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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

146 hedge funds and large institutions have $775M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+36
Holders Change %
+32.73%
% of All Funds
3.32%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
45
Increased
46
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$10.4M
2
HCM
2
Horan Capital Management
Maryland
$7.68M
3
PCA
3
Personal Capital Advisors
California
$63.1M
4
LNC
4
Lincoln National Corp
Pennsylvania
$7.25M
5
FWM
5
Focused Wealth Management
New York
$5.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$58.5M
2
Jane Street
2
Jane Street
New York
$232K
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$222K
4
CFP
4
Cornerstone Financial Partners
North Carolina
$540K
5
CPO
5
Cerity Partners OCIO
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
51
Westover Capital Advisors
Delaware
$1.61M +$1.61M +16,131 New
RA
52
RFG Advisory
Alabama
$1.6M +$1.6M +16,007 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.57M -$1.32M -13,247 -46%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$1.47M -$996K -9,970 -40%
Wolverine Trading
55
Wolverine Trading
Illinois
$1.46M -$333K -3,330 -19%
B
56
Bridgeworth
Alabama
$1.42M +$667K +6,700 +89%
CSIA
57
Charles Schwab Investment Advisory
California
$1.33M +$370K +3,704 +39%
RC
58
RegentAtlantic Capital
New Jersey
$1.32M -$230K -2,303 -15%
FIM
59
Freedom Investment Management
Connecticut
$1.21M +$1.4K +14 +0.1%
DAS
60
Dynamic Advisor Solutions
Arizona
$1.17M +$1.17M +11,664 New
IWA
61
Independence Wealth Advisors
Virginia
$1.08M +$1.08M +10,807 New
EIA
62
Eldridge Investment Advisors
New Hampshire
$1.05M +$1.05M +10,500 New
BP
63
Ballentine Partners
Massachusetts
$1.03M – – –
PFM
64
Phillips Financial Management
Indiana
$1M -$60.4K -605 -6%
MCP
65
Martin Capital Partners
Oregon
$861K +$861K +8,626 New
CTA
66
Chesley Taft & Associates
Illinois
$830K – – –
AI
67
Atria Investments
North Carolina
$814K -$36.8K -368 -4%
CAM
68
Covenant Asset Management
New Jersey
$801K -$9.59K -96 -1%
M&T Bank
69
M&T Bank
New York
$792K +$150K +1,504 +23%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$754K +$36.3K +363 +5%
CC
71
Courier Capital
New York
$717K -$7.49K -75 -1%
DWM
72
Darwin Wealth Management
Florida
$701K +$701K +7,019 New
AIA
73
Arbor Investment Advisors
North Carolina
$697K +$39.3K +393 +6%
MAS
74
Madden Advisory Services
Florida
$662K -$34K -341 -5%
Millennium Management
75
Millennium Management
New York
$651K +$228K +2,285 +54%
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