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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 $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.

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
–

Top Buyers

1
F
1
FutureAdvisor
California
$45.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.5M
3
PWAG
3
Polaris Wealth Advisory Group
California
$7.21M
4
PCA
4
Personal Capital Advisors
California
$17M
5
JIR
5
James Investment Research
Ohio
$2.48M

Top Sellers

1
Jane Street
1
Jane Street
New York
$732K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.9M
4
VKH
4
Virtu KCG Holdings
New York
$3.06M
5
MWM
5
Modera Wealth Management
New Jersey
$514K
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
FutureAdvisor
California
$45.7M 457,372 +169,686 +59%
Bank of America
2
Bank of America
North Carolina
$22M 219,925 +21,348 +11%
BIT
3
BlackRock Institutional Trust
California
$20.3M 203,013 – –
Morgan Stanley
4
Morgan Stanley
New York
$17.5M 175,351 +99,784 +132%
PCA
5
Personal Capital Advisors
California
$17M 170,184 +27,814 +20%
CPO
6
Cerity Partners OCIO
New York
$16.1M 161,030 +8,671 +6%
UBS Group
7
UBS Group
Switzerland
$14.5M 144,848 +7,093 +5%
Wells Fargo
8
Wells Fargo
California
$13.5M 135,209 +9,171 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.3M 123,123 +19,138 +18%
UCFA
10
United Capital Financial Advisors
Texas
$11M 109,833 +19,460 +22%
CL
11
CPWM LLC
Washington
$7.38M 73,855 +1,298 +2%
PWAG
12
Polaris Wealth Advisory Group
California
$7.21M 72,140 +72,140 New
AssetMark Inc
13
AssetMark Inc
California
$6.42M 64,256 -1,783 -3%
TFF
14
The Family Firm
Maryland
$5.2M 52,017 +8,195 +19%
SG Americas Securities
15
SG Americas Securities
New York
$5M 50,000 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.9M 38,978 -20,986 -35%
VKH
17
Virtu KCG Holdings
New York
$3.06M 30,629 -18,430 -38%
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$2.57M 25,737 -1,596 -6%
CS
19
Comerica Securities
Michigan
$2.54M 25,406 +277 +1%
LPL Financial
20
LPL Financial
California
$2.49M 24,935 -2,403 -9%
JIR
21
James Investment Research
Ohio
$2.48M 24,844 +24,844 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$2.39M 23,932 +7,402 +45%
IF
23
Ironwood Financial
Arizona
$2.05M 20,506 -4,777 -19%
BHB
24
Bank Hapoalim BM
Israel
– – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.9M 19,055 -23,643 -55%
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