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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $712M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
11
Increased
53
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$72.3M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$42.8M
3
BlackRock
3
BlackRock
New York
$133M
4
CPO
4
Cerity Partners OCIO
New York
$25M
5
PCA
5
Personal Capital Advisors
California
$57.3M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$810K
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
Jane Street
3
Jane Street
New York
$5.67M
4
MWM
4
Mascoma Wealth Management
New Hampshire
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$133M 1,322,944 +158,560 +14%
MWM
2
Modera Wealth Management
New Jersey
$88.1M 877,871 +32,733 +4%
Bank of America
3
Bank of America
North Carolina
$72.3M 719,905 +258,159 +56%
PCA
4
Personal Capital Advisors
California
$57.3M 570,476 +46,984 +9%
DWM
5
Destination Wealth Management
California
$43.7M 435,402 +18,740 +4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$42.8M 426,797 +230,232 +117%
UBS Group
7
UBS Group
Switzerland
$34.4M 343,047 +17,404 +5%
CPO
8
Cerity Partners OCIO
New York
$25M 247,977 +48,083 +24%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$18.7M 186,375 -15,446 -8%
LF
10
Lee Financial
Texas
$16.7M 166,153 +20,392 +14%
SAC
11
Smith Affiliated Capital
New York
– – – –
Wells Fargo
12
Wells Fargo
California
$11.5M 114,098 -100,025 -47%
JIR
13
James Investment Research
Ohio
$9.88M 98,404 -7,749 -7%
Morgan Stanley
14
Morgan Stanley
New York
$8.95M 89,149 -37,645 -30%
TFF
15
The Family Firm
Maryland
$8.13M 80,974 +7,519 +10%
CL
16
CPWM LLC
Washington
$7.52M 74,901 -911 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.29M 72,582 +15,199 +26%
RJA
18
Raymond James & Associates
Florida
$7.09M 70,612 +37,874 +116%
BTS
19
BB&T Securities
Virginia
$6.66M 66,334 +28,360 +75%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.55M 65,242 +15,908 +32%
WA
21
WestEnd Advisors
North Carolina
$5.76M 57,400 +31,240 +119%
Jane Street
22
Jane Street
New York
$5.67M 56,463 -82,251 -59%
CFP
23
Cornerstone Financial Partners
North Carolina
$4.33M 43,054 +5,472 +15%
SIAM
24
Sterling Investment Advisors (Missouri)
Missouri
$4.13M 41,153 +3,135 +8%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$4.12M 41,045 +6,421 +19%
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