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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.

New
Increased
Maintained
Reduced
Closed
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 %
FA
151
Fortis Advisors
Pennsylvania
$525K +$400 +4 +0.1%
S
152
Surevest
California
$515K -$5.17M -51,694 -91%
FHC
153
First Heartland Consultants
Missouri
$515K +$400 +4 +0.1%
Creative Planning
154
Creative Planning
Kansas
$510K -$88.5K -885 -15%
M&T Bank
155
M&T Bank
New York
$509K +$509K +5,095 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$498K +$2.1K +21 +0.4%
CSM
157
CAMG Solamere Management
North Carolina
$478K -$245K -2,450 -34%
IWA
158
Independence Wealth Advisors
Virginia
$475K -$14K -140 -3%
AFAS
159
Acorn Financial Advisory Services
Virginia
$465K +$57.2K +572 +14%
MML Investors Services
160
MML Investors Services
Massachusetts
$456K -$316K -3,160 -41%
BWA
161
Beam Wealth Advisors
Louisiana
$434K -$12.5K -125 -3%
APA
162
American Portfolios Advisors
New York
$426K +$158K +1,581 +59%
LWANC
163
Laurel Wealth Advisors (North Carolina)
North Carolina
$424K – – –
AF
164
Allworth Financial
California
$405K -$56.4K -564 -12%
SWM
165
Sugarloaf Wealth Management
Georgia
$403K -$385K -3,859 -49%
TSS
166
Two Sigma Securities
New York
$400K +$400K +4,008 New
BAM
167
Belpointe Asset Management
Nevada
$366K +$225K +2,254 +160%
CM
168
Columbus Macro
Pennsylvania
$357K +$21.4K +214 +6%
MAWCM
169
Mine & Arao Wealth Creation & Management
California
$346K +$100 +1 +0%
CCM
170
Chilton Capital Management
Texas
$346K +$346K +3,464 New
Barclays
171
Barclays
United Kingdom
$343K – – –
KFGK
172
Keystone Financial Group (Kentucky)
Kentucky
$330K -$16.9K -169 -5%
BCM
173
Boltwood Capital Management
California
$330K – – –
LG
174
LaFleur & Godfrey
Michigan
$329K – – –
LWCFA
175
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$325K +$66.2K +662 +26%
5 6
7
8 9