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iShares TIPS Bond ETF
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Overview Fund Activity

470 hedge funds and large institutions have $6.11B invested in iShares TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
–
Holders Change %
0%
% of All Funds
13.65%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
1.02%
New
41
Increased
166
Reduced
180
Closed
36
Calls
$2.14M
Puts
$12.1M
Net Calls
-$9.93M
Net Calls Change
-$12.1M

Top Buyers

1
TCT
TIAA CREF Trust
Missouri
+$87.4M
2
M&T Bank
M&T Bank
New York
+$78.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$55.4M
4
Goldman Sachs
Goldman Sachs
New York
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$94.8M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
-$70M
3
Barclays
Barclays
United Kingdom
-$69.4M
4
Ameriprise
Ameriprise
Minnesota
-$59.1M
5
EA
Euclid Advisors
Connecticut
-$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
Perigon Wealth Management
California
$867K -$100K -894 -10%
HB
252
Homrich & Berg
Georgia
$850K +$243K +2,168 +40%
BC
253
Brinker Capital
Pennsylvania
$848K +$61.5K +549 +8%
FSA
254
Financial Sense Advisors
California
$846K -$250K -2,235 -23%
OC
255
Oarsman Capital
Wisconsin
$822K -$58.4K -521 -7%
LTI
256
Laffer Tengler Investments
Tennessee
$822K +$7.51K +67 +0.9%
CWM
257
Concert Wealth Management
California
$820K +$16.8K +150 +2%
CBU
258
CIBC Bank USA
Illinois
$819K +$23.4K +209 +3%
HIM
259
Harbour Investment Management
Washington
$804K -$33.6K -300 -4%
MIS
260
Morningstar Investment Services
Illinois
$798K +$83.6K +746 +12%
CAM
261
Cubic Asset Management
Massachusetts
$788K -$5.61K -50 -0.7%
V
262
Veritable
Delaware
$779K -$17.8K -159 -2%
AWM
263
Avior Wealth Management
Nebraska
$778K -$133K -1,189 -15%
OIA
264
Optimum Investment Advisors
Illinois
$773K -$22.4K -199 -3%
JIC
265
Johnson Investment Counsel
Ohio
$753K +$439K +3,920 +140%
AFIA
266
America First Investment Advisors
Nebraska
$749K +$240K +2,140 +47%
Chevy Chase Trust
267
Chevy Chase Trust
Maryland
$749K +$410K +3,658 +121%
BJL
268
Brighton Jones LLC
Washington
$745K +$189K +1,683 +34%
CHJWM
269
Carlton Hofferkamp & Jenks Wealth Management
Texas
$738K +$738K +6,545 New
TTWM
270
TCV Trust & Wealth Management
Virginia
$722K – – –
WA
271
Waverly Advisors
Alabama
$720K -$292K -2,601 -29%
VCM
272
Vigilant Capital Management
Maine
$717K -$48.7K -435 -6%
AP
273
AHL Partners
United Kingdom
$713K +$713K +6,362 New
PL
274
Plancorp LLC
Missouri
$704K +$1.23K +11 +0.2%
MCM
275
Manchester Capital Management
Vermont
$702K – – –
9 10
11
12 13