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iShares 0-5 Year TIPS Bond ETF

90 hedge funds and large institutions have $343M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more funds holding

Funds holding: 7590 (+15)

12% more capital invested

Capital invested by funds: $305M → $343M (+$37.4M)

0.36% less ownership

Funds ownership: 38.33%37.98% (-0.36%)

Holders
90
Holders Change
+15
Holders Change %
+20%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
32
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$82.6M +$1.6M +15,895 +2%
PCA
2
Personal Capital Advisors
California
$43.2M +$4.16M +41,305 +11%
Bank of America
3
Bank of America
North Carolina
$25.8M +$10.8M +107,406 +72%
BIT
4
BlackRock Institutional Trust
California
$20.4M
UBS Group
5
UBS Group
Switzerland
$17M -$1.59M -15,742 -9%
CPO
6
Cerity Partners OCIO
New York
$16.8M +$633K +6,285 +4%
Wells Fargo
7
Wells Fargo
California
$15M +$1.26M +12,551 +9%
SAC
8
Smith Affiliated Capital
New York
$12.1M
Morgan Stanley
9
Morgan Stanley
New York
$9.06M -$5.16M -51,247 -36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.52M +$5.36M +53,211 +169%
JIR
11
James Investment Research
Ohio
$7.77M +$4.93M +48,976 +174%
CL
12
CPWM LLC
Washington
$7.74M +$349K +3,465 +5%
TFF
13
The Family Firm
Maryland
$6.28M +$82K +814 +1%
LF
14
Lee Financial
Texas
$3.69M +$3.69M +36,628 New
HFBOT
15
Home Federal Bank of Tennessee
Tennessee
$3.45M +$9.67K +96 +0.3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.35M +$2.9M +28,824 +650%
LPL Financial
17
LPL Financial
California
$3.34M +$2.12M +21,062 +174%
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$3.27M -$160K -1,593 -5%
NCM
19
New Capital Management
Texas
$3.21M +$3.21M +31,850 New
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$3.08M +$3.08M +30,550 New
SHIM
21
Stone House Investment Management
Pennsylvania
$2.8M +$2.8M +27,787 New
MWM
22
Mascoma Wealth Management
New Hampshire
$2.73M +$2.72M +27,059 New
SG Americas Securities
23
SG Americas Securities
New York
$2.63M
PAG
24
Private Advisor Group
New Jersey
$2.48M +$789K +7,835 +47%
Jane Street
25
Jane Street
New York
$2.23M +$286K +2,840 +15%