We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

113 hedge funds and large institutions have $661M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 22

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $604M → $661M (+$57M)

5% more funds holding

Funds holding: 108113 (+5)

1.23% more ownership

Funds ownership: 48.68%49.91% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
13
Increased
58
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$342K +$302K +2,998 +726%
WT
77
Washington Trust
Rhode Island
$329K +$330K +3,274 New
BCM
78
Brookstone Capital Management
Illinois
$328K +$329K +3,264 New
RBC
79
Ronald Blue & Co
Georgia
$311K +$7.77K +77 +3%
BHB
80
Bank Hapoalim BM
Israel
$306K
Stifel Financial
81
Stifel Financial
Missouri
$302K -$202 -2 -0.1%
IF
82
Ironwood Financial
Arizona
$297K -$48.3K -479 -14%
IA
83
IFP Advisors
Florida
$293K +$208K +2,060 +240%
BBA
84
BLB&B Advisors
Pennsylvania
$283K +$10.1K +100 +4%
DIA
85
Dana Investment Advisors
Wisconsin
$274K -$126K -1,250 -31%
3AM
86
3D Asset Management
Connecticut
$263K -$3.73K -37 -1%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$241K
UCFA
88
United Capital Financial Advisors
Texas
$215K -$62K -614 -22%
VWA
89
V Wealth Advisors
Kansas
$139K +$136K +1,343 New
Creative Planning
90
Creative Planning
Kansas
$114K +$2.12K +21 +2%
SEI Investments
91
SEI Investments
Pennsylvania
$95K +$55.5K +550 +140%
WA
92
Winfield Associates
Ohio
$78K
OC
93
Oakworth Capital
Alabama
$57K
GWM
94
Geneos Wealth Management
Colorado
$49K +$25K +248 +100%
US Bancorp
95
US Bancorp
Minnesota
$39K +$38.7K +384 New
GBT
96
Grove Bank & Trust
Florida
$25K
OIA
97
OneDigital Investment Advisors
Kansas
$25K +$25.2K +250 New
UBS AM
98
UBS AM
Illinois
$21.3K +$5.95K +59 +39%
NFG
99
Next Financial Group
Texas
$20K -$1.6M -15,830 -99%
M
100
MOTCO
Texas
$19K +$303 +3 +2%