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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $712M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
11
Increased
53
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$72.3M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$42.8M
3
BlackRock
3
BlackRock
New York
$133M
4
CPO
4
Cerity Partners OCIO
New York
$25M
5
PCA
5
Personal Capital Advisors
California
$57.3M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$810K
2
SAC
2
Smith Affiliated Capital
New York
$12M
3
Wells Fargo
3
Wells Fargo
California
$11.5M
4
Jane Street
4
Jane Street
New York
$5.67M
5
MWM
5
Mascoma Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$327K 3,260 +342 +12%
IF
77
Ironwood Financial
Arizona
$297K 2,956 – –
FI
78
FormulaFolio Investments
Michigan
$293K 2,918 -7,210 -71%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$284K 2,830 -1,000 -26%
BBA
80
BLB&B Advisors
Pennsylvania
$283K 2,820 – –
DIA
81
Dana Investment Advisors
Wisconsin
$274K 2,730 – –
3AM
82
3D Asset Management
Connecticut
$266K 2,654 +33 +1%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$266K 2,645 +2,645 New
Stifel Financial
84
Stifel Financial
Missouri
$246K 2,459 -557 -18%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$241K 2,400 – –
BHB
86
Bank Hapoalim BM
Israel
– – – –
UCFA
87
United Capital Financial Advisors
Texas
$222K 2,211 +65 +3%
WA
88
Winfield Associates
Ohio
$78K 779 – –
GWM
89
Geneos Wealth Management
Colorado
$74K 744 +248 +50%
IWM
90
IHT Wealth Management
Illinois
$67K 670 – –
FPS
91
Fieldpoint Private Securities
Connecticut
$50K 500 +500 New
PA
92
Parallel Advisors
California
$43K 428 +370 +638%
M
93
MOTCO
Texas
$37K 372 +185 +99%
OC
94
Oakworth Capital
Alabama
$32K 322 -250 -44%
CDIA
95
Capital Directions Investment Advisors
Georgia
$28K 282 +282 New
NFG
96
Next Financial Group
Texas
$20K 203 +1 +0.5%
CCM
97
Covington Capital Management
California
$20K 200 +200 New
UBS AM
98
UBS AM
Illinois
$19.2K 191 -21 -10%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$18K 179 – –
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$16K 159 – –
1 2 3
4
5