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iShares 0-5 Year TIPS Bond ETF

65 hedge funds and large institutions have $284M invested in iShares 0-5 Year TIPS Bond ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

18% more funds holding

Funds holding: 5565 (+10)

0% more capital invested

Capital invested by funds: $283M → $284M (+$1.3M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.15% less ownership

Funds ownership: 46.14%45.98% (-0.15%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
14
Increased
18
Reduced
20
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$56.6M +$5.56M +55,013 +11%
CPO
2
Cerity Partners OCIO
New York
$49M +$2.38M +23,555 +5%
Bank of America
3
Bank of America
North Carolina
$31.7M -$3.84M -38,023 -11%
Credit Agricole
4
Credit Agricole
France
$22.3M +$22.3M +220,766 New
U
5
UBS
Switzerland
$11.7M -$4.03M -39,915 -26%
BIT
6
BlackRock Institutional Trust
California
$11.3M
Wells Fargo
7
Wells Fargo
California
$9.96M +$3.24M +32,099 +48%
NA
8
Nottingham Advisors
New York
$8.29M -$339K -3,357 -4%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$8.16M +$1.52K +15 +0%
Morgan Stanley
10
Morgan Stanley
New York
$8.03M -$3.33M -32,987 -29%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$6.29M +$3.84K +38 +0.1%
AssetMark Inc
12
AssetMark Inc
California
$5.92M +$5.92M +58,560 New
MAS
13
Madden Advisory Services
Florida
$5.15M -$4.45M -44,043 -46%
Deutsche Bank
14
Deutsche Bank
Germany
$5.06M +$5.05M +49,973 +185,085%
RJA
15
Raymond James & Associates
Florida
$4.29M +$4.29M +42,432 New
LPL Financial
16
LPL Financial
California
$4.24M -$473K -4,685 -10%
USAA
17
United Services Automobile Association
Texas
$4.05M
CL
18
CPWM LLC
Washington
$3.05M
JIR
19
James Investment Research
Ohio
$2.74M
BMM
20
Buffington Mohr McNeal
Idaho
$2.6M -$79.8K -790 -3%
CFS
21
Community Financial System
New York
$2.39M
CIBC World Market
22
CIBC World Market
Ontario, Canada
$2.3M +$1.03M +10,172 +81%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.1M -$1.59M -15,698 -43%
PI
24
Placemark Investments
Illinois
$1.78M +$1.78M +17,631 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.68M -$4.46M -44,118 -73%