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iShares 0-5 Year TIPS Bond ETF

113 hedge funds and large institutions have $661M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 22

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $604M → $661M (+$57M)

5% more funds holding

Funds holding: 108113 (+5)

1.23% more ownership

Funds ownership: 48.68%49.91% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
13
Increased
58
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$18K +$18.1K +179 New
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$16K
VCM
103
Vigilant Capital Management
Maine
$13K
AA
104
AlphaMark Advisors
Kentucky
$10K
Citigroup
105
Citigroup
New York
$10K
SBL
106
Sargent Bickham Lagudis
Colorado
$8K +$7.77K +77 New
FANJ
107
Financial Architects (New Jersey)
New Jersey
$7K
BCI
108
Brinker Capital Investments
Pennsylvania
$6K
PA
109
Parallel Advisors
California
$6K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.82K +$4.84K +48 New
NA
111
NewEdge Advisors
Louisiana
$4.5K +$4.54K +45 New
AWM
112
Avior Wealth Management
Nebraska
$4K
WA
113
WFG Advisors
Texas
$1K
IWM
114
IHT Wealth Management
Illinois
$10
SG Americas Securities
115
SG Americas Securities
New York
-$2.65M -26,132 Closed
UFF
116
USA Financial Formulas
Michigan
-$941K -9,271 Closed
VKH
117
Virtu KCG Holdings
New York
-$881K -8,687 Closed
GLA
118
Great Lakes Advisors
Illinois
-$241K -2,371 Closed
GIA
119
Granite Investment Advisors
New Hampshire
-$203K -2,000 Closed
TCM
120
Texan Capital Management
Texas
-$201K -1,980 Closed
RFWA
121
RPg Family Wealth Advisory
Massachusetts
-$30K -296 Closed
RPG
122
Risk Paradigm Group
Texas
-$13.6K -134 Closed