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iShares 0-5 Year TIPS Bond ETF

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $775M → $965M (+$190M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more funds holding

Funds holding: 146158 (+12)

0.73% more ownership

Funds ownership: 54.83%55.56% (+0.73%)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$2.64M +$1.16M +11,622 +79%
GAM
52
Gould Asset Management
California
$2.6M +$93.1K +933 +4%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$2.48M +$2.47M +24,745 New
CS
54
Comerica Securities
Michigan
$2.47M -$13.7K -137 -0.6%
SPC
55
Sigma Planning Corp
Michigan
$2.45M +$315K +3,159 +15%
AG
56
Advisor Group
Arizona
$2.4M +$117K +1,168 +5%
PAG
57
Private Advisor Group
New Jersey
$2.25M +$607K +6,082 +37%
RT
58
Rockland Trust
Massachusetts
$2.12M +$2.12M +21,200 New
RC
59
RegentAtlantic Capital
New Jersey
$2.08M +$745K +7,465 +56%
CSIA
60
Charles Schwab Investment Advisory
California
$1.97M +$639K +6,405 +48%
IA
61
IFG Advisory
Georgia
$1.96M +$163K +1,635 +9%
AA
62
Alesco Advisors
New York
$1.93M +$182K +1,820 +10%
IA
63
IndexIQ Advisors
New York
$1.93M +$1.5M +15,010 +356%
FIM
64
Freedom Investment Management
Connecticut
$1.88M +$668K +6,696 +55%
WCA
65
Westover Capital Advisors
Delaware
$1.84M +$221K +2,213 +14%
SWP
66
Strategic Wealth Partners
Ohio
$1.81M +$1.68M +16,838 +1,366%
KL
67
KWMG LLC
Kansas
$1.76M -$177K -1,777 -9%
DAS
68
Dynamic Advisor Solutions
Arizona
$1.39M +$222K +2,227 +19%
IWA
69
Independence Wealth Advisors
Virginia
$1.05M -$31.1K -312 -3%
PFM
70
Phillips Financial Management
Indiana
$1.03M +$32.3K +324 +3%
BP
71
Ballentine Partners
Massachusetts
$1.03M
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$984K -$591K -5,922 -38%
CTA
73
Chesley Taft & Associates
Illinois
$984K +$151K +1,515 +18%
EIA
74
Eldridge Investment Advisors
New Hampshire
$951K -$99.8K -1,000 -10%
AIA
75
Arbor Investment Advisors
North Carolina
$933K +$233K +2,336 +33%