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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 %
WCG
201
Weaver Consulting Group
California
$117K – – –
TCM
202
TD Capital Management
Tennessee
$112K +$112K +1,092 New
GRP
203
Global Retirement Partners
California
$102K +$15.1K +147 +17%
FHA
204
Flagship Harbor Advisors
Massachusetts
$83K – – –
CFA
205
Carroll Financial Associates
North Carolina
$80K – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$62K +$61K +595 +5,950%
TL
207
TrueWealth LLC
Georgia
$58K – – –
OPS
208
Orion Portfolio Solutions
Nebraska
$56K +$30.5K +300 +120%
CAAS
209
Capital Asset Advisory Services
Michigan
$47K +$3.03K +29 +7%
CB
210
Community Bank
New York
$42K +$42K +402 New
First Manhattan
211
First Manhattan
New York
$38K – – –
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$35K +$35K +340 New
SWM
213
Selective Wealth Management
Virginia
$34K – – –
PIMG
214
Patriot Investment Management Group
Tennessee
$30.2K +$30.2K +295 New
IF
215
Ironwood Financial
Arizona
$26K -$26.4K -256 -50%
SFPG
216
Stonebridge Financial Planning Group
Florida
$26K +$26K +250 New
GWM
217
Geneos Wealth Management
Colorado
$25K -$24.7K -248 -50%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$23K +$3.08K +30 +15%
FANJ
219
Financial Architects (New Jersey)
New Jersey
$22K – – –
CCM
220
Covington Capital Management
California
$20K – – –
SMG
221
Spectrum Management Group
Indiana
$17K +$17K +170 New
BAMG
222
Brand Asset Management Group
Missouri
$16K -$28.5K -273 -64%
JFA
223
JNBA Financial Advisors
Minnesota
$16K – – –
PA
224
Parallel Advisors
California
$16K +$9.66K +96 +152%
EWM
225
Endurance Wealth Management
Rhode Island
$15K – – –
7 8
9
10 11