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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.27%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$24.9M
2
Truist Financial
2
Truist Financial
North Carolina
$22.8M
3
CRC
3
Curi RMB Capital
Illinois
$18.6M
4
EC
4
Estate Counselors
Wisconsin
$14.5M
5
PCA
5
Personal Capital Advisors
California
$132M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Jane Street
2
Jane Street
New York
$2.47M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
CCM
4
Coldstream Capital Management
Washington
$817K
5
HCA
5
Heck Capital Advisors
Wisconsin
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
201
Wedbush Securities
California
$230K – – –
SXL
202
Summit X LLC
Missouri
$228K +$301 +3 +0.1%
Stifel Financial
203
Stifel Financial
Missouri
$227K -$96K -956 -30%
LB
204
Legacy Bridge
Iowa
$222K +$222K +2,200 New
3AM
205
3D Asset Management
Connecticut
$219K -$12.5K -124 -5%
VC
206
Vicus Capital
Pennsylvania
$216K -$21.8K -217 -9%
ODCM
207
Old Dominion Capital Management
Virginia
$215K – – –
UWM
208
USAdvisors Wealth Management
Minnesota
$210K +$210K +2,092 New
EAM
209
Evanson Asset Management
California
$207K – – –
WA
210
WBH Advisory
Maryland
$201K – – –
Fidelity Investments
211
Fidelity Investments
Massachusetts
$201K +$98.4K +977 +96%
BWA
212
BDO Wealth Advisors
Florida
$195K +$4.32K +43 +2%
Citigroup
213
Citigroup
New York
$173K +$70K +694 +68%
CTC
214
Central Trust Company
Missouri
$149K +$149K +1,481 New
BAM
215
Belpointe Asset Management
Nevada
$142K -$5.04K -50 -3%
FGAM
216
Financial Gravity Asset Management
Texas
$101K -$58.6K -2,966 -37%
DY
217
Dowling & Yahnke
California
$96K +$96K +949 New
MIFH
218
Migdal Insurance & Financial Holdings
Israel
$91K – – –
NFG
219
Next Financial Group
Texas
$89K -$32.6K -325 -27%
William Blair & Company
220
William Blair & Company
Illinois
$89K +$404 +4 +0.5%
FHA
221
Flagship Harbor Advisors
Massachusetts
$83K – – –
CFA
222
Carroll Financial Associates
North Carolina
$79K – – –
SL
223
Savior LLC
Massachusetts
$76K +$76K +758 New
CL
224
Cabana LLC
Arkansas
$65K +$65K +647 New
TL
225
TrueWealth LLC
Georgia
$57K +$100 +1 +0.2%
7 8
9
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