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iShares TIPS Bond ETF
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Overview Fund Activity

454 hedge funds and large institutions have $5.86B invested in iShares TIPS Bond ETF in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 221 reducing their positions, and 44 closing their positions.

Holders
454
Holders Change
+25
Holders Change %
+5.83%
% of All Funds
13.19%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
76
Increased
100
Reduced
221
Closed
44
Calls
$2.33M
Puts
$6.83M
Net Calls
-$4.5M
Net Calls Change
-$2.23M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$652M
2
Wells Fargo
2
Wells Fargo
California
$354M
3
Goldman Sachs
3
Goldman Sachs
New York
$44.5M
4
RBC
4
Ronald Blue & Co
Georgia
$20.4M
5
BFA
5
BlackRock Fund Advisors
California
$614M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$2.91M
2
Morgan Stanley
2
Morgan Stanley
New York
$266M
3
Bank of America
3
Bank of America
North Carolina
$488M
4
Citigroup
4
Citigroup
New York
$8.41M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
BOK
326
Bank of Kentucky
Kentucky
$398K 3,618 -127 -3%
HTC
327
Haverford Trust Company
Pennsylvania
$390K 3,551 +3,551 New
WS
328
Wedbush Securities
California
$387K 3,522 -439 -11%
CAM
329
Capstone Asset Management
Texas
$384K 3,494 +3,494 New
Chevy Chase Trust
330
Chevy Chase Trust
Maryland
$383K 3,482 -725 -17%
RPGK
331
Retirement Planning Group (Kansas)
Kansas
$382K 3,473 -1,550 -31%
BWM
332
Braver Wealth Management
Massachusetts
$373K 3,396 -98 -3%
SMC
333
Smith, Moore & Co
Missouri
$373K 3,391 +3,391 New
CCM
334
Coldstream Capital Management
Washington
$365K 3,321 -1,902 -36%
Lazard Asset Management
335
Lazard Asset Management
New York
– – – –
SPIA
336
Strategic Point Investment Advisors
Rhode Island
$359K 3,270 – –
RGC
337
Roberts, Glore & Co
Illinois
$359K 3,266 – –
VA
338
Valmark Advisers
Ohio
$352K 3,207 -2,522 -44%
FIM
339
Fernwood Investment Management
Massachusetts
$337K 3,063 +3,063 New
DWA
340
Dorsey Wright & Associates
California
$336K 3,020 -1,168 -28%
FFIC
341
First Fiduciary Investment Counsel
Ohio
$332K 3,020 -1,615 -35%
WSC
342
Wellington Shields & Co
New York
$330K 3,000 – –
ST
343
Spinnaker Trust
Maine
$330K 3,000 +14 +0.5%
TT
344
Tower Trust
Indiana
$326K 2,962 – –
WA
345
WealthTrust Axiom
Pennsylvania
$324K 2,953 +351 +13%
JIC
346
Johnson Investment Counsel
Ohio
$321K 2,929 -610 -17%
WB
347
Webster Bank
Connecticut
$315K 2,863 -209 -7%
DWA
348
Douglass Winthrop Advisors
New York
$315K 2,867 – –
RMDI
349
R.M. Davis Inc
Maine
$313K 2,850 -40 -1%
ACI
350
Alpha Cubed Investments
California
$312K 2,840 +2,840 New
12 13
14
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