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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

229 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
5.03%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.53%
New
26
Increased
86
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$59.9M
2
PCA
2
Personal Capital Advisors
California
$121M
3
SHWM
3
Smith & Howard Wealth Management
Georgia
$6.22M
4
UBS Group
4
UBS Group
Switzerland
$76.4M
5
CA
5
Cambridge Associates
Massachusetts
$6.21M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$150M
2
NA
2
Nottingham Advisors
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$27.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.8M
5
BlackRock
5
BlackRock
New York
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$150M 1,502,762 -83,945 -5%
PCA
2
Personal Capital Advisors
California
$121M 1,203,627 +96,045 +9%
MWM
3
Modera Wealth Management
New Jersey
$117M 1,164,624 +29,863 +3%
UBS Group
4
UBS Group
Switzerland
$76.4M 762,458 +58,211 +8%
Bank of America
5
Bank of America
North Carolina
$74.6M 744,790 -22,944 -3%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$59.9M 598,384 +598,384 New
DWM
7
Destination Wealth Management
California
$50.3M 502,180 +8,386 +2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$38M 378,981 +30,822 +9%
LJAC
9
L.J. Altfest & Co
New York
$36.8M 367,077 -31,161 -8%
LF
10
Lee Financial
Texas
$34.8M 346,940 +24,395 +8%
Wells Fargo
11
Wells Fargo
California
$27.3M 272,614 -51,097 -16%
CPO
12
Cerity Partners OCIO
New York
$25.6M 255,332 +4,461 +2%
BTS
13
BB&T Securities
Virginia
$20.3M 201,003 +36,684 +22%
Morgan Stanley
14
Morgan Stanley
New York
$19.8M 198,078 -41,556 -17%
KIC
15
Keating Investment Counselors
Florida
$17.9M 179,025 +8,917 +5%
WA
16
WestEnd Advisors
North Carolina
$14.7M 147,097 +32,238 +28%
CCA
17
Clearwater Capital Advisors
Illinois
$13.7M 137,083 +10,543 +8%
TC
18
Trilogy Capital
California
$12.7M 126,676 -10,376 -8%
BFG
19
Barber Financial Group
Kansas
$12.6M 126,224 +3,813 +3%
SCM
20
Stordahl Capital Management
Colorado
$11.9M 118,887 -320 -0.3%
RJA
21
Raymond James & Associates
Florida
$11.8M 117,875 +10,281 +10%
AMM
22
American Money Management
California
$11M 109,892 +7,864 +8%
PPW
23
Pasadena Private Wealth
California
$10.9M 108,358 +942 +0.9%
WFWM
24
Wechter Feldman Wealth Management
New Jersey
$10.8M 107,511 +1,862 +2%
Jane Street
25
Jane Street
New York
$10.7M 106,707 -29,148 -21%
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