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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 $168M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
9
Increased
21
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$7.99M
2
PCA
2
Personal Capital Advisors
California
$9.5M
3
Jane Street
3
Jane Street
New York
$3.06M
4
UCFA
4
United Capital Financial Advisors
Texas
$1.51M
5
Bank of America
5
Bank of America
North Carolina
$17.6M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$2.39M
2
U
2
UBS
Switzerland
$13.5M
3
CS
3
Comerica Securities
Michigan
$0
4
TFA
4
Transamerica Financial Advisors
Florida
$1K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$17.6M 175,059 +2,850 +2%
Bank of America
2
Bank of America
North Carolina
$17.6M 174,791 +6,924 +4%
U
3
UBS
Switzerland
$13.5M 133,907 -36,187 -21%
CPO
4
Cerity Partners OCIO
New York
$12.2M 121,896 -435 -0.4%
Wells Fargo
5
Wells Fargo
California
$11.8M 117,702 +3,789 +3%
PCA
6
Personal Capital Advisors
California
$9.5M 94,573 +26,291 +39%
PWAG
7
Polaris Wealth Advisory Group
California
$7.99M 79,460 +79,460 New
Morgan Stanley
8
Morgan Stanley
New York
$7.77M 77,304 +437 +0.6%
CL
9
CPWM LLC
Washington
$6.9M 68,696 +2,349 +4%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$6.3M 62,635 +342 +0.5%
AssetMark Inc
11
AssetMark Inc
California
$5.63M 56,048 +1,651 +3%
LPL Financial
12
LPL Financial
California
$3.83M 38,006 -183 -0.5%
JIR
13
James Investment Research
Ohio
– – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.1M 30,872 -1,509 -5%
Jane Street
15
Jane Street
New York
$3.06M 30,436 +16,114 +113%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3M 29,790 -1,666 -5%
BHB
17
Bank Hapoalim BM
Israel
– – – –
RJA
18
Raymond James & Associates
Florida
$2.47M 24,577 -842 -3%
MWM
19
Modera Wealth Management
New Jersey
$2.39M 23,761 -40,009 -63%
BMM
20
Buffington Mohr McNeal
Idaho
$2.36M 23,455 -1,280 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.27M 22,586 -20,133 -47%
MAS
22
Madden Advisory Services
Florida
$1.82M 18,059 -2,375 -12%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$1.66M 16,530 -3,125 -16%
PI
24
Placemark Investments
Illinois
$1.61M 16,056 -216 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.51M 14,986 +6,402 +75%
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