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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.28B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
251
Holders Change
-16
Holders Change %
-5.99%
% of All Funds
5.54%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
24
Increased
91
Reduced
101
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$141M
2
RJA
2
Raymond James & Associates
Florida
$21.4M
3
AIA
3
Arbor Investment Advisors
North Carolina
$9.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7M
5
HC
5
HNP Capital
New York
$8.64M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$2.49M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$44.3M
5
LJAC
5
L.J. Altfest & Co
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
101
Ellis Investment Partners
Pennsylvania
$1.94M 19,449 -1,633 -8%
MCP
102
Martin Capital Partners
Oregon
$1.9M 19,035 +638 +3%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$1.77M 17,717 +15,721 +788%
EVM
104
Eaton Vance Management
Massachusetts
$1.77M 17,692 -703 -4%
NPP
105
New Potomac Partners
Maryland
$1.53M 15,300 -750 -5%
JIR
106
James Investment Research
Ohio
$1.53M 15,278 -1,502 -9%
ATPW
107
Ashton Thomas Private Wealth
Arizona
$1.47M 14,729 -2,259 -13%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$1.46M 13,702 – –
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$1.43M 14,338 +9,924 +225%
FPS
110
Fieldpoint Private Securities
Connecticut
$1.41M 14,142 +117 +0.8%
VAS
111
Vestmark Advisory Solutions
Massachusetts
$1.38M 13,840 -13,008 -48%
MFM
112
Mirsky Financial Management
New York
$1.37M 13,720 +208 +2%
KL
113
KWMG LLC
Kansas
$1.36M 13,655 -5,283 -28%
CTA
114
Chesley Taft & Associates
Illinois
$1.27M 12,721 +2,519 +25%
EWM
115
Empirical Wealth Management
Washington
$1.26M 12,656 +3,590 +40%
BP
116
Ballentine Partners
Massachusetts
$1.24M 12,408 -661 -5%
PFM
117
Phillips Financial Management
Indiana
$1.19M 11,955 -198 -2%
AI
118
Atria Investments
North Carolina
$1.18M 11,800 -7,655 -39%
BUB
119
BBVA USA Bancshares
Texas
$1.18M 11,764 -4,396 -27%
PWM
120
PBMares Wealth Management
Virginia
$1.17M 11,756 -2,359 -17%
1WA
121
180 Wealth Advisors
Washington
$1.16M 11,510 +3,128 +37%
VA
122
Valmark Advisers
Ohio
$1.16M 11,596 +11,596 New
TCA
123
Transcend Capital Advisors
New Jersey
$1.13M 11,295 -793 -7%
Renaissance Technologies
124
Renaissance Technologies
New York
$1.12M 11,200 -9,800 -47%
GC
125
Guggenheim Capital
Illinois
$1.09M 10,859 +10,859 New
3 4
5
6 7