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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$80.7M
2
DWM
2
Destination Wealth Management
California
$40.7M
3
BlackRock
3
BlackRock
New York
$114M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$17.6M
5
Bank of America
5
Bank of America
North Carolina
$42.8M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$12.2M
2
VC
2
Vicus Capital
Pennsylvania
$351K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.97M
4
BHB
4
Bank Hapoalim BM
Israel
$1.5M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IF
76
Ironwood Financial
Arizona
$348K 3,435 -2,916 -46%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$348K 3,430 +250 +8%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$316K 3,110 +1,074 +53%
RBC
79
Ronald Blue & Co
Georgia
$307K 3,025 -4,657 -61%
Stifel Financial
80
Stifel Financial
Missouri
$306K 3,018 -90 -3%
UCFA
81
United Capital Financial Advisors
Texas
$280K 2,760 -499 -15%
BBA
82
BLB&B Advisors
Pennsylvania
$276K 2,720 +20 +0.7%
3AM
83
3D Asset Management
Connecticut
$270K 2,658 -60 -2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$243K 2,400 – –
GLA
85
Great Lakes Advisors
Illinois
$241K 2,371 -190 -7%
GIA
86
Granite Investment Advisors
New Hampshire
$203K 2,000 – –
TCM
87
Texan Capital Management
Texas
$201K 1,980 +1,980 New
Creative Planning
88
Creative Planning
Kansas
$114K 1,119 +519 +87%
IA
89
IFP Advisors
Florida
$87K 858 -646 -43%
WA
90
Winfield Associates
Ohio
$79K 779 – –
IWM
91
IHT Wealth Management
Illinois
$68K 670 +670 New
OC
92
Oakworth Capital
Alabama
$58K 572 – –
SEI Investments
93
SEI Investments
Pennsylvania
$40K 392 +392 New
BTIS
94
BB&T Investment Services
North Carolina
$37K 370 +370 New
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$30K 296 +296 New
GBT
96
Grove Bank & Trust
Florida
$25K 250 – –
GWM
97
Geneos Wealth Management
Colorado
$25K 248 +248 New
M
98
MOTCO
Texas
$19K 184 -6 -3%
WAM
99
Wealthspire Advisors (Maryland)
Maryland
$16K 159 – –
UBS AM
100
UBS AM
Illinois
$15.5K 153 +153 New
1 2 3
4
5