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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.33B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-10
Holders Change %
-4.26%
% of All Funds
4.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
18
Increased
96
Reduced
73
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
Pasadena Private Wealth
California
$10.8M
2
PCA
Personal Capital Advisors
California
$111M
3
QFA
Quattro Financial Advisors
Texas
$7.88M
4
Bank of America
Bank of America
North Carolina
$77.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$160M
2
AssetMark Inc
AssetMark Inc
California
$2K
3
UBS Group
UBS Group
Switzerland
$70.8M
4
IA
IndexIQ Advisors
New York
$1K
5
BUB
BBVA USA Bancshares
Texas
$5.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
201
Covington Capital Management
California
$20K – – –
BAM
202
Baldrige Asset Management
Pennsylvania
$20K – – –
AWM
203
Avior Wealth Management
Nebraska
$20K +$203 +2 +1%
JFA
204
JNBA Financial Advisors
Minnesota
$16K – – –
FWM
205
Focused Wealth Management
New York
$14K -$15.4K -154 -52%
CI
206
CX Institutional
Indiana
$13K +$13K +125 New
PA
207
Parallel Advisors
California
$12K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$10K – – –
AA
209
AlphaMark Advisors
Kentucky
$10K – – –
PWMG
210
Prestige Wealth Management Group
New Jersey
$7K -$19.7K -194 -74%
LFG
211
Larson Financial Group
Missouri
$7K -$2.7K -27 -28%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.83K – – –
BWA
213
BDO Wealth Advisors
Florida
$4K -$3.9K -40 -49%
AssetMark Inc
214
AssetMark Inc
California
$2K -$38.8M -465,024 -100%
LWM
215
Lenox Wealth Management
Ohio
$2K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$2K +$2K +23 New
HWA
217
Heritage Wealth Advisors
Virginia
$1.31K – – –
IA
218
IndexIQ Advisors
New York
$1K -$11.6M -81,009 -100%
DRS
219
Deane Retirement Strategies
Louisiana
$1K – – –
EWM
220
Elmwood Wealth Management
California
$1K +$1K +8 New
JCM
221
Jacobi Capital Management
Pennsylvania
$1K +$1K +13 New
WIM
222
Westside Investment Management
California
$74 +$74 +737 New
Wolverine Trading
223
Wolverine Trading
Illinois
– -$2.86M -28,689 Closed
Renaissance Technologies
224
Renaissance Technologies
New York
– -$1.13M -11,300 Closed
NA
225
NewEdge Advisors
Louisiana
– -$1.03M -10,375 Closed
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