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iShares TIPS Bond ETF
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Overview Fund Activity

559 hedge funds and large institutions have $11.1B invested in iShares TIPS Bond ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
14.94%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
44
Increased
212
Reduced
188
Closed
41
Calls
$10.2M
Puts
$3.98M
Net Calls
+$6.26M
Net Calls Change
+$3.98M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$485M
3
QI
3
QS Investors
New York
$134M
4
TCT
4
TIAA CREF Trust
Missouri
$1.36B
5
CSIA
5
Charles Schwab Investment Advisory
California
$53.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$401M
2
LPL Financial
2
LPL Financial
California
$708K
3
AssetMark Inc
3
AssetMark Inc
California
$20.4M
4
WIM
4
Windhaven Investment Management
Massachusetts
$534M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
301
Fisher Asset Management
Washington
$855K +$7.72K +66 +0.9%
BPB
302
Badgley, Phelps & Bell
Washington
$841K -$33K -283 -4%
BC
303
Bartlett & Co
Ohio
$834K – – –
AWM
304
Altavista Wealth Management
North Carolina
$832K +$69.2K +593 +9%
HDIM
305
Hanson & Doremus Investment Management
Vermont
$821K +$1.75K +15 +0.2%
CAM
306
Cubic Asset Management
Massachusetts
$814K – – –
AFIA
307
America First Investment Advisors
Nebraska
$813K -$41.8K -358 -5%
BOS
308
Bingham Osborn & Scarborough
California
$806K – – –
CBU
309
CIBC Bank USA
Illinois
$797K – – –
KWMG
310
King Wealth Management Group
Florida
$779K +$9.57K +82 +1%
BFPW
311
BOK Financial Private Wealth
Colorado
$764K +$513K +4,404 +205%
SFPM
312
Sensible Financial Planning & Management
Massachusetts
$757K -$42.7K -366 -5%
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
$757K -$5.71K -49 -0.7%
Simplex Trading
314
Simplex Trading
Illinois
$740K +$734K +6,295 +13,115%
SWA
315
Sutton Wealth Advisors
Florida
$734K -$79.6K -682 -10%
GXMC
316
Global X Management Company
New York
$710K +$14.5K +124 +2%
LPL Financial
317
LPL Financial
California
$708K -$107M -908,455 -99%
AIS
318
American Investment Services
Massachusetts
$700K -$11.4K -98 -2%
GEM
319
Global Endowment Management
North Carolina
$700K +$700K +6,000 New
RPG
320
Risk Paradigm Group
Texas
$696K -$402K -3,448 -37%
CI
321
Cavalier Investments
Georgia
$695K -$131K -1,118 -16%
AWM
322
AllSquare Wealth Management
New York
$692K +$13.8K +118 +2%
VC
323
Vicus Capital
Pennsylvania
$689K -$10K -86 -1%
PCIG
324
Partners Capital Investment Group
Massachusetts
$678K +$117 +1 +0%
DWM
325
Dakota Wealth Management
Florida
$677K +$54.2K +465 +9%
11 12
13
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