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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.

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 %
Barclays
151
Barclays
United Kingdom
$344K – – –
CM
152
Columbus Macro
Pennsylvania
$342K +$19.3K +193 +6%
FPGK
153
Financial Partners Group (Kansas)
Kansas
$341K -$22.1K -221 -6%
LFA
154
Landmark Financial Advisors
Kentucky
$340K +$340K +3,395 New
BCM
155
Boltwood Capital Management
California
$331K – – –
LG
156
LaFleur & Godfrey
Michigan
$330K – – –
Stifel Financial
157
Stifel Financial
Missouri
$322K -$48.8K -488 -13%
BPA
158
Beacon Pointe Advisors
California
$320K -$1.11M -11,040 -78%
WT
159
Washington Trust
Rhode Island
$311K -$27.1K -270 -8%
SP
160
Successful Portfolios
Florida
$305K +$305K +3,041 New
EIA
161
Eldridge Investment Advisors
New Hampshire
$300K +$300K +3,000 New
CIAS
162
Capital Investment Advisory Services
North Carolina
$287K – – –
ET
163
Equitable Trust
Tennessee
$285K +$4.81K +48 +2%
APA
164
American Portfolios Advisors
New York
$267K – – –
DWM
165
Darwin Wealth Management
Florida
$266K -$5.31K -53 -2%
AWA
166
Arete Wealth Advisors
Illinois
$255K +$255K +2,546 New
MAFM
167
Mid Atlantic Financial Management
Pennsylvania
$241K -$44.8K -447 -16%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$240K -$1.6K -16 -0.7%
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K +$205K +2,050 +591%
VC
170
Vicus Capital
Pennsylvania
$237K -$3.71K -37 -2%
BFA
171
Beaumont Financial Advisors
Massachusetts
$235K +$2.11K +21 +0.9%
FNC
172
First National Corp
Massachusetts
$234K +$234K +2,341 New
DAS
173
Dynamic Advisor Solutions
Arizona
$232K – – –
3AM
174
3D Asset Management
Connecticut
$230K +$1K +10 +0.4%
WS
175
Wedbush Securities
California
$228K – – –
5 6
7
8 9