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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.28B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
251
Holders Change
-16
Holders Change %
-5.99%
% of All Funds
5.54%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
24
Increased
91
Reduced
101
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$141M
2
RJA
2
Raymond James & Associates
Florida
$21.4M
3
AIA
3
Arbor Investment Advisors
North Carolina
$9.26M
4
HC
4
HNP Capital
New York
$8.64M
5
Bank of America
5
Bank of America
North Carolina
$89.5M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$2.49M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$44.3M
5
LJAC
5
L.J. Altfest & Co
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
126
USAdvisors Wealth Management
Minnesota
$1.02M +$815K +8,160 +390%
WAS
127
Wealth Advisory Solutions
Indiana
$1.02M -$19.5K -195 -2%
MOS
128
MGO One Seven
Ohio
$989K -$94.9K -950 -9%
SI
129
Stephens Inc
Arkansas
$936K +$54.8K +549 +6%
Franklin Resources
130
Franklin Resources
California
$910K +$910K +9,110 New
TW
131
TrinityPoint Wealth
Connecticut
$859K -$14.5K -145 -2%
EWM
132
Executive Wealth Management
Michigan
$847K +$219K +2,194 +35%
RF
133
RHS Financial
California
$831K +$831K +8,320 New
EH
134
Equitable Holdings
New York
$796K -$131K -1,311 -14%
PFA
135
Pure Financial Advisors
California
$776K -$139K -1,394 -15%
DIM
136
Delta Investment Management
California
$766K +$766K +7,676 New
GCA
137
Gradient Capital Advisors
California
$728K -$106K -1,060 -13%
TNBTD
138
Trustmark National Bank Trust Department
Mississippi
$706K -$1.91M -19,118 -73%
IA
139
IFP Advisors
Florida
$701K -$61.3K -611 -8%
KBFS
140
Kohmann Bosshard Financial Services
Ohio
$689K -$6.19K -62 -0.9%
NWM
141
Northwest Wealth Management
Iowa
$660K -$111K -1,107 -14%
ASN
142
Advisory Services Network
Georgia
$620K -$491K -4,909 -44%
HW
143
Hancock Whitney
Mississippi
$613K -$6K -60 -1%
BEC
144
Blue Edge Capital
Virginia
$590K +$185K +1,855 +46%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$574K +$3.89K +39 +0.7%
LFPWM
146
Leicht Financial Planning & Wealth Management
New Jersey
$573K -$1.9M -19,072 -77%
IAN
147
Integrated Advisors Network
Texas
$568K +$12.6K +126 +2%
SP
148
Successful Portfolios
Florida
$556K +$233K +2,330 +72%
WWM
149
Western Wealth Management
Colorado
$527K -$52K -520 -9%
GC
150
Garde Capital
Washington
$525K -$34.3K -343 -6%
4 5
6
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