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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

202 hedge funds and large institutions have $1.09B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.63%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.32%
New
29
Increased
94
Reduced
49
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIC
1
Keating Investment Counselors
Florida
$22.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
Ameriprise
3
Ameriprise
Minnesota
$19.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$3K
2
BlackRock
2
BlackRock
New York
$112M
3
KLC
3
Knowledge Leaders Capital
Colorado
$0
4
Jane Street
4
Jane Street
New York
$1.83M
5
FWM
5
Focused Wealth Management
New York
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$123M 1,246,620 -21,048 -2%
BlackRock
2
BlackRock
New York
$112M 1,137,789 -220,375 -16%
PCA
3
Personal Capital Advisors
California
$85.2M 862,438 +71,850 +9%
Bank of America
4
Bank of America
North Carolina
$67.7M 685,636 +55,794 +9%
DWM
5
Destination Wealth Management
California
$48.7M 493,475 +19,671 +4%
UBS Group
6
UBS Group
Switzerland
$41.2M 416,611 +32,857 +9%
LJAC
7
L.J. Altfest & Co
New York
$39.6M 400,401 +8,310 +2%
Morgan Stanley
8
Morgan Stanley
New York
$33.2M 336,293 +209,230 +165%
LF
9
Lee Financial
Texas
$32.4M 328,356 +6,623 +2%
Wells Fargo
10
Wells Fargo
California
$29.9M 302,459 +39,217 +15%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$28.8M 291,287 +22,989 +9%
CPO
12
Cerity Partners OCIO
New York
$23.7M 239,685 -4,331 -2%
KIC
13
Keating Investment Counselors
Florida
$22.2M 224,488 +224,488 New
Ameriprise
14
Ameriprise
Minnesota
$19.7M 199,161 +108,321 +119%
TC
15
Trilogy Capital
California
$17.5M 177,578 +6,477 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.5M 147,094 +102,302 +228%
BUB
17
BBVA USA Bancshares
Texas
$13M 132,001 +30,483 +30%
JIR
18
James Investment Research
Ohio
$12.2M 123,380 -1,346 -1%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$12.1M 121,994 +105 +0.1%
SCM
20
Stordahl Capital Management
Colorado
$11.1M 112,745 +9,834 +10%
BFG
21
Barber Financial Group
Kansas
$10.6M 107,574 +5,042 +5%
UCFA
22
United Capital Financial Advisors
Texas
$10.6M 107,186 +107,186 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$10.4M 105,732 +760 +0.7%
TFF
24
The Family Firm
Maryland
$10M 101,584 +626 +0.6%
BTS
25
BB&T Securities
Virginia
$10M 101,418 +13,761 +16%
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