We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

108 hedge funds and large institutions have $604M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

76% more capital invested

Capital invested by funds: $343M → $604M (+$262M)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

20% more funds holding

Funds holding: 90108 (+18)

10.7% more ownership

Funds ownership: 37.98%48.68% (+11%)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
45
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
76
Ironwood Financial
Arizona
$348K -$295K -2,916 -46%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$348K +$25.3K +250 +8%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$316K +$109K +1,074 +53%
RBC
79
Ronald Blue & Co
Georgia
$307K -$471K -4,657 -61%
Stifel Financial
80
Stifel Financial
Missouri
$306K -$9.1K -90 -3%
UCFA
81
United Capital Financial Advisors
Texas
$280K -$50.4K -499 -15%
BBA
82
BLB&B Advisors
Pennsylvania
$276K +$2.02K +20 +0.7%
3AM
83
3D Asset Management
Connecticut
$270K -$6.07K -60 -2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$243K
GLA
85
Great Lakes Advisors
Illinois
$241K -$19.2K -190 -7%
GIA
86
Granite Investment Advisors
New Hampshire
$203K
TCM
87
Texan Capital Management
Texas
$201K +$200K +1,980 New
Creative Planning
88
Creative Planning
Kansas
$114K +$52.5K +519 +87%
IA
89
IFP Advisors
Florida
$87K -$65.3K -646 -43%
WA
90
Winfield Associates
Ohio
$79K
IWM
91
IHT Wealth Management
Illinois
$68K +$67.7K +670 New
OC
92
Oakworth Capital
Alabama
$58K
SEI Investments
93
SEI Investments
Pennsylvania
$40K +$39.6K +392 New
BTIS
94
BB&T Investment Services
North Carolina
$37K +$37.4K +370 New
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$30K +$29.9K +296 New
GBT
96
Grove Bank & Trust
Florida
$25K
GWM
97
Geneos Wealth Management
Colorado
$25K +$25.1K +248 New
M
98
MOTCO
Texas
$19K -$606 -6 -3%
WAM
99
Wealthspire Advisors (Maryland)
Maryland
$16K
UBS AM
100
UBS AM
Illinois
$15.5K +$15.5K +153 New