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iShares 0-5 Year TIPS Bond ETF

146 hedge funds and large institutions have $775M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more funds holding

Funds holding: 110146 (+36)

9% more capital invested

Capital invested by funds: $712M → $775M (+$63M)

1.23% more ownership

Funds ownership: 53.61%54.83% (+1.2%)

Holders
146
Holders Change
+36
Holders Change %
+32.73%
% of All Funds
3.31%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
45
Increased
46
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
76
Psagot Value Holdings
Israel
$645K +$52K +519 +9%
RIA
77
Regal Investment Advisors
Michigan
$628K +$630K +6,285 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$585K +$186K +1,856 +46%
RFS
79
Rockefeller Financial Services
New York
$570K
CFP
80
Cornerstone Financial Partners
North Carolina
$540K -$3.77M -37,632 -87%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$525K +$527K +5,259 New
TNBTD
82
Trustmark National Bank Trust Department
Mississippi
$520K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$494K -$89.8K -896 -15%
BFA
84
Beaumont Financial Advisors
Massachusetts
$483K -$149K -1,486 -23%
Barclays
85
Barclays
United Kingdom
$467K
SFPM
86
Sensible Financial Planning & Management
Massachusetts
$436K +$200 +2 +0%
IA
87
IndexIQ Advisors
New York
$422K -$386K -3,849 -48%
PA
88
PFG Advisors
Arizona
$414K +$416K +4,149 New
KWA
89
KCS Wealth Advisory
California
$409K +$410K +4,091 New
LG
90
LaFleur & Godfrey
Michigan
$385K
HighTower Advisors
91
HighTower Advisors
Illinois
$374K -$570K -5,688 -60%
FFA
92
Fragasso Financial Advisors
Pennsylvania
$371K +$6.51K +65 +2%
WT
93
Washington Trust
Rhode Island
$356K +$18.5K +185 +5%
NWM
94
Northwest Wealth Management
Iowa
$335K +$337K +3,358 New
VC
95
Vicus Capital
Pennsylvania
$319K -$29.8K -297 -8%
IA
96
IFP Advisors
Florida
$302K -$23.9K -238 -7%
IF
97
Ironwood Financial
Arizona
$291K -$4.01K -40 -1%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$283K
BBA
99
BLB&B Advisors
Pennsylvania
$282K
DIA
100
Dana Investment Advisors
Wisconsin
$273K