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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$22.3M
2
AssetMark Inc
2
AssetMark Inc
California
$5.92M
3
MWM
3
Modera Wealth Management
New Jersey
$56.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$5.06M
5
RJA
5
Raymond James & Associates
Florida
$4.29M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$497K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.68M
3
MAS
3
Madden Advisory Services
Florida
$5.15M
4
U
4
UBS
Switzerland
$11.7M
5
Bank of America
5
Bank of America
North Carolina
$31.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$56.6M 559,548 +55,013 +11%
CPO
2
Cerity Partners OCIO
New York
$49M 484,892 +23,555 +5%
Bank of America
3
Bank of America
North Carolina
$31.7M 313,385 -38,023 -11%
Credit Agricole
4
Credit Agricole
France
$22.3M 220,766 +220,766 New
U
5
UBS
Switzerland
$11.7M 115,238 -39,915 -26%
BIT
6
BlackRock Institutional Trust
California
$11.3M 111,494 – –
Wells Fargo
7
Wells Fargo
California
$9.96M 98,437 +32,099 +48%
NA
8
Nottingham Advisors
New York
$8.29M 81,971 -3,357 -4%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$8.16M 80,669 +15 +0%
Morgan Stanley
10
Morgan Stanley
New York
$8.03M 79,399 -32,987 -29%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$6.29M 62,183 +38 +0.1%
AssetMark Inc
12
AssetMark Inc
California
$5.92M 58,560 +58,560 New
MAS
13
Madden Advisory Services
Florida
$5.15M 50,884 -44,043 -46%
Deutsche Bank
14
Deutsche Bank
Germany
$5.06M 50,000 +49,973 +185,085%
RJA
15
Raymond James & Associates
Florida
$4.29M 42,432 +42,432 New
LPL Financial
16
LPL Financial
California
$4.24M 41,892 -4,685 -10%
USAA
17
United Services Automobile Association
Texas
$4.05M 40,000 – –
CL
18
CPWM LLC
Washington
$3.05M 30,289 – –
JIR
19
James Investment Research
Ohio
– – – –
BMM
20
Buffington Mohr McNeal
Idaho
$2.6M 25,670 -790 -3%
CFS
21
Community Financial System
New York
$2.39M 23,615 – –
CIBC World Market
22
CIBC World Market
Ontario, Canada
$2.3M 22,729 +10,172 +81%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.1M 20,744 -15,698 -43%
PI
24
Placemark Investments
Illinois
$1.78M 17,631 +17,631 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.68M 16,589 -44,118 -73%
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