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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

69 hedge funds and large institutions have $190M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
18
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
1
FutureAdvisor
California
$20.3M
2
UBS Group
2
UBS Group
Switzerland
$13.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$6.85M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.81M
5
MWM
5
Modera Wealth Management
New Jersey
$7.45M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
PWAG
2
Polaris Wealth Advisory Group
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
Jane Street
4
Jane Street
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
FutureAdvisor
California
$20.3M 204,903 +204,903 New
Bank of America
2
Bank of America
North Carolina
$17.7M 178,665 +3,874 +2%
BIT
3
BlackRock Institutional Trust
California
$17.3M 175,059 – –
Wells Fargo
4
Wells Fargo
California
$13.7M 138,686 +20,984 +18%
UBS Group
5
UBS Group
Switzerland
$13.7M 138,410 +138,410 New
PCA
6
Personal Capital Advisors
California
$11.6M 116,865 +22,292 +24%
Morgan Stanley
7
Morgan Stanley
New York
$7.56M 76,348 -956 -1%
MWM
8
Modera Wealth Management
New Jersey
$7.45M 75,242 +51,481 +217%
UCFA
9
United Capital Financial Advisors
Texas
$6.85M 69,203 +54,217 +362%
CL
10
CPWM LLC
Washington
$6.83M 68,977 +281 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.81M 68,731 +53,745 +359%
AssetMark Inc
12
AssetMark Inc
California
$6.33M 63,950 +7,902 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.31M 63,735 +33,945 +114%
NEPWA
14
New England Private Wealth Advisors
Massachusetts
$6.2M 62,635 – –
TFF
15
The Family Firm
Maryland
$3.45M 34,796 +34,796 New
LPL Financial
16
LPL Financial
California
$3.07M 31,017 -6,989 -18%
JIR
17
James Investment Research
Ohio
– – – –
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$2.72M 27,423 +27,423 New
IF
19
Ironwood Financial
Arizona
$2.66M 26,810 +26,810 New
BHB
20
Bank Hapoalim BM
Israel
– – – –
BMM
21
Buffington Mohr McNeal
Idaho
$2.24M 22,570 -885 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.18M 22,031 -555 -2%
TCM
23
TD Capital Management
Tennessee
$1.72M 17,351 +17,351 New
MAS
24
Madden Advisory Services
Florida
$1.7M 17,190 -869 -5%
PI
25
Placemark Investments
Illinois
$1.6M 16,113 +57 +0.4%
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