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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.28B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
251
Holders Change
-16
Holders Change %
-5.99%
% of All Funds
5.54%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
24
Increased
91
Reduced
101
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$141M
2
RJA
2
Raymond James & Associates
Florida
$21.4M
3
AIA
3
Arbor Investment Advisors
North Carolina
$9.26M
4
HC
4
HNP Capital
New York
$8.64M
5
Bank of America
5
Bank of America
North Carolina
$89.5M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$2.49M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$44.3M
5
LJAC
5
L.J. Altfest & Co
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FGAM
201
Financial Gravity Asset Management
Texas
$207K 11,139 +6,026 +118%
EAM
202
Evanson Asset Management
California
$205K 2,056 – –
PA
203
Procyon Advisors
Connecticut
$192K 1,922 +1,922 New
BWA
204
BDO Wealth Advisors
Florida
$190K 1,900 -40 -2%
WCG
205
Weaver Consulting Group
California
$114K 1,140 +639 +128%
William Blair & Company
206
William Blair & Company
Illinois
$91K 908 +26 +3%
NFG
207
Next Financial Group
Texas
$89K 889 +1 +0.1%
GRP
208
Global Retirement Partners
California
$85K 848 +322 +61%
FHA
209
Flagship Harbor Advisors
Massachusetts
$82K 820 – –
CFA
210
Carroll Financial Associates
North Carolina
$78K 789 – –
TL
211
TrueWealth LLC
Georgia
$57K 569 – –
IF
212
Ironwood Financial
Arizona
$51K 508 -38 -7%
GWM
213
Geneos Wealth Management
Colorado
$49K 499 -4,980 -91%
BAMG
214
Brand Asset Management Group
Missouri
$43K 426 -14,665 -97%
CAAS
215
Capital Asset Advisory Services
Michigan
$43K 421 -77 -15%
First Manhattan
216
First Manhattan
New York
$37K 380 – –
SWM
217
Selective Wealth Management
Virginia
$33K 333 – –
MIFH
218
Migdal Insurance & Financial Holdings
Israel
$30K 300 -600 -67%
SAM
219
S.A. Mason
Michigan
$26K 260 +150 +136%
OPS
220
Orion Portfolio Solutions
Nebraska
$25K 250 +250 New
BII
221
Bainco International Investors
Massachusetts
$24K 244 +244 New
AIC
222
Ameritas Investment Company
Nebraska
$23K 231 +231 New
GI
223
Gradient Investments
Minnesota
$22K 221 -248 -53%
FANJ
224
Financial Architects (New Jersey)
New Jersey
$21K 211 – –
CCM
225
Covington Capital Management
California
$20K 200 – –
7 8
9
10 11