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iShares TIPS Bond ETF
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Overview Fund Activity

464 hedge funds and large institutions have $6.31B invested in iShares TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+10
Holders Change %
+2.2%
% of All Funds
13.41%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
1.04%
New
48
Increased
127
Reduced
210
Closed
36
Calls
$6.24M
Puts
$3.41M
Net Calls
+$2.84M
Net Calls Change
+$7.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$437M
2
CS
2
Credit Suisse
Switzerland
$135M
3
QI
3
QS Investors
New York
$65.1M
4
TCT
4
TIAA CREF Trust
Missouri
$706M
5
State Street
5
State Street
Massachusetts
$182M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$244M
2
Goldman Sachs
2
Goldman Sachs
New York
$18M
3
HNB
3
Huntington National Bank
Ohio
$26.4M
4
BCM
4
Bluefin Capital Management
New York
$0
5
JIR
5
James Investment Research
Ohio
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
276
BRR OpCo
Ohio
$664K +$41K +366 +7%
BIM
277
Baldwin Investment Management
Pennsylvania
$658K – – –
BSB
278
Bangor Savings Bank
Maine
$651K -$182K -1,628 -22%
FPIS
279
Financial Planning & Information Services
Wisconsin
$647K -$685K -6,114 -51%
AIS
280
American Investment Services
Massachusetts
$643K -$63.9K -570 -9%
DDPIC
281
Deroy & Devereaux Private Investment Counsel
Michigan
$639K – – –
BOS
282
Bingham Osborn & Scarborough
California
$633K +$633K +5,647 New
BFEC
283
Benjamin F. Edwards & Company
Missouri
$623K +$57.9K +517 +10%
MIS
284
Morningstar Investment Services
Illinois
$620K +$620K +5,535 New
LG
285
LaFleur & Godfrey
Michigan
$619K +$19.6K +175 +3%
EFSCE
286
Enterprise Financial Services Corp (EFSC)
Missouri
$609K +$20.6K +184 +4%
NES
287
New England Securities
New York
$606K -$164K -1,465 -21%
TNBTD
288
Trustmark National Bank Trust Department
Mississippi
$598K -$76.4K -681 -11%
BFC
289
Blue Fin Capital
Rhode Island
$598K +$561 +5 +0.1%
BBPWM
290
Blue Bell Private Wealth Management
Pennsylvania
$591K – – –
HB
291
Homrich & Berg
Georgia
$583K -$55.1K -491 -9%
AWA
292
Arete Wealth Advisors
Illinois
$581K +$3.14K +28 +0.5%
SBWM
293
Sunflower Bank Wealth Management
Arizona
$577K -$140K -1,250 -20%
MC
294
Moors & Cabot
Massachusetts
$569K +$569K +5,078 New
IPC
295
Independent Portfolio Consultants
Florida
$566K +$566K +5,055 New
KFA
296
Kelleher Financial Advisors
New York
$560K – – –
TFCP
297
Twin Focus Capital Partners
Massachusetts
$557K -$32.4K -289 -5%
FHA
298
First Horizon Advisors
Tennessee
$557K +$58.4K +521 +12%
FNBT
299
FineMark National Bank & Trust
Florida
$553K -$56K -500 -9%
DAS
300
Dynamic Advisor Solutions
Arizona
$549K +$5.72K +51 +1%
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