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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
SEI Investments
101
SEI Investments
Pennsylvania
$15K -$79.7K -793 -84%
BF
102
BOK Financial
Oklahoma
$15K +$15.2K +151 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$12.5K +124 New
US Bancorp
104
US Bancorp
Minnesota
$10K -$28.1K -280 -73%
AA
105
AlphaMark Advisors
Kentucky
$10K
Citigroup
106
Citigroup
New York
$10K
SBL
107
Sargent Bickham Lagudis
Colorado
$10K +$2.51K +25 +32%
VCM
108
Vigilant Capital Management
Maine
$6K -$6.53K -65 -52%
BCI
109
Brinker Capital Investments
Pennsylvania
$6K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.82K
AWM
111
Avior Wealth Management
Nebraska
$4K
MWM
112
Mascoma Wealth Management
New Hampshire
-$4.37M -43,543 Closed
FTUS
113
Flow Traders U.S.
New York
-$4.31M -42,936 Closed
Comerica Bank
114
Comerica Bank
Texas
-$2.61M -26,015 Closed
Citadel Advisors
115
Citadel Advisors
Florida
-$2.53M -25,184 Closed
DWM
116
Darwin Wealth Management
Florida
-$697K -6,939 Closed
BCM
117
Brookstone Capital Management
Illinois
-$328K -3,264 Closed
VWA
118
V Wealth Advisors
Kansas
-$139K -1,343 Closed
Creative Planning
119
Creative Planning
Kansas
-$114K -1,140 Closed
GBT
120
Grove Bank & Trust
Florida
-$25K -250 Closed
OIA
121
OneDigital Investment Advisors
Kansas
-$25K -250 Closed
FANJ
122
Financial Architects (New Jersey)
New Jersey
-$7K -74 Closed
NA
123
NewEdge Advisors
Louisiana
-$4.5K -45 Closed