TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

508 hedge funds and large institutions have $6.87B invested in iShares TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 130 increasing their positions, 205 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+38
Holders Change %
+8.09%
% of All Funds
13.56%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
1.04%
New
86
Increased
130
Reduced
205
Closed
41
Calls
$1.45M
Puts
$5.51M
Net Calls
-$4.07M
Net Calls Change
+$5.86M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$198M
2
TCT
2
TIAA CREF Trust
Missouri
$924M
3
WCM
3
Windham Capital Management
Massachusetts
$52.2M
4
AssetMark Inc
4
AssetMark Inc
California
$48.6M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$139M

Top Sellers

1
QI
1
QS Investors
New York
$2.54M
2
BFA
2
BlackRock Fund Advisors
California
$604M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.04M
4
Bank of America
4
Bank of America
North Carolina
$541M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oarsman Capital
Wisconsin
$830K +$8.4K +75 +1%
BO
277
BRR OpCo
Ohio
$826K +$196K +1,754 +31%
AF
278
Allworth Financial
California
$826K +$355K +3,173 +76%
CBU
279
CIBC Bank USA
Illinois
$816K -$3.7K -33 -0.5%
V
280
Veritable
Delaware
$793K +$14.6K +130 +2%
CAM
281
Cubic Asset Management
Massachusetts
$787K – – –
HIM
282
Harbour Investment Management
Washington
$780K – – –
OIA
283
Optimum Investment Advisors
Illinois
$769K – – –
AWM
284
Altavista Wealth Management
North Carolina
$761K -$429K -3,800 -36%
AFIA
285
America First Investment Advisors
Nebraska
$749K – – –
SYBT
286
Stock Yards Bank & Trust
Kentucky
$739K +$106K +945 +17%
CG
287
Caprock Group
Idaho
$732K +$732K +6,539 New
PPA
288
Parametric Portfolio Associates
Washington
$724K +$724K +6,464 New
FIM
289
Freedom Investment Management
Connecticut
$720K +$36.3K +324 +5%
AWM
290
Avior Wealth Management
Nebraska
$717K -$60.4K -539 -8%
Chevy Chase Trust
291
Chevy Chase Trust
Maryland
$713K -$35K -313 -5%
TTWM
292
TCV Trust & Wealth Management
Virginia
$712K -$10.1K -90 -1%
NES
293
New England Securities
New York
$710K +$44.8K +400 +7%
BA
294
Bard Associates
Illinois
$697K – – –
Sumitomo Mitsui Trust Group
295
Sumitomo Mitsui Trust Group
Japan
$678K +$678K +6,070 New
CIC
296
Cutler Investment Counsel
Oregon
$667K -$480K -4,282 -42%
MCM
297
Manchester Capital Management
Vermont
$666K -$35.3K -315 -5%
IPC
298
Independent Portfolio Consultants
Florida
$666K – – –
SAS
299
Stelac Advisory Services
New York
$666K +$538K +4,807 +422%
Fisher Asset Management
300
Fisher Asset Management
Washington
$655K +$15.1K +135 +2%
10 11
12
13 14