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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

63 hedge funds and large institutions have $255M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
6
Increased
20
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$16.8M
2
CPO
2
Cerity Partners OCIO
New York
$53.3M
3
BIT
3
BlackRock Institutional Trust
California
$16.8M
4
PCA
4
Personal Capital Advisors
California
$5.02M
5
Wells Fargo
5
Wells Fargo
California
$11M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$6.75M
2
Bank of America
2
Bank of America
North Carolina
$20.4M
3
USAA
3
United Services Automobile Association
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.22M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$53.3M 526,880 +54,077 +11%
MWM
2
Modera Wealth Management
New Jersey
$52.7M 520,802 -3,203 -0.6%
Bank of America
3
Bank of America
North Carolina
$20.4M 201,540 -70,039 -26%
U
4
UBS
Switzerland
$16.8M 166,300 +54,852 +49%
BIT
5
BlackRock Institutional Trust
California
$16.8M 166,217 +52,946 +47%
Wells Fargo
6
Wells Fargo
California
$11M 109,036 +9,504 +10%
Morgan Stanley
7
Morgan Stanley
New York
$7.57M 74,856 -21,637 -22%
Credit Agricole
8
Credit Agricole
France
$6.75M 66,700 -316,110 -83%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$6.29M 62,183 – –
CL
10
CPWM LLC
Washington
$6.09M 60,257 +5,601 +10%
AssetMark Inc
11
AssetMark Inc
California
$5.86M 57,893 +936 +2%
PCA
12
Personal Capital Advisors
California
$5.02M 49,652 +12,531 +34%
RJA
13
Raymond James & Associates
Florida
$4.01M 39,639 +1,202 +3%
LPL Financial
14
LPL Financial
California
$3.97M 39,297 -3,925 -9%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$3.86M 38,177 +4,256 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.22M 31,800 -38,061 -54%
Deutsche Bank
17
Deutsche Bank
Germany
$2.76M 27,300 – –
JIR
18
James Investment Research
Ohio
– – – –
BMM
19
Buffington Mohr McNeal
Idaho
$2.53M 25,015 +355 +1%
MAS
20
Madden Advisory Services
Florida
$2.43M 23,999 -12,758 -35%
CS
21
Comerica Securities
Michigan
$1.97M 19,426 +5,230 +37%
PI
22
Placemark Investments
Illinois
$1.67M 16,492 -1,019 -6%
LNC
23
Lincoln National Corp
Pennsylvania
$1.26M 12,477 +506 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.22M 12,085 -37,181 -75%
RC
25
RegentAtlantic Capital
New Jersey
$1.18M 11,671 – –
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