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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.28B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
251
Holders Change
-16
Holders Change %
-5.99%
% of All Funds
5.55%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
24
Increased
91
Reduced
101
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$141M
2
RJA
2
Raymond James & Associates
Florida
$21.4M
3
AIA
3
Arbor Investment Advisors
North Carolina
$9.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7M
5
HC
5
HNP Capital
New York
$8.64M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$2.49M
2
Ameriprise
2
Ameriprise
Minnesota
$91.7M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$44.3M
5
LJAC
5
L.J. Altfest & Co
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
1
Personal Capital Advisors
California
$141M 1,408,788 +94,233 +7%
Ameriprise
2
Ameriprise
Minnesota
$91.7M 916,707 -585,536 -39%
Bank of America
3
Bank of America
North Carolina
$89.5M 895,969 +62,632 +8%
DWM
4
Destination Wealth Management
California
$53.2M 532,135 +8,259 +2%
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$44.9M 449,664 -148,720 -25%
UBS Group
6
UBS Group
Switzerland
$44.3M 443,455 -167,923 -27%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$41.4M 414,364 +8,203 +2%
LF
8
Lee Financial
Texas
$28M 280,034 -54,369 -16%
Truist Financial
9
Truist Financial
North Carolina
$24.1M 240,939 +14,799 +7%
CPO
10
Cerity Partners OCIO
New York
$23.8M 237,739 -22,512 -9%
BOPW
11
Brandywine Oak Private Wealth
Pennsylvania
$21.7M 217,093 -29,762 -12%
RJA
12
Raymond James & Associates
Florida
$21.4M 214,534 +81,475 +61%
LJAC
13
L.J. Altfest & Co
New York
$20.3M 203,449 -161,582 -44%
PPW
14
Parcion Private Wealth
Washington
$20.1M 201,527 +49,314 +32%
Morgan Stanley
15
Morgan Stanley
New York
$19.2M 192,658 -21,378 -10%
EC
16
Estate Counselors
Wisconsin
$18.4M 184,305 +40,130 +28%
KIC
17
Keating Investment Counselors
Florida
$17.7M 177,285 +2,915 +2%
BFG
18
Barber Financial Group
Kansas
$17.1M 170,891 +37,676 +28%
Wells Fargo
19
Wells Fargo
California
$16.7M 167,553 -26,238 -14%
WA
20
WestEnd Advisors
North Carolina
$16.2M 162,335 +766 +0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$15.8M 157,916 +19,782 +14%
QWM
22
Quaker Wealth Management
New Jersey
$13.2M 132,321 +3,782 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$12.9M 128,750 -5,128 -4%
SCM
24
Stordahl Capital Management
Colorado
$12.1M 119,922 -3,305 -3%
AMM
25
American Money Management
California
$11.3M 113,478 +72 +0.1%
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