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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.27%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$24.9M
2
Truist Financial
2
Truist Financial
North Carolina
$22.8M
3
CRC
3
Curi RMB Capital
Illinois
$18.6M
4
PPW
4
Parcion Private Wealth
Washington
$15.3M
5
EC
5
Estate Counselors
Wisconsin
$14.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Jane Street
2
Jane Street
New York
$2.47M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
CCM
4
Coldstream Capital Management
Washington
$817K
5
HCA
5
Heck Capital Advisors
Wisconsin
$4.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$153M 1,502,243 -519 -0%
PCA
2
Personal Capital Advisors
California
$132M 1,314,555 +110,928 +9%
MWM
3
Modera Wealth Management
New Jersey
$119M 1,181,291 +16,667 +1%
Bank of America
4
Bank of America
North Carolina
$83.9M 833,337 +88,547 +12%
UBS Group
5
UBS Group
Switzerland
$61.6M 611,378 -151,080 -20%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$60.3M 598,384 – –
DWM
7
Destination Wealth Management
California
$52.8M 523,876 +21,696 +4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$40.9M 406,161 +27,180 +7%
LJAC
9
L.J. Altfest & Co
New York
$36.8M 365,031 -2,046 -0.6%
LF
10
Lee Financial
Texas
$33.7M 334,403 -12,537 -4%
CPO
11
Cerity Partners OCIO
New York
$26.3M 260,251 +4,919 +2%
BOPW
12
Brandywine Oak Private Wealth
Pennsylvania
$24.9M 246,855 +246,855 New
Truist Financial
13
Truist Financial
North Carolina
$22.8M 226,140 +226,140 New
Morgan Stanley
14
Morgan Stanley
New York
$21.6M 214,036 +15,958 +8%
Wells Fargo
15
Wells Fargo
California
$19.5M 193,791 -78,823 -29%
CRC
16
Curi RMB Capital
Illinois
$18.6M 184,464 +184,464 New
KIC
17
Keating Investment Counselors
Florida
$17.6M 174,370 -4,655 -3%
WA
18
WestEnd Advisors
North Carolina
$16.3M 161,569 +14,472 +10%
PPW
19
Parcion Private Wealth
Washington
$15.3M 152,213 +152,213 New
CCA
20
Clearwater Capital Advisors
Illinois
$15.3M 151,847 +14,764 +11%
EC
21
Estate Counselors
Wisconsin
$14.5M 144,175 +144,175 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$13.9M 138,134 +60,432 +78%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.5M 133,878 +28,477 +27%
BFG
24
Barber Financial Group
Kansas
$13.4M 133,215 +6,991 +6%
RJA
25
Raymond James & Associates
Florida
$13.4M 133,059 +15,184 +13%
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