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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
5.03%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.53%
New
26
Increased
86
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$59.9M
2
PCA
2
Personal Capital Advisors
California
$121M
3
SHWM
3
Smith & Howard Wealth Management
Georgia
$6.22M
4
UBS Group
4
UBS Group
Switzerland
$76.4M
5
CA
5
Cambridge Associates
Massachusetts
$6.21M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$150M
2
NA
2
Nottingham Advisors
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$27.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.8M
5
BlackRock
5
BlackRock
New York
$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
126
Smart Money Group
Texas
$632K +$20.4K +203 +3%
MOS
127
MGO One Seven
Ohio
$616K +$616K +6,150 New
1WA
128
180 Wealth Advisors
Washington
$588K +$208K +2,082 +55%
KWA
129
KCS Wealth Advisory
California
$576K +$44.4K +443 +8%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$572K – – –
GC
131
Garde Capital
Washington
$561K – – –
Creative Planning
132
Creative Planning
Kansas
$557K +$10.2K +102 +2%
RHBC
133
R.H. Bluestein & Co
Michigan
$553K +$553K +5,517 New
EWM
134
Executive Wealth Management
Michigan
$539K +$105K +1,046 +24%
CF
135
Centaurus Financial
California
$533K +$33.9K +338 +7%
SWP
136
Strategic Wealth Partners
Ohio
$529K +$57.4K +6,171 +12%
FA
137
Fortis Advisors
Pennsylvania
$523K +$4.51K +45 +0.9%
ASN
138
Advisory Services Network
Georgia
$518K – – –
FHC
139
First Heartland Consultants
Missouri
$511K +$3.6K +36 +0.7%
VRM
140
Vectors Research Management
New York
$508K +$508K +5,069 New
HC
141
HNP Capital
New York
$508K +$508K +5,069 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$468K -$25.6K -256 -5%
AF
143
Allworth Financial
California
$462K – – –
IWM
144
IHT Wealth Management
Illinois
$444K +$137K +1,371 +45%
WP
145
WealthSource Partners
California
$400K +$85.2K +851 +27%
BEC
146
Blue Edge Capital
Virginia
$396K +$25.7K +257 +7%
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$387K -$378K -3,770 -49%
SFS
148
Sowell Financial Services
Arkansas
$377K +$377K +3,761 New
PFS
149
Prospera Financial Services
Texas
$371K +$24.6K +246 +7%
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$348K – – –
4 5
6
7 8