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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 %
PWM
251
Perigon Wealth Management
California
$995K +$280K +2,426 +39%
AIP
252
Ameritas Investment Partners
Nebraska
$992K -$704K -6,100 -41%
JFG
253
JMG Financial Group
Illinois
$985K +$223K +1,935 +29%
Mitsubishi UFJ Trust & Banking
254
Mitsubishi UFJ Trust & Banking
Japan
$981K – – –
MC
255
Moors & Cabot
Massachusetts
$967K +$379K +3,266 +64%
FA
256
Fagan Associates
New York
$966K – – –
I2I
257
Insight 2811 Inc
Illinois
$963K -$195K -1,690 -17%
HDIM
258
Hanson & Doremus Investment Management
Vermont
$944K +$62.7K +544 +7%
AWM
259
Avior Wealth Management
Nebraska
$938K -$448K -3,884 -32%
IPC
260
Independent Portfolio Consultants
Florida
$929K +$346K +2,998 +59%
BPB
261
Badgley, Phelps & Bell
Washington
$924K -$51.1K -443 -5%
LG
262
LaFleur & Godfrey
Michigan
$920K +$283K +2,455 +44%
OC
263
Oarsman Capital
Wisconsin
$906K +$6.46K +56 +0.7%
CBN
264
Cadence Bank NA
Texas
$905K -$16.3K -141 -2%
BCM
265
Bluefin Capital Management
New York
$900K +$900K +7,455 New
QCMC
266
Quantum Capital Management (California)
California
$893K -$164K -1,426 -16%
VKH
267
Virtu KCG Holdings
New York
$886K -$16.1M -139,475 -95%
Fisher Asset Management
268
Fisher Asset Management
Washington
$872K -$185K -1,606 -18%
HIM
269
Harbour Investment Management
Washington
$862K -$5.77K -50 -0.7%
VC
270
Vicus Capital
Pennsylvania
$851K -$112K -967 -12%
LTI
271
Laffer Tengler Investments
Tennessee
$838K -$216K -1,873 -20%
V
272
Veritable
Delaware
$820K +$1.15K +10 +0.1%
CBU
273
CIBC Bank USA
Illinois
$819K – – –
CAM
274
Cubic Asset Management
Massachusetts
$816K – – –
OIA
275
Optimum Investment Advisors
Illinois
$815K +$475K +4,117 +140%
9 10
11
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