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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.63%
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
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$129M
2
Jane Street
2
Jane Street
New York
$37.6M
3
LJAC
3
L.J. Altfest & Co
New York
$36.9M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$11.6M
5
BFG
5
Barber Financial Group
Kansas
$9.96M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$25.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.24M
3
HCM
3
Horan Capital Management
Maryland
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$826K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$141M 1,412,446 +65,983 +5%
MWM
2
Modera Wealth Management
New Jersey
$129M 1,288,228 +418,198 +48%
PCA
3
Personal Capital Advisors
California
$71.7M 715,603 +84,137 +13%
Bank of America
4
Bank of America
North Carolina
$57.5M 574,649 -11,373 -2%
DWM
5
Destination Wealth Management
California
$47.2M 471,664 +52,076 +12%
UBS Group
6
UBS Group
Switzerland
$41.7M 416,340 +59,333 +17%
Jane Street
7
Jane Street
New York
$37.6M 375,798 +373,471 +16,049%
LJAC
8
L.J. Altfest & Co
New York
$36.9M 368,596 +264,295 +253%
LF
9
Lee Financial
Texas
$26M 259,831 +75,394 +41%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$25.1M 250,203 -189,548 -43%
CPO
11
Cerity Partners OCIO
New York
$24.2M 241,067 +17,728 +8%
Wells Fargo
12
Wells Fargo
California
$23.4M 233,935 +94,051 +67%
TC
13
Trilogy Capital
California
$16.3M 162,581 +20,101 +14%
JIR
14
James Investment Research
Ohio
$12.8M 127,411 +48,630 +62%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$11.6M 115,524 +115,524 New
BFG
16
Barber Financial Group
Kansas
$9.96M 99,488 +99,488 New
SCM
17
Stordahl Capital Management
Colorado
$9.85M 98,362 +3,904 +4%
Morgan Stanley
18
Morgan Stanley
New York
$9.79M 97,805 -316 -0.3%
TFF
19
The Family Firm
Maryland
$9.3M 92,827 +3,398 +4%
BUB
20
BBVA USA Bancshares
Texas
$8.5M 84,866 +84,866 New
Ameriprise
21
Ameriprise
Minnesota
$8.44M 84,280 +36,361 +76%
RJA
22
Raymond James & Associates
Florida
$8.34M 83,322 -1,329 -2%
QFA
23
Quattro Financial Advisors
Texas
$8.11M 81,152 +81,152 New
BTS
24
BB&T Securities
Virginia
$7.42M 74,147 +731 +1%
CL
25
CPWM LLC
Washington
$7.09M 70,751 -6,364 -8%
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