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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 %
SXL
176
Summit X LLC
Missouri
$227K -$3.5K -35 -2%
WCM
177
Windsor Capital Management
Arizona
$214K +$214K +2,136 New
ODCM
178
Old Dominion Capital Management
Virginia
$213K – – –
MCG
179
McCollum Christoferson Group
New York
$213K +$7.02K +70 +3%
EAM
180
Evanson Asset Management
California
$206K – – –
WA
181
WBH Advisory
Maryland
$200K – – –
BWA
182
BDO Wealth Advisors
Florida
$190K +$186K +1,856 +4,527%
BAM
183
Belpointe Asset Management
Nevada
$146K +$21.3K +213 +17%
ZIG
184
Zurich Insurance Group
Switzerland
$133K – – –
NFG
185
Next Financial Group
Texas
$121K -$485K -4,866 -80%
Citigroup
186
Citigroup
New York
$102K -$303K -3,034 -75%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$102K +$76.4K +763 +298%
MIFH
188
Migdal Insurance & Financial Holdings
Israel
$90K – – –
William Blair & Company
189
William Blair & Company
Illinois
$88K +$88K +878 New
FHA
190
Flagship Harbor Advisors
Massachusetts
$82K – – –
CFA
191
Carroll Financial Associates
North Carolina
$79K – – –
IF
192
Ironwood Financial
Arizona
$71K -$398 -4 -0.6%
GI
193
Gradient Investments
Minnesota
$63K -$4.39K -44 -7%
TL
194
TrueWealth LLC
Georgia
$57K +$301 +3 +0.5%
PVH
195
Psagot Value Holdings
Israel
$55K -$64.1K -641 -54%
GRP
196
Global Retirement Partners
California
$53K +$5.34K +53 +11%
WCG
197
Weaver Consulting Group
California
$50K – – –
SWM
198
Selective Wealth Management
Virginia
$45K +$45K +453 New
First Manhattan
199
First Manhattan
New York
$38K +$100 +1 +0.3%
AAM
200
Advisors Asset Management
Colorado
$37K – – –
6 7
8
9 10