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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

70 hedge funds and large institutions have $323M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
21
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$67.8M
2
TAG
2
Tactical Allocation Group
Michigan
$5.08M
3
Jane Street
3
Jane Street
New York
$4.52M
4
PCA
4
Personal Capital Advisors
California
$28.2M
5
CWM
5
Concert Wealth Management
California
$3.02M

Top Sellers

1
PWAG
1
Polaris Wealth Advisory Group
California
$0
2
RBC
2
Ronald Blue & Co
Georgia
$1.47M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.6M
4
CPO
4
Cerity Partners OCIO
New York
$14.2M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$67.8M 673,284 +65,162 +11%
PCA
2
Personal Capital Advisors
California
$28.2M 280,130 +39,785 +17%
UBS Group
3
UBS Group
Switzerland
$21.1M 210,023 -15,642 -7%
BIT
4
BlackRock Institutional Trust
California
$20.4M 203,013 – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.4M 192,786 +29,402 +18%
UCFA
6
United Capital Financial Advisors
Texas
$16.4M 163,260 -2,091 -1%
Bank of America
7
Bank of America
North Carolina
$15.7M 155,850 +25,630 +20%
CPO
8
Cerity Partners OCIO
New York
$14.2M 140,766 -21,453 -13%
Morgan Stanley
9
Morgan Stanley
New York
$13.6M 135,104 -28,641 -17%
Wells Fargo
10
Wells Fargo
California
$12.7M 126,321 -2,756 -2%
SAC
11
Smith Affiliated Capital
New York
– – – –
SG Americas Securities
12
SG Americas Securities
New York
$7.67M 76,132 +26,132 +52%
CL
13
CPWM LLC
Washington
$7.28M 72,347 -1,665 -2%
AssetMark Inc
14
AssetMark Inc
California
$6.71M 66,629 +2,413 +4%
TFF
15
The Family Firm
Maryland
$5.68M 56,400 +2,214 +4%
TAG
16
Tactical Allocation Group
Michigan
$5.08M 50,442 +50,442 New
Jane Street
17
Jane Street
New York
$4.52M 44,890 +44,890 New
HFBOT
18
Home Federal Bank of Tennessee
Tennessee
$3.69M 36,654 +5,798 +19%
VKH
19
Virtu KCG Holdings
New York
$3.58M 35,549 +18,615 +110%
JIR
20
James Investment Research
Ohio
$3.17M 31,455 -11,734 -27%
CWM
21
Concert Wealth Management
California
$3.02M 29,999 +29,999 New
SIAM
22
Sterling Investment Advisors (Missouri)
Missouri
$2.63M 26,158 -654 -2%
LPL Financial
23
LPL Financial
California
$2.49M 24,734 +2,258 +10%
BHB
24
Bank Hapoalim BM
Israel
– – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.61M 16,009 -9,402 -37%
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