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iShares 0-5 Year TIPS Bond ETF

146 hedge funds and large institutions have $775M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more funds holding

Funds holding: 110146 (+36)

9% more capital invested

Capital invested by funds: $712M → $775M (+$63M)

1.23% more ownership

Funds ownership: 53.61%54.83% (+1.2%)

Holders
146
Holders Change
+36
Holders Change %
+32.73%
% of All Funds
3.31%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
45
Increased
46
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$2.36M +23,519 +2%
MWM
2
Modera Wealth Management
New Jersey
$86.9M -$786K -7,841 -0.9%
PCA
3
Personal Capital Advisors
California
$63.1M +$6.11M +60,990 +11%
Bank of America
4
Bank of America
North Carolina
$58.5M -$13.4M -133,883 -19%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$43.9M +$1.3M +12,954 +3%
DWM
6
Destination Wealth Management
California
$41.9M -$1.59M -15,814 -4%
UBS Group
7
UBS Group
Switzerland
$35.7M +$1.4M +13,960 +4%
CPO
8
Cerity Partners OCIO
New York
$22.3M -$2.47M -24,638 -10%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$19.3M +$692K +6,908 +4%
LF
10
Lee Financial
Texas
$18.4M +$1.83M +18,284 +11%
TC
11
Trilogy Capital
California
$14.2M +$14.3M +142,480 New
Wells Fargo
12
Wells Fargo
California
$14M +$2.58M +25,786 +23%
LJAC
13
L.J. Altfest & Co
New York
$10.4M +$10.5M +104,301 New
Morgan Stanley
14
Morgan Stanley
New York
$9.8M +$899K +8,972 +10%
SCM
15
Stordahl Capital Management
Colorado
$9.43M +$9.47M +94,458 New
TFF
16
The Family Firm
Maryland
$8.93M +$847K +8,455 +10%
RJA
17
Raymond James & Associates
Florida
$8.45M +$1.41M +14,039 +20%
JIR
18
James Investment Research
Ohio
$7.87M -$1.97M -19,623 -20%
CL
19
CPWM LLC
Washington
$7.7M +$222K +2,214 +3%
HCM
20
Horan Capital Management
Maryland
$7.68M +$7.71M +76,944 New
BTS
21
BB&T Securities
Virginia
$7.33M +$710K +7,082 +11%
LNC
22
Lincoln National Corp
Pennsylvania
$7.25M +$5.08M +50,662 +231%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.13M -$118K -1,181 -2%
WA
24
WestEnd Advisors
North Carolina
$6.83M +$1.11M +11,031 +19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.75M +$231K +2,304 +4%