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iShares 0-5 Year TIPS Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 22

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $604M → $661M (+$57M)

5% more funds holding

Funds holding: 108113 (+5)

1.23% more ownership

Funds ownership: 48.68%49.91% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$117M +$4.31M +42,708 +4%
MWM
2
Modera Wealth Management
New Jersey
$84.8M +$5.06M +50,130 +6%
PCA
3
Personal Capital Advisors
California
$52.5M +$4.96M +49,170 +10%
Bank of America
4
Bank of America
North Carolina
$46.4M +$4.06M +40,192 +10%
DWM
5
Destination Wealth Management
California
$41.8M +$1.61M +15,923 +4%
UBS Group
6
UBS Group
Switzerland
$32.7M +$3.04M +30,134 +10%
Wells Fargo
7
Wells Fargo
California
$21.5M +$1.01M +10,038 +5%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$20.3M +$3.78M +37,481 +23%
CPO
9
Cerity Partners OCIO
New York
$20.1M +$508K +5,033 +3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$19.7M +$2.29M +22,678 +13%
LF
11
Lee Financial
Texas
$14.6M +$1.66M +16,440 +13%
Jane Street
12
Jane Street
New York
$13.9M +$9.08M +90,000 +185%
IA
13
IndexIQ Advisors
New York
$13M +$12.6M +124,894 +2,941%
Morgan Stanley
14
Morgan Stanley
New York
$12.7M +$2.67M +26,462 +26%
SAC
15
Smith Affiliated Capital
New York
$12M
JIR
16
James Investment Research
Ohio
$10.7M -$184K -1,819 -2%
CL
17
CPWM LLC
Washington
$7.61M +$107K +1,065 +1%
TFF
18
The Family Firm
Maryland
$7.37M +$629K +6,231 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.76M +$1.6M +15,812 +38%
SHIM
20
Stone House Investment Management
Pennsylvania
$5.59M +$141K +1,398 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.95M -$1.96M -19,390 -28%
MWM
22
Mascoma Wealth Management
New Hampshire
$4.37M +$335K +3,325 +8%
FTUS
23
Flow Traders U.S.
New York
$4.31M
SIAM
24
Sterling Investment Advisors (Missouri)
Missouri
$3.82M +$420K +4,162 +12%
BTS
25
BB&T Securities
Virginia
$3.81M +$3.28M +32,548 +600%