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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.33B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
225
Holders Change
-10
Holders Change %
-4.26%
% of All Funds
4.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
18
Increased
96
Reduced
73
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Pasadena Private Wealth
California
$10.8M
2
PCA
2
Personal Capital Advisors
California
$111M
3
QFA
3
Quattro Financial Advisors
Texas
$7.88M
4
Bank of America
4
Bank of America
North Carolina
$77.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$160M
2
AssetMark Inc
2
AssetMark Inc
California
$2K
3
UBS Group
3
UBS Group
Switzerland
$70.8M
4
IA
4
IndexIQ Advisors
New York
$1K
5
BUB
5
BBVA USA Bancshares
Texas
$5.39M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
101
Cresset Asset Management
Illinois
$1.31M 13,067 -119 -0.9%
BP
102
Ballentine Partners
Massachusetts
$1.19M 11,813 – –
MFM
103
Mirsky Financial Management
New York
$1.18M 11,689 +466 +4%
PFM
104
Phillips Financial Management
Indiana
$1.14M 11,393 +1,177 +12%
CTA
105
Chesley Taft & Associates
Illinois
$1.13M 11,252 -8,368 -43%
NWM
106
Northwest Wealth Management
Iowa
$1.08M 10,726 -18 -0.2%
FGAM
107
Financial Gravity Asset Management
Texas
$1.07M 10,630 -3,202 -23%
RC
108
RegentAtlantic Capital
New Jersey
$1.07M 10,591 – –
SI
109
Stephens Inc
Arkansas
$1.04M 10,331 -257 -2%
LFS
110
Lutz Financial Services
Nebraska
$1.04M 10,317 +6,671 +183%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$1.02M 10,136 +666 +7%
PWM
112
Paulson Wealth Management
Illinois
$1.01M 10,106 +1,429 +16%
PFA
113
Pure Financial Advisors
California
$991K 9,853 -231 -2%
VAS
114
Vestmark Advisory Solutions
Massachusetts
$971K 9,655 +1,477 +18%
HW
115
Hancock Whitney
Mississippi
$935K 9,293 -4,210 -31%
EWM
116
Empirical Wealth Management
Washington
$912K 9,069 -653 -7%
MML Investors Services
117
MML Investors Services
Massachusetts
$866K 8,608 +2,143 +33%
CSM
118
CAMG Solamere Management
North Carolina
$848K 8,430 – –
Baird Financial Group
119
Baird Financial Group
Wisconsin
$842K 8,380 +8,380 New
LI
120
LVZ Inc
Michigan
$823K 8,185 +4,201 +105%
TW
121
TrinityPoint Wealth
Connecticut
$813K 8,112 -42 -0.5%
WWM
122
Western Wealth Management
Colorado
$769K 7,645 – –
GCA
123
Gradient Capital Advisors
California
$769K 7,642 +2,167 +40%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$767K 7,630 -445 -6%
IP
125
Investment Partners
Ohio
$705K 7,009 +2,382 +51%
3 4
5
6 7