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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
5.32%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
35
Increased
117
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$160M
2
Bank of America
2
Bank of America
North Carolina
$160M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$71.5M
4
LJAC
4
L.J. Altfest & Co
New York
$40M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15M

Top Sellers

1
LF
1
Lee Financial
Texas
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.81M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$301K
4
HH
4
Hilltop Holdings
Texas
$6.46M
5
QWM
5
Quaker Wealth Management
New Jersey
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
1
Personal Capital Advisors
California
$165M 1,587,082 +93,023 +6%
Bank of America
2
Bank of America
North Carolina
$160M 1,542,309 +308,312 +25%
Ameriprise
3
Ameriprise
Minnesota
$160M 1,542,501 +511,758 +50%
UBS Group
4
UBS Group
Switzerland
$75.6M 726,165 +90,304 +14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$71.5M 686,994 +122,775 +22%
DWM
6
Destination Wealth Management
California
$57.2M 550,067 +19,639 +4%
Truist Financial
7
Truist Financial
North Carolina
$42.8M 410,970 +93,027 +29%
LJAC
8
L.J. Altfest & Co
New York
$40M 384,121 +119,375 +45%
PPW
9
Parcion Private Wealth
Washington
$33.4M 322,390 +20,360 +7%
RJA
10
Raymond James & Associates
Florida
$29.9M 286,866 +42,834 +18%
EC
11
Estate Counselors
Wisconsin
$29.4M 282,120 +45,665 +19%
WA
12
WestEnd Advisors
North Carolina
$28.3M 271,997 +49,664 +22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$28.1M 269,829 +11,243 +4%
Morgan Stanley
14
Morgan Stanley
New York
$26.2M 251,985 +37,223 +17%
CPO
15
Cerity Partners OCIO
New York
$25.8M 248,164 +6,270 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$22.9M 220,354 +50,040 +29%
AIA
17
Arbor Investment Advisors
North Carolina
$22.6M 217,617 +6,719 +3%
Wells Fargo
18
Wells Fargo
California
$20.1M 193,146 -1,119 -0.6%
KIC
19
Keating Investment Counselors
Florida
$18.4M 177,090 -170 -0.1%
BFG
20
Barber Financial Group
Kansas
$15.8M 151,569 +15,968 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15M 143,771 +107,109 +292%
RT
22
Rockland Trust
Massachusetts
$12.9M 123,598 +13,667 +12%
SCM
23
Stordahl Capital Management
Colorado
$12.8M 122,699 +3,047 +3%
AMM
24
American Money Management
California
$12.3M 117,863 +785 +0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.2M 116,918 +27,309 +30%
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