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iShares 0-5 Year TIPS Bond ETF

222 hedge funds and large institutions have $1.25B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 33 closing their positions.

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.95%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
55
Increased
83
Reduced
62
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$131M 1,336,942 +1,137,781 +571%
MWM
2
Modera Wealth Management
New Jersey
$102M 1,037,163 -209,457 -17%
BlackRock
3
BlackRock
New York
$95M 969,517 -168,272 -15%
PCA
4
Personal Capital Advisors
California
$90.2M 920,343 +57,905 +7%
Bank of America
5
Bank of America
North Carolina
$62.3M 635,074 -50,562 -7%
UBS Group
6
UBS Group
Switzerland
$52M 530,522 +113,911 +27%
LJAC
7
L.J. Altfest & Co
New York
$41M 418,633 +18,232 +5%
Morgan Stanley
8
Morgan Stanley
New York
$39.2M 400,170 +63,877 +19%
DWM
9
Destination Wealth Management
California
$38.8M 395,719 -97,756 -20%
Wells Fargo
10
Wells Fargo
California
$35.9M 365,808 +63,349 +21%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$30.2M 307,895 +16,608 +6%
LF
12
Lee Financial
Texas
$30.1M 307,148 -21,208 -6%
CPO
13
Cerity Partners OCIO
New York
$24.4M 248,883 +9,198 +4%
TC
14
Trilogy Capital
California
$16.2M 165,772 -11,806 -7%
KIC
15
Keating Investment Counselors
Florida
$15.6M 159,418 -65,070 -29%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$13.9M 142,066 +130,665 +1,146%
IA
17
IndexIQ Advisors
New York
$12.7M 129,714 +59,607 +85%
BUB
18
BBVA USA Bancshares
Texas
$12.3M 125,679 -6,322 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$12.2M 124,613 -22,481 -15%
BTS
20
BB&T Securities
Virginia
$12M 122,149 +20,731 +20%
TPWA
21
TRUE Private Wealth Advisors
Oregon
$11.5M 116,866 -5,128 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$11.4M 116,787 +54,203 +87%
RJA
23
Raymond James & Associates
Florida
$11M 112,370 +12,756 +13%
WFWM
24
Wechter Feldman Wealth Management
New Jersey
$10.3M 104,913 +11,562 +12%
BFG
25
Barber Financial Group
Kansas
$10.2M 103,804 -3,770 -4%