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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.52M
3
JIR
3
James Investment Research
Ohio
$7.77M
4
PCA
4
Personal Capital Advisors
California
$43.2M
5
LF
5
Lee Financial
Texas
$3.69M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.07M
3
RPG
3
Risk Paradigm Group
Texas
$552K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$82.6M 819,931 +15,895 +2%
PCA
2
Personal Capital Advisors
California
$43.2M 428,476 +41,305 +11%
Bank of America
3
Bank of America
North Carolina
$25.8M 255,710 +107,406 +72%
BIT
4
BlackRock Institutional Trust
California
$20.4M 203,013 – –
UBS Group
5
UBS Group
Switzerland
$17M 168,785 -15,742 -9%
CPO
6
Cerity Partners OCIO
New York
$16.8M 166,812 +6,285 +4%
Wells Fargo
7
Wells Fargo
California
$15M 148,915 +12,551 +9%
SAC
8
Smith Affiliated Capital
New York
– – – –
Morgan Stanley
9
Morgan Stanley
New York
$9.07M 90,007 -51,247 -36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.52M 84,639 +53,211 +169%
JIR
11
James Investment Research
Ohio
$7.77M 77,169 +48,976 +174%
CL
12
CPWM LLC
Washington
$7.74M 76,807 +3,465 +5%
TFF
13
The Family Firm
Maryland
$6.28M 62,328 +814 +1%
LF
14
Lee Financial
Texas
$3.69M 36,628 +36,628 New
HFBOT
15
Home Federal Bank of Tennessee
Tennessee
$3.45M 34,268 +96 +0.3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.35M 33,256 +28,824 +650%
LPL Financial
17
LPL Financial
California
$3.34M 33,157 +21,062 +174%
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$3.27M 32,481 -1,593 -5%
NCM
19
New Capital Management
Texas
$3.21M 31,850 +31,850 New
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$3.08M 30,550 +30,550 New
SHIM
21
Stone House Investment Management
Pennsylvania
$2.8M 27,787 +27,787 New
MWM
22
Mascoma Wealth Management
New Hampshire
$2.73M 27,059 +27,059 New
SG Americas Securities
23
SG Americas Securities
New York
$2.63M 26,132 – –
PAG
24
Private Advisor Group
New Jersey
$2.48M 24,590 +7,835 +47%
Jane Street
25
Jane Street
New York
$2.23M 22,115 +2,840 +15%
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