Funds holding: 108113 (+5)

1.23% more ownership

Funds ownership: 48.68%49.91% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
13
Increased
58
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
51
FormulaFolio Investments
Michigan
$1.02M -$490K -4,854 -32%
FIM
52
Freedom Investment Management
Connecticut
$911K -$385K -3,813 -30%
AI
53
Atria Investments
North Carolina
$831K +$32.9K +326 +4%
CAM
54
Covenant Asset Management
New Jersey
$816K +$820K +8,126 New
AIA
55
Arbor Investment Advisors
North Carolina
$790K +$287K +2,848 +57%
CTA
56
Chesley Taft & Associates
Illinois
$781K +$90.8K +900 +13%
CC
57
Courier Capital
New York
$772K +$6.26K +62 +0.8%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$764K -$22.8K -226 -3%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$752K -$13.8K -137 -2%
MAS
60
Madden Advisory Services
Florida
$735K -$78.1K -774 -10%
DWM
61
Darwin Wealth Management
Florida
$697K -$76.1K -754 -10%
HighTower Advisors
62
HighTower Advisors
Illinois
$672K +$674K +6,676 New
PAG
63
Private Advisory Group
Washington
$644K -$37.2K -369 -5%
CSIA
64
Charles Schwab Investment Advisory
California
$625K +$243K +2,405 +63%
M&T Bank
65
M&T Bank
New York
$579K +$202 +2 +0%
RFS
66
Rockefeller Financial Services
New York
$573K
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$570K -$1.12M -11,127 -66%
BTIS
68
BB&T Investment Services
North Carolina
$521K +$484K +4,794 +1,296%
PVH
69
Psagot Value Holdings
Israel
$520K +$84.2K +835 +19%
BFA
70
Beaumont Financial Advisors
Massachusetts
$474K +$118K +1,168 +33%
Barclays
71
Barclays
United Kingdom
$469K
SFPM
72
Sensible Financial Planning & Management
Massachusetts
$447K +$202 +2 +0%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$392K +$80K +793 +25%
LG
74
LaFleur & Godfrey
Michigan
$385K
CIBC World Market
75
CIBC World Market
Ontario, Canada
$384K +$40.4K +400 +12%