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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.25B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 33 closing their positions.

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.95%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
55
Increased
83
Reduced
62
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$131M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.9M
3
UBS Group
3
UBS Group
Switzerland
$52M
4
AMM
4
American Money Management
California
$7.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$102M
2
BlackRock
2
BlackRock
New York
$95M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
DWM
4
Destination Wealth Management
California
$38.8M
5
JIR
5
James Investment Research
Ohio
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
101
Stephens Inc
Arkansas
$1.05M 10,689 -3,775 -26%
RC
102
RegentAtlantic Capital
New Jersey
$1.04M 10,591 -1,430 -12%
MFM
103
Mirsky Financial Management
New York
$1.02M 10,441 +10,441 New
BP
104
Ballentine Partners
Massachusetts
$1.01M 10,327 – –
PFM
105
Phillips Financial Management
Indiana
$1M 10,206 -65 -0.6%
JSA
106
Jacobson & Schmitt Advisors
Wisconsin
$990K 10,098 +127 +1%
PFA
107
Pure Financial Advisors
California
$988K 10,077 +6,353 +171%
NWM
108
Northwest Wealth Management
Iowa
$944K 9,626 +1,517 +19%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$938K 9,564 +2,251 +31%
CSM
110
CAMG Solamere Management
North Carolina
$826K 8,430 +8,430 New
CAM
111
Covenant Asset Management
New Jersey
$815K 8,254 – –
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$783K 7,993 +7,993 New
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$777K 7,932 -1,662 -17%
LFS
114
Lutz Financial Services
Nebraska
$763K 7,784 +7,784 New
RCG
115
Ruggie Capital Group
Florida
$757K 7,720 +180 +2%
WWM
116
Western Wealth Management
Colorado
$738K 7,525 +7,525 New
HFS
117
HL Financial Services
Kentucky
$704K 7,184 +7,184 New
SMG
118
Smart Money Group
Texas
$700K 7,140 +2,643 +59%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$684K 6,981 -1,541 -18%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$678K 6,915 +6,915 New
EWM
121
Empirical Wealth Management
Washington
$677K 6,907 +2,940 +74%
1WA
122
180 Wealth Advisors
Washington
$629K 6,372 -156 -2%
SWP
123
Stratos Wealth Partners
Ohio
$620K 6,330 -1,025 -14%
PWAG
124
Polaris Wealth Advisory Group
California
$596K 6,079 -605 -9%
NFG
125
Next Financial Group
Texas
$592K 6,038 +5,833 +2,845%
3 4
5
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