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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

202 hedge funds and large institutions have $1.09B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.63%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.32%
New
29
Increased
94
Reduced
49
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIC
1
Keating Investment Counselors
Florida
$22.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
Ameriprise
3
Ameriprise
Minnesota
$19.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$3K
2
BlackRock
2
BlackRock
New York
$112M
3
KLC
3
Knowledge Leaders Capital
Colorado
$0
4
Jane Street
4
Jane Street
New York
$1.83M
5
FWM
5
Focused Wealth Management
New York
$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
176
Private Ocean
California
$26K +$26K +265 New
WSTAM
177
Wilbanks Smith & Thomas Asset Management
Virginia
$21K +$21K +215 New
CCM
178
Covington Capital Management
California
$20K – – –
NFG
179
Next Financial Group
Texas
$20K +$20K +205 New
SMFS
180
Squar Milner Financial Services
California
$15K -$4K -40 -21%
MSA
181
Marino Stram & Associates
Massachusetts
$13K +$13K +135 New
AWM
182
Avior Wealth Management
Nebraska
$12K +$202 +2 +2%
JWA
183
JFS Wealth Advisors
Pennsylvania
$11K +$11K +109 New
AA
184
AlphaMark Advisors
Kentucky
$10K – – –
BWA
185
BDO Wealth Advisors
Florida
$10K – – –
CPIG
186
Chicago Partners Investment Group
Illinois
$10K +$10K +97 New
BCI
187
Brinker Capital Investments
Pennsylvania
$7K – – –
LWM
188
Lenox Wealth Management
Ohio
$7K +$7K +313 New
PA
189
Parallel Advisors
California
$6K -$37.5K -369 -86%
VCM
190
Vigilant Capital Management
Maine
$6K – – –
FHA
191
First Horizon Advisors
Tennessee
$6K – – –
William Blair & Company
192
William Blair & Company
Illinois
$5K +$5K +48 New
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.74K – – –
FANJ
194
Financial Architects (New Jersey)
New Jersey
$4K – – –
NR
195
Newfound Research
Massachusetts
$4K +$4K +41 New
AssetMark Inc
196
AssetMark Inc
California
$3K -$53.1M -477,816 -100%
ADL
197
Asset Dedication LLC
California
$1K +$1K +11 New
CF
198
Centaurus Financial
California
$197 -$3.74K -38 -95%
AIIMS
199
Analyst IMS Investment Management Services
Israel
$6 +$6 +56 New
KLC
200
Knowledge Leaders Capital
Colorado
– -$9.23M -92,584 Closed
5 6 7
8
9