We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $661M → $712M (+$50.9M)

3.7% more ownership

Funds ownership: 49.91%53.61% (+3.7%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 113110 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.74%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$327K +$34.4K +342 +12%
IF
77
Ironwood Financial
Arizona
$297K
FI
78
FormulaFolio Investments
Michigan
$293K -$724K -7,210 -71%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$284K -$100K -1,000 -26%
BBA
80
BLB&B Advisors
Pennsylvania
$283K
DIA
81
Dana Investment Advisors
Wisconsin
$274K
3AM
82
3D Asset Management
Connecticut
$266K +$3.31K +33 +1%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$266K +$266K +2,645 New
Stifel Financial
84
Stifel Financial
Missouri
$246K -$55.9K -557 -18%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$241K
BHB
86
Bank Hapoalim BM
Israel
$236K
UCFA
87
United Capital Financial Advisors
Texas
$222K +$6.53K +65 +3%
WA
88
Winfield Associates
Ohio
$78K
GWM
89
Geneos Wealth Management
Colorado
$74K +$24.9K +248 +50%
IWM
90
IHT Wealth Management
Illinois
$67K
FPS
91
Fieldpoint Private Securities
Connecticut
$50K +$50.2K +500 New
PA
92
Parallel Advisors
California
$43K +$37.2K +370 +638%
M
93
MOTCO
Texas
$37K +$18.6K +185 +99%
OC
94
Oakworth Capital
Alabama
$32K -$25.1K -250 -44%
CDIA
95
Capital Directions Investment Advisors
Georgia
$28K +$28.3K +282 New
NFG
96
Next Financial Group
Texas
$20K +$100 +1 +0.5%
CCM
97
Covington Capital Management
California
$20K +$20.1K +200 New
UBS AM
98
UBS AM
Illinois
$19.2K -$2.11K -21 -10%
JP Morgan Chase
99
JP Morgan Chase
New York
$18K
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$16K