We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

72 hedge funds and large institutions have $290M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

9% more funds holding

Funds holding: 6672 (+6)

0.1% more ownership

Funds ownership: 50.92%51.03% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $303M → $290M (-$12.5M)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
26
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.2M +$60.3M +608,121 +60,812,100%
PCA
2
Personal Capital Advisors
California
$23.8M +$4.14M +41,721 +21%
UBS Group
3
UBS Group
Switzerland
$22.3M +$5.43M +54,767 +32%
BIT
4
BlackRock Institutional Trust
California
$20.1M
UCFA
5
United Capital Financial Advisors
Texas
$16.4M +$2.76M +27,889 +20%
Morgan Stanley
6
Morgan Stanley
New York
$16.2M -$406K -4,092 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.2M +$2.74M +27,624 +20%
CPO
8
Cerity Partners OCIO
New York
$16M +$115K +1,160 +0.7%
Bank of America
9
Bank of America
North Carolina
$12.9M -$32.5M -327,509 -72%
Wells Fargo
10
Wells Fargo
California
$12.8M +$58.4K +589 +0.5%
CL
11
CPWM LLC
Washington
$7.32M -$26.5K -267 -0.4%
AssetMark Inc
12
AssetMark Inc
California
$6.35M +$19.8K +200 +0.3%
PWAG
13
Polaris Wealth Advisory Group
California
$6.17M -$370K -3,737 -6%
TFF
14
The Family Firm
Maryland
$5.36M +$210K +2,123 +4%
RBC
15
Ronald Blue & Co
Georgia
$4.99M +$3.92M +39,585 +363%
SG Americas Securities
16
SG Americas Securities
New York
$4.95M
JIR
17
James Investment Research
Ohio
$4.27M +$1.77M +17,850 +70%
HFBOT
18
Home Federal Bank of Tennessee
Tennessee
$3.05M +$3.06M +30,856 New
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$2.65M +$123K +1,239 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.54M -$291K -2,940 -10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.51M +$644K +6,501 +34%
LPL Financial
22
LPL Financial
California
$2.23M +$1.05M +10,563 +89%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$2.08M -$140K -1,409 -6%
BHB
24
Bank Hapoalim BM
Israel
$1.77M
VKH
25
Virtu KCG Holdings
New York
$1.68M -$480K -4,839 -22%