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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$129M
2
Jane Street
2
Jane Street
New York
$37.6M
3
LJAC
3
L.J. Altfest & Co
New York
$36.9M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$11.6M
5
BFG
5
Barber Financial Group
Kansas
$9.96M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$25.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.24M
3
HCM
3
Horan Capital Management
Maryland
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$826K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFPM
101
Sensible Financial Planning & Management
Massachusetts
$437K 4,368 – –
MFP
102
Mosaic Financial Partners
California
$423K 4,233 +4,233 New
PA
103
PFG Advisors
Arizona
$418K 4,177 +28 +0.7%
PWM
104
Paulson Wealth Management
Illinois
$418K 4,173 +4,173 New
SMG
105
Smart Money Group
Texas
$401K 4,009 +4,009 New
LG
106
LaFleur & Godfrey
Michigan
$384K 3,835 – –
HighTower Advisors
107
HighTower Advisors
Illinois
$370K 3,706 -19 -0.5%
WT
108
Washington Trust
Rhode Island
$359K 3,580 +11 +0.3%
Stifel Financial
109
Stifel Financial
Missouri
$356K 3,531 +1,085 +44%
FFA
110
Fragasso Financial Advisors
Pennsylvania
$340K 3,391 -325 -9%
CA
111
Cetera Advisors
Colorado
$332K 3,303 +3,303 New
GTAM
112
Global Trust Asset Management
Florida
$330K 3,300 +2,650 +408%
FIMG
113
Financial & Investment Management Group
Michigan
$326K 3,253 +3,253 New
VC
114
Vicus Capital
Pennsylvania
$316K 3,156 -42 -1%
IA
115
IFP Advisors
Florida
$302K 3,022 – –
DIA
116
Dana Investment Advisors
Wisconsin
$273K 2,730 – –
NA
117
Nottingham Advisors
New York
$254K 2,533 +16 +0.6%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$253K 2,530 +130 +5%
3AM
119
3D Asset Management
Connecticut
$248K 2,475 +23 +0.9%
SHIM
120
Stone House Investment Management
Pennsylvania
$247K 2,470 -30,961 -93%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$235K 2,350 -480 -17%
MCG
122
McCollum Christoferson Group
New York
$222K 2,215 -20 -0.9%
AWA
123
Acorn Wealth Advisors
Michigan
$210K 2,101 +485 +30%
WS
124
Wedbush Securities
California
$203K 2,024 +2,024 New
VIA
125
Vantage Investment Advisors
Pennsylvania
$189K 1,892 +1,892 New
3 4
5
6 7