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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.33B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
225
Holders Change
-10
Holders Change %
-4.26%
% of All Funds
4.89%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
18
Increased
96
Reduced
73
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Pasadena Private Wealth
California
$10.8M
2
PCA
2
Personal Capital Advisors
California
$111M
3
QFA
3
Quattro Financial Advisors
Texas
$7.88M
4
Bank of America
4
Bank of America
North Carolina
$77.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$160M
2
AssetMark Inc
2
AssetMark Inc
California
$2K
3
UBS Group
3
UBS Group
Switzerland
$70.8M
4
IA
4
IndexIQ Advisors
New York
$1K
5
BUB
5
BBVA USA Bancshares
Texas
$5.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$160M 1,586,707 -470,028 -23%
MWM
2
Modera Wealth Management
New Jersey
$114M 1,134,761 +23,967 +2%
PCA
3
Personal Capital Advisors
California
$111M 1,107,582 +103,181 +10%
Bank of America
4
Bank of America
North Carolina
$77.2M 767,734 +58,305 +8%
UBS Group
5
UBS Group
Switzerland
$70.8M 704,247 -184,656 -21%
DWM
6
Destination Wealth Management
California
$49.7M 493,794 +7,464 +2%
LJAC
7
L.J. Altfest & Co
New York
$40.1M 398,238 -19,616 -5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$35M 348,159 +17,496 +5%
Wells Fargo
9
Wells Fargo
California
$32.6M 323,711 -37,020 -10%
LF
10
Lee Financial
Texas
$32.4M 322,545 +4,831 +2%
CPO
11
Cerity Partners OCIO
New York
$25.2M 250,871 +1,961 +0.8%
Morgan Stanley
12
Morgan Stanley
New York
$24.1M 239,634 -35,421 -13%
KIC
13
Keating Investment Counselors
Florida
$17.1M 170,108 +13,330 +9%
BTS
14
BB&T Securities
Virginia
$16.5M 164,319 +22,304 +16%
TC
15
Trilogy Capital
California
$13.7M 137,052 -6,233 -4%
Jane Street
16
Jane Street
New York
$13.7M 135,855 +27,921 +26%
CCA
17
Clearwater Capital Advisors
Illinois
$12.7M 126,540 +39,813 +46%
BFG
18
Barber Financial Group
Kansas
$12.3M 122,411 +10,889 +10%
SCM
19
Stordahl Capital Management
Colorado
$11.9M 119,207 +1,007 +0.9%
WA
20
WestEnd Advisors
North Carolina
$11.6M 114,859 +23,717 +26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.9M 108,632 -2,407 -2%
RJA
22
Raymond James & Associates
Florida
$10.8M 107,594 -24,266 -18%
PPW
23
Pasadena Private Wealth
California
$10.8M 107,416 +105,321 +5,027%
Goldman Sachs
24
Goldman Sachs
New York
$10.8M 107,248 +57,309 +115%
WFWM
25
Wechter Feldman Wealth Management
New Jersey
$10.6M 105,649 -1,389 -1%
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