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iShares 0-5 Year TIPS Bond ETF

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $775M → $965M (+$190M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more funds holding

Funds holding: 146158 (+12)

0.73% more ownership

Funds ownership: 54.83%55.56% (+0.73%)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
76
Martin Capital Partners
Oregon
$862K -$1.6K -16 -0.2%
TIM
77
Tortoise Investment Management
New York
$851K +$748K +7,500 +750%
CAM
78
Covenant Asset Management
New Jersey
$827K +$23.3K +234 +3%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$826K -$4.17M -41,820 -84%
M&T Bank
80
M&T Bank
New York
$794K
FAAS
81
First Allied Advisory Services
California
$749K +$716K +7,174 +2,235%
BFA
82
Beaumont Financial Advisors
Massachusetts
$746K +$260K +2,608 +54%
AI
83
Atria Investments
North Carolina
$744K -$71.4K -716 -9%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$694K +$108K +1,082 +18%
RCG
85
Ruggie Capital Group
Florida
$690K +$675K +6,765 +5,285%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$676K -$79.8K -800 -11%
MAS
87
Madden Advisory Services
Florida
$664K
PVH
88
Psagot Value Holdings
Israel
$644K -$2.99K -30 -0.5%
AWM
89
AE Wealth Management
Kansas
$611K +$345K +3,460 +131%
SS
90
Simplicity Solutions
Minnesota
$603K +$345K +3,460 +135%
SWP
91
Stratos Wealth Partners
Ohio
$592K +$590K +5,912 New
EWM
92
Empirical Wealth Management
Washington
$580K +$578K +5,792 New
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$572K +$570K +5,710 New
KFGK
94
Keystone Financial Group (Kentucky)
Kentucky
$525K
KWA
95
KCS Wealth Advisory
California
$522K +$112K +1,119 +27%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$504K +$9.68K +97 +2%
FA
97
Fortis Advisors
Pennsylvania
$503K +$501K +5,019 New
1WA
98
180 Wealth Advisors
Washington
$485K +$214K +2,143 +80%
Barclays
99
Barclays
United Kingdom
$468K
NWM
100
Northwest Wealth Management
Iowa
$461K +$124K +1,239 +37%