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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 Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Washington Trust
Rhode Island
$380K +$23K +231 +6%
CA
127
Cetera Advisors
Colorado
$380K +$50.6K +507 +15%
LG
128
LaFleur & Godfrey
Michigan
$377K -$4.98K -50 -1%
MFP
129
Mosaic Financial Partners
California
$364K -$57.8K -580 -14%
CCM
130
Crabel Capital Management
California
$360K +$360K +3,615 New
HighTower Advisors
131
HighTower Advisors
Illinois
$343K -$25.8K -259 -7%
GTAM
132
Global Trust Asset Management
Florida
$330K +$898 +9 +0.3%
NG
133
NatWest Group
United Kingdom
$327K +$327K +3,280 New
FIMG
134
Financial & Investment Management Group
Michigan
$326K +$1.5K +15 +0.5%
VC
135
Vicus Capital
Pennsylvania
$311K -$3.79K -38 -1%
AMM
136
American Money Management
California
$309K +$309K +3,100 New
WP
137
WealthSource Partners
California
$297K +$297K +2,982 New
Mariner
138
Mariner
Kansas
$266K +$266K +2,671 New
NA
139
Nottingham Advisors
New York
$254K – – –
GCA
140
Gradient Capital Advisors
California
$251K +$251K +2,516 New
3AM
141
3D Asset Management
Connecticut
$242K -$4.58K -46 -2%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$239K -$12.9K -130 -5%
SHIM
143
Stone House Investment Management
Pennsylvania
$235K -$10.8K -109 -4%
BFA
144
Beaumont Financial Advisors
Massachusetts
$233K -$508K -5,107 -69%
MCG
145
McCollum Christoferson Group
New York
$232K +$11.5K +115 +5%
MCM
146
Maple Capital Management
Vermont
$232K +$232K +2,330 New
SXL
147
Summit X LLC
Missouri
$230K +$230K +2,312 New
KA
148
Kovack Advisors
Florida
$229K +$229K +2,297 New
WS
149
Wedbush Securities
California
$227K +$25K +250 +12%
DWM
150
Darwin Wealth Management
Florida
$215K +$215K +2,288 New
4 5
6
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