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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $225M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
11
Increased
18
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
1
Cerity Partners OCIO
New York
$15.1M
2
F
2
FutureAdvisor
California
$28.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$4.97M
4
VKH
4
Virtu KCG Holdings
New York
$4.88M
5
Jane Street
5
Jane Street
New York
$4.04M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$1.17M
2
NEPWA
2
New England Private Wealth Advisors
Massachusetts
$0
3
BMM
3
Buffington Mohr McNeal
Idaho
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.24M
5
TCM
5
TD Capital Management
Tennessee
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
FutureAdvisor
California
$28.5M 287,686 +82,783 +40%
BIT
2
BlackRock Institutional Trust
California
$20.2M 203,013 +27,954 +16%
Bank of America
3
Bank of America
North Carolina
$19.7M 198,577 +19,912 +11%
CPO
4
Cerity Partners OCIO
New York
$15.1M 152,359 +152,359 New
PCA
5
Personal Capital Advisors
California
$14.3M 142,370 +25,505 +22%
UBS Group
6
UBS Group
Switzerland
$13.7M 137,755 -655 -0.5%
Wells Fargo
7
Wells Fargo
California
$12.5M 126,038 -12,648 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.3M 103,985 +35,254 +51%
UCFA
9
United Capital Financial Advisors
Texas
$9.04M 90,373 +21,170 +31%
Morgan Stanley
10
Morgan Stanley
New York
$7.51M 75,567 -781 -1%
CL
11
CPWM LLC
Washington
$7.21M 72,557 +3,580 +5%
AssetMark Inc
12
AssetMark Inc
California
$6.56M 66,039 +2,089 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.96M 59,964 +37,933 +172%
SG Americas Securities
14
SG Americas Securities
New York
$4.97M 50,000 +50,000 New
VKH
15
Virtu KCG Holdings
New York
$4.88M 49,059 +49,059 New
TFF
16
The Family Firm
Maryland
$4.36M 43,822 +9,026 +26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.24M 42,698 -21,037 -33%
Jane Street
18
Jane Street
New York
$4.04M 40,604 +40,604 New
LPL Financial
19
LPL Financial
California
$2.72M 27,338 -3,679 -12%
SIAM
20
Sterling Investment Advisors (Missouri)
Missouri
$2.72M 27,333 -90 -0.3%
IF
21
Ironwood Financial
Arizona
$2.51M 25,283 -1,527 -6%
CS
22
Comerica Securities
Michigan
$2.5M 25,129 +25,129 New
JIR
23
James Investment Research
Ohio
– – – –
BHB
24
Bank Hapoalim BM
Israel
– – – –
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$1.64M 16,530 +16,110 +3,836%
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