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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.25B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 33 closing their positions.

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.95%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
55
Increased
83
Reduced
62
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$131M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.9M
3
UBS Group
3
UBS Group
Switzerland
$52M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$7.32M
5
AMM
5
American Money Management
California
$7.95M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$102M
2
BlackRock
2
BlackRock
New York
$95M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
DWM
4
Destination Wealth Management
California
$38.8M
5
JIR
5
James Investment Research
Ohio
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$4.1M 41,846 -41 -0.1%
SPC
52
Sigma Planning Corp
Michigan
$3.99M 40,679 -671 -2%
SWP
53
Strategic Wealth Partners
Ohio
$3.57M 34,648 +2,644 +8%
NCM
54
New Capital Management
Texas
$3.51M 35,826 +1,578 +5%
AssetMark Inc
55
AssetMark Inc
California
$3.46M 35,260 +35,233 +130,493%
LFPWM
56
Leicht Financial Planning & Wealth Management
New Jersey
$3.43M 34,960 +18,209 +109%
Goldman Sachs
57
Goldman Sachs
New York
$3.23M 32,979 -16,962 -34%
TIM
58
Tortoise Investment Management
New York
$3.23M 32,915 +5,415 +20%
GAM
59
Gould Asset Management
California
$3.22M 32,796 -224 -0.7%
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$3.17M 32,330 +16,230 +101%
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$3.08M 31,458 +1,942 +7%
OFW
62
Omnia Family Wealth
Florida
$3.04M 31,047 +31,047 New
AA
63
Alesco Advisors
New York
$3.04M 30,959 +5,248 +20%
FTUS
64
Flow Traders U.S.
New York
$2.99M 30,499 +16,639 +120%
NPP
65
New Potomac Partners
Maryland
$2.82M 28,770 -8,960 -24%
IA
66
IFG Advisory
Georgia
$2.82M 28,730 +4,001 +16%
B
67
Bridgeworth
Alabama
$2.79M 43,079 +1,875 +5%
HFBOT
68
Home Federal Bank of Tennessee
Tennessee
$2.79M 28,472 -1,015 -3%
US Bancorp
69
US Bancorp
Minnesota
$2.79M 28,421 +27,741 +4,080%
BPWA
70
Beacon Pointe Wealth Advisors
California
$2.76M 28,066 +28,066 New
SFPM
71
Sensible Financial Planning & Management
Massachusetts
$2.69M 27,451 +6,032 +28%
KL
72
KWMG LLC
Kansas
$2.65M 27,041 +8,732 +48%
FCIM
73
Fairview Capital Investment Management
California
$2.65M 27,010 +24,400 +935%
GI
74
Gradient Investments
Minnesota
$2.58M 26,322 +26,322 New
LI
75
LVZ Inc
Michigan
$2.56M 26,076 +2,440 +10%
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