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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

108 hedge funds and large institutions have $604M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
45
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$80.7M
2
DWM
2
Destination Wealth Management
California
$40.7M
3
BlackRock
3
BlackRock
New York
$114M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$17.6M
5
Bank of America
5
Bank of America
North Carolina
$42.8M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$351K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.97M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
RPG
4
Risk Paradigm Group
Texas
$13.6K
5
FIM
5
Freedom Investment Management
Connecticut
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$114M 1,121,676 +301,745 +37%
MWM
2
Modera Wealth Management
New Jersey
$80.7M 795,008 +795,008 New
PCA
3
Personal Capital Advisors
California
$48.1M 474,322 +45,846 +11%
Bank of America
4
Bank of America
North Carolina
$42.8M 421,554 +165,844 +65%
DWM
5
Destination Wealth Management
California
$40.7M 400,739 +400,739 New
UBS Group
6
UBS Group
Switzerland
$30M 295,509 +126,724 +75%
Wells Fargo
7
Wells Fargo
California
$20.7M 204,085 +55,170 +37%
CPO
8
Cerity Partners OCIO
New York
$19.8M 194,861 +28,049 +17%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.6M 173,887 +173,887 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$16.7M 164,340 +149,078 +977%
LF
11
Lee Financial
Texas
$13.1M 129,321 +92,693 +253%
SAC
12
Smith Affiliated Capital
New York
– – – –
JIR
13
James Investment Research
Ohio
$11M 107,972 +30,803 +40%
Morgan Stanley
14
Morgan Stanley
New York
$10.2M 100,332 +10,325 +11%
CL
15
CPWM LLC
Washington
$7.58M 74,747 -2,060 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.97M 68,724 -15,915 -19%
TFF
17
The Family Firm
Maryland
$6.82M 67,224 +4,896 +8%
SHIM
18
Stone House Investment Management
Pennsylvania
$5.5M 54,250 +26,463 +95%
Jane Street
19
Jane Street
New York
$4.94M 48,714 +26,599 +120%
Comerica Bank
20
Comerica Bank
Texas
$4.43M 43,790 +24,872 +131%
FTUS
21
Flow Traders U.S.
New York
$4.36M 42,936 +37,488 +688%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.22M 41,571 +41,571 New
MWM
23
Mascoma Wealth Management
New Hampshire
$4.08M 40,218 +13,159 +49%
LPL Financial
24
LPL Financial
California
$4.06M 40,014 +6,857 +21%
HFBOT
25
Home Federal Bank of Tennessee
Tennessee
$3.51M 34,628 +360 +1%
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