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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.27%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$24.9M
2
Truist Financial
2
Truist Financial
North Carolina
$22.8M
3
CRC
3
Curi RMB Capital
Illinois
$18.6M
4
EC
4
Estate Counselors
Wisconsin
$14.5M
5
PCA
5
Personal Capital Advisors
California
$132M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Jane Street
2
Jane Street
New York
$2.47M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
CCM
4
Coldstream Capital Management
Washington
$817K
5
HCA
5
Heck Capital Advisors
Wisconsin
$4.51M
Name Market Value Shares Shares
Change 		Shares
Change %
CL
51
CPWM LLC
Washington
$5.99M 59,473 -1,896 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$5.85M 57,879 +1,671 +3%
S
53
Surevest
California
$5.73M 56,846 -7,714 -12%
SIA
54
Soltis Investment Advisors
Utah
$5.6M 55,589 +55,589 New
FIM
55
Freedom Investment Management
Connecticut
$5.59M 55,548 -5,972 -10%
HWA
56
Heartwood Wealth Advisors
Virginia
$5.51M 54,659 +54,659 New
B
57
Bridgeworth
Alabama
$5.23M 51,908 +4,340 +9%
NAS
58
Nicolet Advisory Services
Wisconsin
$5.21M 51,748 -14,524 -22%
TIM
59
Tortoise Investment Management
New York
$5M 49,665 -1,053 -2%
BAAM
60
Baker Avenue Asset Management
California
$4.93M 48,968 -269 -0.5%
LPL Financial
61
LPL Financial
California
$4.66M 46,268 -2,537 -5%
HCA
62
Heck Capital Advisors
Wisconsin
$4.51M 44,744 -46,132 -51%
KCM
63
Kathmere Capital Management
Pennsylvania
$4.47M 44,392 +44,392 New
NA
64
NextCapital Advisers
Illinois
$4.36M 43,291 +10,846 +33%
SWP
65
Strategic Wealth Partners
Ohio
$4.31M 42,781 -14,057 -25%
AG
66
Advisor Group
Arizona
$4.17M 41,409 +3,114 +8%
DI
67
Disciplined Investments
Oklahoma
$4.06M 40,332 +40,332 New
SIAM
68
Sterling Investment Advisors (Missouri)
Missouri
$4.03M 39,971 -9,150 -19%
GAM
69
Gould Asset Management
California
$3.93M 39,058 +1,282 +3%
IA
70
IFG Advisory
Georgia
$3.85M 38,256 +3,474 +10%
RFN
71
RDA Financial Network
Iowa
$3.85M 38,099 +540 +1%
HWA
72
Hillcrest Wealth Advisors
New Jersey
$3.81M 37,795 -1,700 -4%
MAS
73
Madden Advisory Services
Florida
$3.63M 36,053 -1,130 -3%
NCM
74
New Capital Management
Texas
$3.56M 35,318 -678 -2%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$3.54M 35,113 -2,255 -6%
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