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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 Market Value Shares Shares
Change 		Shares
Change %
DAS
151
Dynamic Advisor Solutions
Arizona
$213K 2,135 -11,756 -85%
AWA
152
Acorn Wealth Advisors
Michigan
$210K 2,114 +13 +0.6%
VIA
153
Vantage Investment Advisors
Pennsylvania
$204K 2,051 +159 +8%
LFPWM
154
Leicht Financial Planning & Wealth Management
New Jersey
$201K 2,027 +2,027 New
IF
155
Ironwood Financial
Arizona
$155K 1,559 -147 -9%
OIA
156
OneDigital Investment Advisors
Kansas
$155K 1,550 – –
AIM
157
Advantage Investment Management
Iowa
$144K 1,442 +1,442 New
SEI Investments
158
SEI Investments
Pennsylvania
$141K 1,411 +325 +30%
CFA
159
Carroll Financial Associates
North Carolina
$139K 1,404 – –
ZIG
160
Zurich Insurance Group
Switzerland
$133K 1,330 +1,330 New
APA
161
American Portfolios Advisors
New York
$96.8K 971 +971 New
MIFH
162
Migdal Insurance & Financial Holdings
Israel
$90K 900 -564 -39%
M
163
MOTCO
Texas
$81K 812 +171 +27%
FHA
164
Flagship Harbor Advisors
Massachusetts
$81K 820 +820 New
US Bancorp
165
US Bancorp
Minnesota
$78K 784 +480 +158%
SPIA
166
Steward Partners Investment Advisory
New York
$68K 679 +679 New
Citigroup
167
Citigroup
New York
$66K 661 – –
GWM
168
Geneos Wealth Management
Colorado
$64K 650 +400 +160%
IP
169
Intellectus Partners
California
$55K 550 – –
TL
170
TrueWealth LLC
Georgia
$55K 556 +4 +0.7%
WT
171
Whittier Trust
California
$49K 496 – –
PA
172
Parallel Advisors
California
$42K 428 – –
FGAM
173
Financial Gravity Asset Management
Texas
$40K 409 -362 -47%
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37K 366 +3 +0.8%
ASN
175
Advisory Services Network
Georgia
$36K 365 +365 New
5 6
7
8 9