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iShares 0-5 Year TIPS Bond ETF

71 hedge funds and large institutions have $301M invested in iShares 0-5 Year TIPS Bond ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 6571 (+6)

6% more capital invested

Capital invested by funds: $284M → $301M (+$16.6M)

2.73% more ownership

Funds ownership: 45.98%48.71% (+2.7%)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
15
Increased
15
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$52.9M -$3.6M -35,543 -6%
CPO
2
Cerity Partners OCIO
New York
$47.7M -$1.22M -12,089 -2%
Credit Agricole
3
Credit Agricole
France
$38.7M +$16.4M +162,044 +73%
Bank of America
4
Bank of America
North Carolina
$27.4M -$4.23M -41,806 -13%
BIT
5
BlackRock Institutional Trust
California
$11.4M +$180K +1,777 +2%
U
6
UBS
Switzerland
$11.3M -$384K -3,790 -3%
Wells Fargo
7
Wells Fargo
California
$10M +$111K +1,095 +1%
Morgan Stanley
8
Morgan Stanley
New York
$9.74M +$1.73M +17,094 +22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.05M +$4.98M +49,117 +237%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$6.28M
AssetMark Inc
11
AssetMark Inc
California
$5.75M -$162K -1,603 -3%
CL
12
CPWM LLC
Washington
$5.52M +$2.47M +24,367 +80%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.98M +$3.31M +32,677 +197%
RBC
14
Ronald Blue & Co
Georgia
$4.62M +$3.92M +38,668 +546%
LPL Financial
15
LPL Financial
California
$4.36M +$135K +1,330 +3%
USAA
16
United Services Automobile Association
Texas
$4.04M
RJA
17
Raymond James & Associates
Florida
$3.88M -$405K -3,995 -9%
PCA
18
Personal Capital Advisors
California
$3.75M +$3.76M +37,121 New
MAS
19
Madden Advisory Services
Florida
$3.71M -$1.43M -14,127 -28%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$3.42M -$4.74M -46,748 -58%
JIR
21
James Investment Research
Ohio
$2.87M
Deutsche Bank
22
Deutsche Bank
Germany
$2.76M -$2.3M -22,700 -45%
NA
23
Nottingham Advisors
New York
$2.52M -$5.77M -56,975 -70%
BMM
24
Buffington Mohr McNeal
Idaho
$2.49M -$102K -1,010 -4%
BCM
25
Bluefin Capital Management
New York
$1.96M +$1.97M +19,414 New