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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.08B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
4.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
44
Increased
87
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$47.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.5M
3
KLC
3
Knowledge Leaders Capital
Colorado
$9.23M
4
PCA
4
Personal Capital Advisors
California
$78.8M
5
LF
5
Lee Financial
Texas
$32.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$10.2M
2
BlackRock
2
BlackRock
New York
$135M
3
QFA
3
Quattro Financial Advisors
Texas
$4.09M
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$31K
5
UBS Group
5
UBS Group
Switzerland
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$1.62M 16,265 -6,251 -28%
FA
77
Forefront Analytics
Pennsylvania
$1.51M 15,100 +15,100 New
EIA
78
Eldridge Investment Advisors
New Hampshire
$1.44M 14,500 +5,000 +53%
FIM
79
Freedom Investment Management
Connecticut
$1.42M 14,271 -4,491 -24%
FAM
80
Formidable Asset Management
Ohio
$1.42M 14,267 +14,267 New
CTA
81
Chesley Taft & Associates
Illinois
$1.42M 14,255 +4,425 +45%
SFPM
82
Sensible Financial Planning & Management
Massachusetts
$1.39M 13,962 +9,594 +220%
SI
83
Stephens Inc
Arkansas
$1.33M 13,312 +13,312 New
CSIA
84
Charles Schwab Investment Advisory
California
$1.29M 12,935 -6,767 -34%
FPS
85
Fieldpoint Private Securities
Connecticut
$1.23M 12,310 +11,040 +869%
IWA
86
Independence Wealth Advisors
Virginia
$1.22M 12,233 +1,738 +17%
RC
87
RegentAtlantic Capital
New Jersey
$1.2M 12,021 -8,698 -42%
RCG
88
Ruggie Capital Group
Florida
$1.11M 11,153 +4,260 +62%
PFM
89
Phillips Financial Management
Indiana
$1.04M 10,433 +74 +0.7%
BP
90
Ballentine Partners
Massachusetts
$1.03M 10,327 – –
TIM
91
Tortoise Investment Management
New York
$1.02M 10,250 +1,750 +21%
AIA
92
Arbor Investment Advisors
North Carolina
$932K 9,345 +33 +0.4%
JSA
93
Jacobson & Schmitt Advisors
Wisconsin
$931K 9,338 +9,338 New
MCP
94
Martin Capital Partners
Oregon
$892K 8,945 +335 +4%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$854K 8,567 +1,631 +24%
CAM
96
Covenant Asset Management
New Jersey
$823K 8,254 – –
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$807K 8,100 +8,100 New
M&T Bank
98
M&T Bank
New York
$796K 7,979 +51 +0.6%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$765K 7,674 +926 +14%
LI
100
LVZ Inc
Michigan
$764K 7,664 +7,664 New
2 3
4
5 6