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iShares TIPS Bond ETF
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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 %
JPTCCM
301
J.P. Turner & Co Capital Management
Georgia
$655K +$655K +5,855 New
AWM
302
AllSquare Wealth Management
New York
$651K +$651K +5,812 New
AIS
303
American Investment Services
Massachusetts
$645K +$2.8K +25 +0.4%
NL
304
NWAM LLC
Washington
$644K -$40.5K -361 -6%
DDPIC
305
Deroy & Devereaux Private Investment Counsel
Michigan
$638K – – –
SCM
306
Summit Capital Management
Washington
$622K +$622K +5,557 New
BMO
307
Beck Mack & Oliver
New York
$620K +$336 +3 +0.1%
TAM
308
Todd Asset Management
Kentucky
$617K – – –
FNBT
309
FineMark National Bank & Trust
Florida
$615K +$11.8K +105 +2%
DAC
310
Dividend Assets Capital
South Carolina
$593K -$8.41K -75 -1%
AI
311
Atria Investments
North Carolina
$592K -$278K -2,485 -32%
VCM
312
Vigilant Capital Management
Maine
$585K -$132K -1,180 -18%
BSB
313
Bangor Savings Bank
Maine
$585K +$5.04K +45 +0.9%
MC
314
Mathes Company
New York
$571K – – –
WPIC
315
White Pine Investment Company
Michigan
$570K +$570K +5,091 New
ASN
316
Advisory Services Network
Georgia
$568K +$4.11K +36 +0.7%
SWP
317
Stratos Wealth Partners
Ohio
$564K +$564K +5,035 New
WEC
318
Winslow Evans & Crocker
Massachusetts
$560K -$672 -6 -0.1%
KFA
319
Kelleher Financial Advisors
New York
$560K – – –
Schroder Investment Management Group
320
Schroder Investment Management Group
United Kingdom
$559K +$203K +1,815 +57%
JG
321
Jefferies Group
New York
$551K +$551K +4,920 New
BFC
322
Blue Fin Capital
Rhode Island
$550K -$19K -170 -3%
DAS
323
Dynamic Advisor Solutions
Arizona
$547K – – –
KA
324
Klingman & Associates
New York
$543K +$543K +4,855 New
KC
325
Kingfisher Capital
North Carolina
$541K +$21.9K +195 +4%
11 12
13
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