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iShares TIPS Bond ETF
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Overview Fund Activity

470 hedge funds and large institutions have $6.61B invested in iShares TIPS Bond ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
13.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
1.06%
New
46
Increased
165
Reduced
182
Closed
37
Calls
$5.55M
Puts
$3.42M
Net Calls
+$2.13M
Net Calls Change
-$702K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$654M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$79.8M
3
Ameriprise
Ameriprise
Minnesota
$71.8M
4
TCT
TIAA CREF Trust
Missouri
$786M
5
EA
Euclid Advisors
Connecticut
$58.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$121M
2
CS
Credit Suisse
Switzerland
$22.8M
3
IA
IndexIQ Advisors
New York
$0
4
HNB
Huntington National Bank
Ohio
$26M
5
CC
Curian Capital
Colorado
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
226
Evanson Asset Management
California
$1.23M +$9.34K +81 +0.8%
CS
227
Comerica Securities
Michigan
$1.22M -$338K -2,928 -22%
BHTS
228
Bar Harbor Trust Services
Maine
$1.2M +$1.2M +10,415 New
CIC
229
Cutler Investment Counsel
Oregon
$1.2M +$273K +2,368 +30%
WCA
230
Westover Capital Advisors
Delaware
$1.2M – – –
Creative Planning
231
Creative Planning
Kansas
$1.19M +$37.3K +323 +3%
SHA
232
Smith Hayes Advisers
Nebraska
$1.18M -$1.15K -10 -0.1%
ALA
233
Atherton Lane Advisers
California
$1.17M +$1.17M +10,153 New
Nomura Holdings
234
Nomura Holdings
Japan
$1.16M +$1.16M +10,040 New
TIA
235
Tiemann Investment Advisors
California
$1.16M -$14.4K -125 -1%
LFM
236
Lumina Fund Management
New York
$1.15M – – –
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$1.15M – – –
FFBTD
238
First Financial Bank - Trust Division
Ohio
$1.15M -$81K -702 -7%
UBS AM
239
UBS AM
Illinois
$1.14M -$1.13M – –
CDIA
240
Capital Directions Investment Advisors
Georgia
$1.14M – – –
FSA
241
Financial Sense Advisors
California
$1.13M +$1.13M +9,785 New
ICAS
242
Investors Capital Advisory Services
Massachusetts
$1.12M -$29.6K -257 -3%
RJT
243
Raymond James Trust
Florida
$1.08M -$19K -165 -2%
WA
244
Waverly Advisors
Alabama
$1.04M -$149K -1,291 -13%
MFP
245
Mosaic Financial Partners
California
$1.04M -$39.4K -342 -4%
AWM
246
Altavista Wealth Management
North Carolina
$1.03M +$12.1K +105 +1%
AC
247
AFAM Capital
Texas
$1.01M -$229K -1,986 -18%
WTC
248
WhitTier Trust Company
Nevada
$1.01M -$26K -225 -3%
KWMG
249
King Wealth Management Group
Florida
$1M -$47.7K -414 -5%
OAM
250
Occidental Asset Management
California
$998K +$175K +1,520 +21%
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