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iShares 0-5 Year TIPS Bond ETF

90 hedge funds and large institutions have $343M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more funds holding

Funds holding: 7590 (+15)

12% more capital invested

Capital invested by funds: $305M → $343M (+$37.4M)

0.36% less ownership

Funds ownership: 38.33%37.98% (-0.36%)

Holders
90
Holders Change
+15
Holders Change %
+20%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
32
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$60K -$51.1K -507 -46%
OC
77
Oakworth Capital
Alabama
$58K
MFS
78
MSI Financial Services
Massachusetts
$49K
GBT
79
Grove Bank & Trust
Florida
$25K
NFG
80
Next Financial Group
Texas
$25K +$5.14K +51 +25%
M
81
MOTCO
Texas
$19K
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$16K
VCM
83
Vigilant Capital Management
Maine
$13K
Citigroup
84
Citigroup
New York
$10K +$10.1K +100 New
BCI
85
Brinker Capital Investments
Pennsylvania
$6K
AA
86
AlphaMark Advisors
Kentucky
$6K +$5.54K +55 New
PA
87
Parallel Advisors
California
$6K +$5.84K +58 New
DADC
88
D.A. Davidson & Co
Montana
$5K
AWM
89
Avior Wealth Management
Nebraska
$4K
WA
90
WFG Advisors
Texas
$1K
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
-$7.26M -71,792 Closed
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
-$2.84M -28,111 Closed
FAAS
93
First Allied Advisory Services
California
-$293K -2,897 Closed
AIM
94
Acropolis Investment Management
Missouri
-$135K -1,335 Closed
GWS
95
Glassman Wealth Services
Virginia
-$24K -238 Closed
MNA
96
Manning & Napier Advisors
New York
-$616K