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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

Holders
146
Holders Change
+36
Holders Change %
+32.73%
% of All Funds
3.32%
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
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$10.4M
2
HCM
2
Horan Capital Management
Maryland
$7.68M
3
PCA
3
Personal Capital Advisors
California
$63.1M
4
LNC
4
Lincoln National Corp
Pennsylvania
$7.25M
5
FWM
5
Focused Wealth Management
New York
$5.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$58.5M
2
Jane Street
2
Jane Street
New York
$232K
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$222K
4
CFP
4
Cornerstone Financial Partners
North Carolina
$540K
5
CPO
5
Cerity Partners OCIO
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
101
180 Wealth Advisors
Washington
$268K +$268K +2,679 New
AWM
102
AE Wealth Management
Kansas
$264K +$264K +2,643 New
SS
103
Simplicity Solutions
Minnesota
$256K +$256K +2,565 New
NA
104
Nottingham Advisors
New York
$251K +$251K +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 -$5.4M -54,136 -96%
FTUS
109
Flow Traders U.S.
New York
$230K +$230K +2,300 New
MCG
110
McCollum Christoferson Group
New York
$223K +$223K +2,235 New
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$222K -$3.88M -38,821 -95%
UCFA
112
United Capital Financial Advisors
Texas
$208K -$13K -130 -6%
AWA
113
Acorn Wealth Advisors
Michigan
$161K +$161K +1,616 New
SWP
114
Strategic Wealth Partners
Ohio
$125K +$125K +1,233 New
DG
115
Delek Group
Israel
$103K +$103K +1,034 New
TIM
116
Tortoise Investment Management
New York
$100K +$100K +1,000 New
TL
117
TrueWealth LLC
Georgia
$85K +$85K +856 New
WA
118
Winfield Associates
Ohio
$78K – – –
IWM
119
IHT Wealth Management
Illinois
$67K – – –
GTAM
120
Global Trust Asset Management
Florida
$65K +$65K +650 New
FPS
121
Fieldpoint Private Securities
Connecticut
$55K +$5K +50 +10%
M
122
MOTCO
Texas
$46K +$9.04K +91 +24%
PA
123
Parallel Advisors
California
$43K – – –
UBS AM
124
UBS AM
Illinois
$40.8K +$21.8K +218 +114%
FAAS
125
First Allied Advisory Services
California
$32K +$32K +321 New
3 4
5
6 7