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iShares 0-5 Year TIPS Bond ETF

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $775M → $965M (+$190M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more funds holding

Funds holding: 146158 (+12)

0.73% more ownership

Funds ownership: 54.83%55.56% (+0.73%)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$141M +$6.58M +65,983 +5%
MWM
2
Modera Wealth Management
New Jersey
$129M +$41.7M +418,198 +48%
PCA
3
Personal Capital Advisors
California
$71.7M +$8.39M +84,137 +13%
Bank of America
4
Bank of America
North Carolina
$57.5M -$1.13M -11,373 -2%
DWM
5
Destination Wealth Management
California
$47.2M +$5.2M +52,076 +12%
UBS Group
6
UBS Group
Switzerland
$41.7M +$5.92M +59,333 +17%
Jane Street
7
Jane Street
New York
$37.6M +$37.3M +373,471 +16,049%
LJAC
8
L.J. Altfest & Co
New York
$36.9M +$26.4M +264,295 +253%
LF
9
Lee Financial
Texas
$26M +$7.52M +75,394 +41%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$25.1M -$18.9M -189,548 -43%
CPO
11
Cerity Partners OCIO
New York
$24.2M +$1.77M +17,728 +8%
Wells Fargo
12
Wells Fargo
California
$23.4M +$9.38M +94,051 +67%
TC
13
Trilogy Capital
California
$16.3M +$2.01M +20,101 +14%
JIR
14
James Investment Research
Ohio
$12.8M +$4.85M +48,630 +62%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$11.6M +$11.5M +115,524 New
BFG
16
Barber Financial Group
Kansas
$9.96M +$9.93M +99,488 New
SCM
17
Stordahl Capital Management
Colorado
$9.85M +$390K +3,904 +4%
Morgan Stanley
18
Morgan Stanley
New York
$9.79M -$31.5K -316 -0.3%
TFF
19
The Family Firm
Maryland
$9.3M +$339K +3,398 +4%
BUB
20
BBVA USA Bancshares
Texas
$8.5M +$8.47M +84,866 New
Ameriprise
21
Ameriprise
Minnesota
$8.44M +$3.63M +36,361 +76%
RJA
22
Raymond James & Associates
Florida
$8.34M -$133K -1,329 -2%
QFA
23
Quattro Financial Advisors
Texas
$8.11M +$8.1M +81,152 New
BTS
24
BB&T Securities
Virginia
$7.42M +$72.9K +731 +1%
CL
25
CPWM LLC
Washington
$7.08M -$635K -6,364 -8%