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iShares 0-5 Year TIPS Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

76% more capital invested

Capital invested by funds: $343M → $604M (+$262M)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

20% more funds holding

Funds holding: 90108 (+18)

10.7% more ownership

Funds ownership: 37.98%48.68% (+11%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M +$30.5M +301,745 +37%
MWM
2
Modera Wealth Management
New Jersey
$80.7M +$80.4M +795,008 New
PCA
3
Personal Capital Advisors
California
$48.1M +$4.63M +45,846 +11%
Bank of America
4
Bank of America
North Carolina
$42.8M +$16.8M +165,844 +65%
DWM
5
Destination Wealth Management
California
$40.7M +$40.5M +400,739 New
UBS Group
6
UBS Group
Switzerland
$30M +$12.8M +126,724 +75%
Wells Fargo
7
Wells Fargo
California
$20.7M +$5.58M +55,170 +37%
CPO
8
Cerity Partners OCIO
New York
$19.8M +$2.84M +28,049 +17%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.6M +$17.6M +173,887 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$16.7M +$15.1M +149,078 +977%
LF
11
Lee Financial
Texas
$13.1M +$9.37M +92,693 +253%
SAC
12
Smith Affiliated Capital
New York
$12.2M
JIR
13
James Investment Research
Ohio
$11M +$3.11M +30,803 +40%
Morgan Stanley
14
Morgan Stanley
New York
$10.2M +$1.04M +10,325 +11%
CL
15
CPWM LLC
Washington
$7.58M -$208K -2,060 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.97M -$1.61M -15,915 -19%
TFF
17
The Family Firm
Maryland
$6.82M +$495K +4,896 +8%
SHIM
18
Stone House Investment Management
Pennsylvania
$5.5M +$2.67M +26,463 +95%
Jane Street
19
Jane Street
New York
$4.94M +$2.69M +26,599 +120%
Comerica Bank
20
Comerica Bank
Texas
$4.43M +$2.51M +24,872 +131%
FTUS
21
Flow Traders U.S.
New York
$4.36M +$3.79M +37,488 +688%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.22M +$4.2M +41,571 New
MWM
23
Mascoma Wealth Management
New Hampshire
$4.08M +$1.33M +13,159 +49%
LPL Financial
24
LPL Financial
California
$4.06M +$693K +6,857 +21%
HFBOT
25
Home Federal Bank of Tennessee
Tennessee
$3.51M +$36.4K +360 +1%