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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
1WA
101
180 Wealth Advisors
Washington
$268K +$269K +2,679 New
AWM
102
AE Wealth Management
Kansas
$264K +$265K +2,643 New
SS
103
Simplicity Solutions
Minnesota
$256K +$257K +2,565 New
NA
104
Nottingham Advisors
New York
$251K +$252K +2,517 New
3AM
105
3D Asset Management
Connecticut
$245K -$20.2K -202 -8%
Stifel Financial
106
Stifel Financial
Missouri
$244K -$1.3K -13 -0.5%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$240K
Jane Street
108
Jane Street
New York
$232K -$5.43M -54,136 -96%
FTUS
109
Flow Traders U.S.
New York
$230K +$231K +2,300 New
MCG
110
McCollum Christoferson Group
New York
$223K +$224K +2,235 New
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$222K -$3.89M -38,821 -95%
UCFA
112
United Capital Financial Advisors
Texas
$208K -$13K -130 -6%
AWA
113
Acorn Wealth Advisors
Michigan
$161K +$162K +1,616 New
SWP
114
Strategic Wealth Partners
Ohio
$125K +$124K +1,233 New
DG
115
Delek Group
Israel
$103K +$104K +1,034 New
TIM
116
Tortoise Investment Management
New York
$100K +$100K +1,000 New
TL
117
TrueWealth LLC
Georgia
$85K +$85.8K +856 New
WA
118
Winfield Associates
Ohio
$78K
IWM
119
IHT Wealth Management
Illinois
$67K
GTAM
120
Global Trust Asset Management
Florida
$65K +$65.2K +650 New
FPS
121
Fieldpoint Private Securities
Connecticut
$55K +$5.01K +50 +10%
M
122
MOTCO
Texas
$46K +$9.12K +91 +24%
PA
123
Parallel Advisors
California
$43K
UBS AM
124
UBS AM
Illinois
$40.8K +$21.9K +218 +114%
FAAS
125
First Allied Advisory Services
California
$32K +$32.2K +321 New