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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.08B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
4.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
44
Increased
87
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$47.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.5M
3
KLC
3
Knowledge Leaders Capital
Colorado
$9.23M
4
PCA
4
Personal Capital Advisors
California
$78.8M
5
LF
5
Lee Financial
Texas
$32.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$10.2M
2
BlackRock
2
BlackRock
New York
$135M
3
QFA
3
Quattro Financial Advisors
Texas
$4.09M
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$31K
5
UBS Group
5
UBS Group
Switzerland
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NWM
101
Northwest Wealth Management
Iowa
$719K 7,211 +2,614 +57%
VF
102
Virtu Financial
New York
$701K 7,033 +7,033 New
AI
103
Atria Investments
North Carolina
$688K 6,904 -530 -7%
AWM
104
AE Wealth Management
Kansas
$687K 6,889 +786 +13%
1WA
105
180 Wealth Advisors
Washington
$684K 6,859 +2,037 +42%
SS
106
Simplicity Solutions
Minnesota
$679K 6,809 +784 +13%
MAS
107
Madden Advisory Services
Florida
$661K 6,635 – –
PVH
108
Psagot Value Holdings
Israel
$619K 6,210 -220 -3%
PEA
109
Pacific Edge Advisors
California
$598K 6,000 +6,000 New
SWP
110
Stratos Wealth Partners
Ohio
$589K 5,912 – –
EWM
111
Empirical Wealth Management
Washington
$584K 5,862 +70 +1%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$569K 5,710 – –
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$556K 5,574 -2,677 -32%
KWA
114
KCS Wealth Advisory
California
$554K 5,561 +351 +7%
PWM
115
Paulson Wealth Management
Illinois
$510K 5,118 +945 +23%
FA
116
Fortis Advisors
Pennsylvania
$505K 5,066 +47 +0.9%
IA
117
IFP Advisors
Florida
$493K 4,942 +1,920 +64%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$491K 4,915 -124 -2%
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$483K 4,869 -390 -7%
Barclays
120
Barclays
United Kingdom
$466K 4,675 – –
PA
121
PFG Advisors
Arizona
$416K 4,177 – –
SMG
122
Smart Money Group
Texas
$409K 4,106 +97 +2%
Stifel Financial
123
Stifel Financial
Missouri
$409K 4,100 +569 +16%
FFA
124
Fragasso Financial Advisors
Pennsylvania
$395K 3,964 +573 +17%
ACM
125
AlphaStar Capital Management
North Carolina
$386K 3,874 +3,874 New
3 4
5
6 7