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iShares 0-5 Year TIPS Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

17% more funds holding

Funds holding: 229267 (+38)

12% more capital invested

Capital invested by funds: $1.38B → $1.54B (+$159M)

3.05% more ownership

Funds ownership: 59.81%62.85% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.26%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
CPWM LLC
Washington
$5.99M -$190K -1,896 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$5.85M +$168K +1,671 +3%
S
53
Surevest
California
$5.72M -$774K -7,714 -12%
SIA
54
Soltis Investment Advisors
Utah
$5.6M +$5.58M +55,589 New
FIM
55
Freedom Investment Management
Connecticut
$5.59M -$599K -5,972 -10%
HWA
56
Heartwood Wealth Advisors
Virginia
$5.5M +$5.48M +54,659 New
B
57
Bridgeworth
Alabama
$5.23M +$435K +4,340 +9%
NAS
58
Nicolet Advisory Services
Wisconsin
$5.21M -$1.46M -14,524 -22%
TIM
59
Tortoise Investment Management
New York
$5M -$106K -1,053 -2%
BAAM
60
Baker Avenue Asset Management
California
$4.93M -$27K -269 -0.5%
LPL Financial
61
LPL Financial
California
$4.66M -$254K -2,537 -5%
HCA
62
Heck Capital Advisors
Wisconsin
$4.51M -$4.63M -46,132 -51%
KCM
63
Kathmere Capital Management
Pennsylvania
$4.47M +$4.45M +44,392 New
NA
64
NextCapital Advisers
Illinois
$4.36M +$1.09M +10,846 +33%
SWP
65
Strategic Wealth Partners
Ohio
$4.31M -$1.41M -14,057 -25%
AG
66
Advisor Group
Arizona
$4.17M +$312K +3,114 +8%
DI
67
Disciplined Investments
Oklahoma
$4.06M +$4.05M +40,332 New
SIAM
68
Sterling Investment Advisors (Missouri)
Missouri
$4.03M -$918K -9,150 -19%
GAM
69
Gould Asset Management
California
$3.93M +$129K +1,282 +3%
IA
70
IFG Advisory
Georgia
$3.85M +$348K +3,474 +10%
RFN
71
RDA Financial Network
Iowa
$3.85M +$54.2K +540 +1%
HWA
72
Hillcrest Wealth Advisors
New Jersey
$3.81M -$171K -1,700 -4%
MAS
73
Madden Advisory Services
Florida
$3.63M -$113K -1,130 -3%
NCM
74
New Capital Management
Texas
$3.56M -$68K -678 -2%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$3.54M -$226K -2,255 -6%