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iShares 0-5 Year TIPS Bond ETF

146 hedge funds and large institutions have $775M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more funds holding

Funds holding: 110146 (+36)

9% more capital invested

Capital invested by funds: $712M → $775M (+$63M)

1.23% more ownership

Funds ownership: 53.61%54.83% (+1.2%)

Holders
146
Holders Change
+36
Holders Change %
+32.73%
% of All Funds
3.31%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
45
Increased
46
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Corbenic Partners
Pennsylvania
$25K +$25.1K +250 New
OIA
127
OneDigital Investment Advisors
Kansas
$25K +$25.1K +250 New
CCM
128
Covington Capital Management
California
$20K
SPIA
129
Steward Partners Investment Advisory
New York
$19K +$19.6K +196 New
FGC
130
Financial Gravity Companies
Texas
$17K +$17.4K +174 New
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$16K
Citigroup
132
Citigroup
New York
$16K +$6.11K +61 +61%
CA
133
Calton & Associates
Florida
$16K +$16.9K +169 New
RCG
134
Ruggie Capital Group
Florida
$13K +$12.8K +128 New
AC
135
Avestar Capital
New York
$11K +$11.3K +113 New
AA
136
AlphaMark Advisors
Kentucky
$10K
US Bancorp
137
US Bancorp
Minnesota
$10K
SBL
138
Sargent Bickham Lagudis
Colorado
$9K -$1.4K -14 -14%
SEI Investments
139
SEI Investments
Pennsylvania
$7K -$7.82K -78 -52%
VCM
140
Vigilant Capital Management
Maine
$6K
FHA
141
First Horizon Advisors
Tennessee
$6K +$6.92K +69 New
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.79K
AWM
143
Avior Wealth Management
Nebraska
$4K
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K -$10.7K -107 -86%
TWA
145
TCI Wealth Advisors
Arizona
$2K +$1.9K +19 New
PAG
146
Private Advisory Group
Washington
-$606K -6,033 Closed
GFPC
147
Global Financial Private Capital
Florida
-$390K -3,884 Closed
FI
148
FormulaFolio Investments
Michigan
-$293K -2,918 Closed
GWM
149
Geneos Wealth Management
Colorado
-$74K -744 Closed
OC
150
Oakworth Capital
Alabama
-$32K -322 Closed