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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

Holders
146
Holders Change
+36
Holders Change %
+32.73%
% of All Funds
3.32%
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
–

Top Buyers

1
TC
1
Trilogy Capital
California
$14.2M
2
LJAC
2
L.J. Altfest & Co
New York
$10.4M
3
SCM
3
Stordahl Capital Management
Colorado
$9.43M
4
HCM
4
Horan Capital Management
Maryland
$7.68M
5
PCA
5
Personal Capital Advisors
California
$63.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$58.5M
2
Jane Street
2
Jane Street
New York
$232K
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$222K
4
CFP
4
Cornerstone Financial Partners
North Carolina
$540K
5
CPO
5
Cerity Partners OCIO
New York
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$134M 1,346,463 +23,519 +2%
MWM
2
Modera Wealth Management
New Jersey
$86.9M 870,030 -7,841 -0.9%
PCA
3
Personal Capital Advisors
California
$63.1M 631,466 +60,990 +11%
Bank of America
4
Bank of America
North Carolina
$58.5M 586,022 -133,883 -19%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$43.9M 439,751 +12,954 +3%
DWM
6
Destination Wealth Management
California
$41.9M 419,588 -15,814 -4%
UBS Group
7
UBS Group
Switzerland
$35.7M 357,007 +13,960 +4%
CPO
8
Cerity Partners OCIO
New York
$22.3M 223,339 -24,638 -10%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$19.3M 193,283 +6,908 +4%
LF
10
Lee Financial
Texas
$18.4M 184,437 +18,284 +11%
TC
11
Trilogy Capital
California
$14.2M 142,480 +142,480 New
Wells Fargo
12
Wells Fargo
California
$14M 139,884 +25,786 +23%
LJAC
13
L.J. Altfest & Co
New York
$10.4M 104,301 +104,301 New
Morgan Stanley
14
Morgan Stanley
New York
$9.8M 98,121 +8,972 +10%
SCM
15
Stordahl Capital Management
Colorado
$9.43M 94,458 +94,458 New
TFF
16
The Family Firm
Maryland
$8.93M 89,429 +8,455 +10%
RJA
17
Raymond James & Associates
Florida
$8.45M 84,651 +14,039 +20%
JIR
18
James Investment Research
Ohio
$7.87M 78,781 -19,623 -20%
CL
19
CPWM LLC
Washington
$7.7M 77,115 +2,214 +3%
HCM
20
Horan Capital Management
Maryland
$7.68M 76,944 +76,944 New
BTS
21
BB&T Securities
Virginia
$7.33M 73,416 +7,082 +11%
LNC
22
Lincoln National Corp
Pennsylvania
$7.25M 72,591 +50,662 +231%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.13M 71,401 -1,181 -2%
WA
24
WestEnd Advisors
North Carolina
$6.83M 68,431 +11,031 +19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.75M 67,546 +2,304 +4%
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