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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TW
126
TrinityPoint Wealth
Connecticut
$581K +$581K +5,932 New
PVH
127
Psagot Value Holdings
Israel
$579K -$21.6K -220 -4%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$560K – – –
GC
129
Garde Capital
Washington
$549K +$549K +5,599 New
GTAM
130
Global Trust Asset Management
Florida
$522K +$458K +4,670 +718%
FA
131
Fortis Advisors
Pennsylvania
$504K +$2.16K +22 +0.4%
CB
132
Community Bank
New York
$501K +$501K +5,110 New
KWA
133
KCS Wealth Advisory
California
$498K -$47.6K -485 -9%
GFP
134
Gryphon Financial Partners
Ohio
$483K +$483K +4,869 New
RA
135
RFG Advisory
Alabama
$461K -$128K -1,300 -22%
Barclays
136
Barclays
United Kingdom
$458K – – –
FPGK
137
Financial Partners Group (Kansas)
Kansas
$457K +$457K +4,667 New
AF
138
Allworth Financial
California
$452K +$452K +4,616 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$433K -$74K -755 -15%
CCM
140
Crabel Capital Management
California
$414K – – –
GCA
141
Gradient Capital Advisors
California
$406K -$157K -1,607 -28%
FHC
142
First Heartland Consultants
Missouri
$399K +$399K +4,070 New
SFS
143
Sowell Financial Services
Arkansas
$391K +$391K +3,994 New
Stifel Financial
144
Stifel Financial
Missouri
$390K +$53.4K +546 +16%
CA
145
Calton & Associates
Florida
$365K +$365K +3,727 New
KFGK
146
Keystone Financial Group (Kentucky)
Kentucky
$350K -$127K -1,295 -27%
PO
147
Private Ocean
California
$350K +$324K +3,298 +1,245%
EWM
148
Executive Wealth Management
Michigan
$346K +$346K +3,531 New
MML Investors Services
149
MML Investors Services
Massachusetts
$329K +$329K +3,356 New
WT
150
Washington Trust
Rhode Island
$327K -$10.8K -110 -3%
4 5
6
7 8