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iShares 0-5 Year TIPS Bond ETF

69 hedge funds and large institutions have $262M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $225M → $262M (+$37M)

2.03% more ownership

Funds ownership: 44.37%46.4% (+2%)

1% more funds holding

Funds holding: 6869 (+1)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
22
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F
1
FutureAdvisor
California
$45.7M +$16.9M +169,686 +59%
Bank of America
2
Bank of America
North Carolina
$22M +$2.13M +21,348 +11%
BIT
3
BlackRock Institutional Trust
California
$20.3M
Morgan Stanley
4
Morgan Stanley
New York
$17.5M +$9.96M +99,784 +132%
PCA
5
Personal Capital Advisors
California
$17M +$2.78M +27,814 +20%
CPO
6
Cerity Partners OCIO
New York
$16.1M +$866K +8,671 +6%
UBS Group
7
UBS Group
Switzerland
$14.5M +$708K +7,093 +5%
Wells Fargo
8
Wells Fargo
California
$13.5M +$916K +9,171 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.3M +$1.91M +19,138 +18%
UCFA
10
United Capital Financial Advisors
Texas
$11M +$1.94M +19,460 +22%
CL
11
CPWM LLC
Washington
$7.38M +$130K +1,298 +2%
PWAG
12
Polaris Wealth Advisory Group
California
$7.21M +$7.2M +72,140 New
AssetMark Inc
13
AssetMark Inc
California
$6.42M -$178K -1,783 -3%
TFF
14
The Family Firm
Maryland
$5.2M +$818K +8,195 +19%
SG Americas Securities
15
SG Americas Securities
New York
$5M
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.9M -$2.1M -20,986 -35%
VKH
17
Virtu KCG Holdings
New York
$3.06M -$1.84M -18,430 -38%
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$2.57M -$159K -1,596 -6%
CS
19
Comerica Securities
Michigan
$2.54M +$27.7K +277 +1%
LPL Financial
20
LPL Financial
California
$2.49M -$240K -2,403 -9%
JIR
21
James Investment Research
Ohio
$2.48M +$2.48M +24,844 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$2.39M +$739K +7,402 +45%
IF
23
Ironwood Financial
Arizona
$2.05M -$477K -4,777 -19%
BHB
24
Bank Hapoalim BM
Israel
$1.95M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.9M -$2.36M -23,643 -55%