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iShares 0-5 Year TIPS Bond ETF

110 hedge funds and large institutions have $712M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $661M → $712M (+$50.9M)

3.7% more ownership

Funds ownership: 49.91%53.61% (+3.7%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 113110 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
11
Increased
53
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
51
Chesley Taft & Associates
Illinois
$835K +$53.7K +535 +7%
CAM
52
Covenant Asset Management
New Jersey
$815K -$1K -10 -0.1%
IA
53
IndexIQ Advisors
New York
$810K -$12.2M -121,070 -94%
B
54
Bridgeworth
Alabama
$757K -$1.45M -14,467 -66%
CC
55
Courier Capital
New York
$728K -$43.2K -430 -6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$721K -$31.2K -311 -4%
MAS
57
Madden Advisory Services
Florida
$700K -$35.2K -350 -5%
AIA
58
Arbor Investment Advisors
North Carolina
$661K -$129K -1,289 -16%
M&T Bank
59
M&T Bank
New York
$645K +$65.7K +654 +11%
BFA
60
Beaumont Financial Advisors
Massachusetts
$635K +$162K +1,609 +34%
PAG
61
Private Advisory Group
Washington
$606K -$38.9K -387 -6%
VF
62
Virtu Financial
New York
$606K +$607K +6,040 New
PVH
63
Psagot Value Holdings
Israel
$596K +$76.5K +762 +15%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$585K -$179K -1,779 -23%
RFS
65
Rockefeller Financial Services
New York
$573K
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$522K -$47.6K -474 -8%
Barclays
67
Barclays
United Kingdom
$469K
SFPM
68
Sensible Financial Planning & Management
Massachusetts
$438K -$8.34K -83 -2%
Millennium Management
69
Millennium Management
New York
$425K +$425K +4,232 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$401K +$9.54K +95 +2%
GFPC
71
Global Financial Private Capital
Florida
$390K +$390K +3,884 New
LG
72
LaFleur & Godfrey
Michigan
$386K
FFA
73
Fragasso Financial Advisors
Pennsylvania
$366K +$367K +3,651 New
VC
74
Vicus Capital
Pennsylvania
$351K +$8.44K +84 +2%
WT
75
Washington Trust
Rhode Island
$340K +$11K +110 +3%