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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 %
MAFM
176
Mid Atlantic Financial Management
Pennsylvania
$280K +$18.6K +182 +7%
RCAG
177
Rehmann Capital Advisory Group
Michigan
$279K -$716 -7 -0.3%
UWM
178
USAdvisors Wealth Management
Minnesota
$278K -$770K -7,533 -73%
SXL
179
Summit X LLC
Missouri
$274K +$30.8K +301 +13%
Stifel Financial
180
Stifel Financial
Missouri
$274K +$45.2K +442 +20%
MFM
181
Mirsky Financial Management
New York
$264K -$1.14M -11,142 -81%
MCG
182
McCollum Christoferson Group
New York
$257K +$7.17K +70 +3%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$246K – – –
BMM
184
Berkshire Money Management
Massachusetts
$244K +$244K +2,379 New
IAN
185
Integrated Advisors Network
Texas
$241K -$342K -3,336 -59%
DAS
186
Dynamic Advisor Solutions
Arizona
$227K -$5.52K -54 -2%
MC
187
Moors & Cabot
Massachusetts
$227K +$227K +2,217 New
LB
188
Legacy Bridge
Iowa
$225K – – –
ODCM
189
Old Dominion Capital Management
Virginia
$218K – – –
VC
190
Vicus Capital
Pennsylvania
$216K +$819 +8 +0.4%
BFA
191
Beacon Financial Advisory
Ohio
$214K -$101K -993 -32%
EAM
192
Evanson Asset Management
California
$211K – – –
WA
193
Winfield Associates
Ohio
$205K +$205K +2,000 New
WA
194
WBH Advisory
Maryland
$204K +$204K +2,000 New
GPA
195
Guidance Point Advisors
Massachusetts
$202K +$202K +1,975 New
PA
196
Procyon Advisors
Connecticut
$197K – – –
BWA
197
BDO Wealth Advisors
Florida
$195K +$919 +9 +0.5%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$189K +$158K +1,550 +517%
BAM
199
Belpointe Asset Management
Nevada
$147K -$228K -2,227 -61%
William Blair & Company
200
William Blair & Company
Illinois
$131K +$37.9K +369 +41%
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8
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