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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

247 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-4
Holders Change %
-1.59%
% of All Funds
5.08%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
26
Increased
106
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$126M
2
UBS Group
2
UBS Group
Switzerland
$65.1M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$57.8M
4
HH
4
Hilltop Holdings
Texas
$13M
5
AIA
5
Arbor Investment Advisors
North Carolina
$21.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.7M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$10.5M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$0
4
HC
4
HNP Capital
New York
$0
5
LF
5
Lee Financial
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
151
Northwest Wealth Management
Iowa
$513K -$164K -1,596 -24%
Creative Planning
152
Creative Planning
Kansas
$482K -$40K -391 -8%
AFAS
153
Acorn Financial Advisory Services
Virginia
$478K +$1.84K +18 +0.4%
AO
154
Advisor OS
Illinois
$477K +$477K +4,658 New
SWM
155
Sugarloaf Wealth Management
Georgia
$474K +$61K +596 +15%
WWM
156
Western Wealth Management
Colorado
$458K -$81.9K -800 -15%
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$451K +$16.6K +162 +4%
APA
158
American Portfolios Advisors
New York
$446K +$9.83K +96 +2%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$440K -$69.8K -683 -14%
CSM
160
CAMG Solamere Management
North Carolina
$424K -$65.3K -638 -13%
AF
161
Allworth Financial
California
$415K – – –
WT
162
Washington Trust
Rhode Island
$409K +$85.4K +834 +26%
IA
163
IFP Advisors
Florida
$389K -$321K -3,161 -45%
MAS
164
Managed Account Services
Florida
$386K +$126K +1,222 +48%
CM
165
Columbus Macro
Pennsylvania
$373K +$7.88K +77 +2%
Citigroup
166
Citigroup
New York
$363K +$48.1K +470 +15%
CCM
167
Chilton Capital Management
Texas
$355K – – –
MAWCM
168
Mine & Arao Wealth Creation & Management
California
$353K -$1.33K -13 -0.4%
Barclays
169
Barclays
United Kingdom
$351K – – –
BCM
170
Boltwood Capital Management
California
$338K – – –
KFGK
171
Keystone Financial Group (Kentucky)
Kentucky
$338K – – –
LG
172
LaFleur & Godfrey
Michigan
$337K – – –
RJT
173
Raymond James Trust
Florida
$325K +$39.5K +386 +14%
CCM
174
Coldstream Capital Management
Washington
$307K +$307K +2,998 New
SFS
175
Sowell Financial Services
Arkansas
$297K +$1.64K +16 +0.6%
5 6
7
8 9