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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

113 hedge funds and large institutions have $661M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
13
Increased
58
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$13M
2
Jane Street
2
Jane Street
New York
$13.9M
3
MWM
3
Modera Wealth Management
New Jersey
$84.8M
4
PCA
4
Personal Capital Advisors
California
$52.5M
5
BlackRock
5
BlackRock
New York
$117M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.95M
3
Comerica Bank
3
Comerica Bank
Texas
$2.61M
4
NFG
4
Next Financial Group
Texas
$20K
5
LPL Financial
5
LPL Financial
California
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$117M 1,164,384 +42,708 +4%
MWM
2
Modera Wealth Management
New Jersey
$84.8M 845,138 +50,130 +6%
PCA
3
Personal Capital Advisors
California
$52.5M 523,492 +49,170 +10%
Bank of America
4
Bank of America
North Carolina
$46.4M 461,746 +40,192 +10%
DWM
5
Destination Wealth Management
California
$41.8M 416,662 +15,923 +4%
UBS Group
6
UBS Group
Switzerland
$32.7M 325,643 +30,134 +10%
Wells Fargo
7
Wells Fargo
California
$21.5M 214,123 +10,038 +5%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$20.3M 201,821 +37,481 +23%
CPO
9
Cerity Partners OCIO
New York
$20.1M 199,894 +5,033 +3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$19.7M 196,565 +22,678 +13%
LF
11
Lee Financial
Texas
$14.6M 145,761 +16,440 +13%
Jane Street
12
Jane Street
New York
$13.9M 138,714 +90,000 +185%
IA
13
IndexIQ Advisors
New York
$13M 129,140 +124,894 +2,941%
Morgan Stanley
14
Morgan Stanley
New York
$12.7M 126,794 +26,462 +26%
SAC
15
Smith Affiliated Capital
New York
– – – –
JIR
16
James Investment Research
Ohio
$10.7M 106,153 -1,819 -2%
CL
17
CPWM LLC
Washington
$7.61M 75,812 +1,065 +1%
TFF
18
The Family Firm
Maryland
$7.37M 73,455 +6,231 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.76M 57,383 +15,812 +38%
SHIM
20
Stone House Investment Management
Pennsylvania
$5.59M 55,648 +1,398 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.95M 49,334 -19,390 -28%
MWM
22
Mascoma Wealth Management
New Hampshire
$4.37M 43,543 +3,325 +8%
FTUS
23
Flow Traders U.S.
New York
$4.31M 42,936 – –
SIAM
24
Sterling Investment Advisors (Missouri)
Missouri
$3.82M 38,018 +4,162 +12%
BTS
25
BB&T Securities
Virginia
$3.81M 37,974 +32,548 +600%
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