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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.27%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$24.9M
2
Truist Financial
2
Truist Financial
North Carolina
$22.8M
3
CRC
3
Curi RMB Capital
Illinois
$18.6M
4
EC
4
Estate Counselors
Wisconsin
$14.5M
5
PCA
5
Personal Capital Advisors
California
$132M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Jane Street
2
Jane Street
New York
$2.47M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
CCM
4
Coldstream Capital Management
Washington
$817K
5
HCA
5
Heck Capital Advisors
Wisconsin
$4.51M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$1.12M 11,110 +5,955 +116%
MOS
127
MGO One Seven
Ohio
$1.09M 10,850 +4,700 +76%
WAS
128
Wealth Advisory Solutions
Indiana
$1.05M 10,426 +10,426 New
CTA
129
Chesley Taft & Associates
Illinois
$1.03M 10,202 -994 -9%
LFS
130
Lutz Financial Services
Nebraska
$997K 9,905 +6 +0.1%
LI
131
LVZ Inc
Michigan
$989K 9,823 -2,848 -22%
PA
132
Parkside Advisors
California
$981K 9,743 +9,743 New
LFA
133
Landmark Financial Advisors
Kentucky
$960K 9,516 +6,121 +180%
EH
134
Equitable Holdings
New York
$934K 9,279 +9,279 New
PFA
135
Pure Financial Advisors
California
$923K 9,164 +131 +1%
EWM
136
Empirical Wealth Management
Washington
$913K 9,066 -3 -0%
SI
137
Stephens Inc
Arkansas
$889K 8,822 -1,395 -14%
TW
138
TrinityPoint Wealth
Connecticut
$881K 8,747 +368 +4%
1WA
139
180 Wealth Advisors
Washington
$845K 8,382 +2,502 +43%
GCA
140
Gradient Capital Advisors
California
$840K 8,345 +191 +2%
CCM
141
Coldstream Capital Management
Washington
$817K 8,108 -69,439 -90%
FNC
142
First National Corp
Massachusetts
$815K 8,097 +5,756 +246%
SWM
143
Sugarloaf Wealth Management
Georgia
$795K 7,896 +7,896 New
MML Investors Services
144
MML Investors Services
Massachusetts
$778K 7,722 +597 +8%
NWM
145
Northwest Wealth Management
Iowa
$776K 7,710 -2,279 -23%
IA
146
IFP Advisors
Florida
$765K 7,601 -1,101 -13%
CSM
147
CAMG Solamere Management
North Carolina
$729K 7,230 -1,200 -14%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$723K 7,180 -1,000 -12%
CF
149
Centaurus Financial
California
$703K 6,985 +1,666 +31%
KBFS
150
Kohmann Bosshard Financial Services
Ohio
$701K 6,960 -9 -0.1%
4 5
6
7 8