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iShares TIPS Bond ETF
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Overview Fund Activity

470 hedge funds and large institutions have $6.61B invested in iShares TIPS Bond ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
13.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
1.06%
New
46
Increased
165
Reduced
182
Closed
37
Calls
$5.55M
Puts
$3.42M
Net Calls
+$2.13M
Net Calls Change
-$702K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$155M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$75.9M
3
Ameriprise
Ameriprise
Minnesota
+$61M
4
TCT
TIAA CREF Trust
Missouri
+$60M
5
EA
Euclid Advisors
Connecticut
+$58.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$329M
2
CS
Credit Suisse
Switzerland
-$116M
3
IA
IndexIQ Advisors
New York
-$41.2M
4
HNB
Huntington National Bank
Ohio
-$26.4M
5
CC
Curian Capital
Colorado
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
326
Baltimore-Washington Financial Advisors
Maryland
$486K +$47.3K +410 +11%
YP
327
Yellowstone Partners
Idaho
$472K -$6.7K -58 -1%
FPIS
328
Financial Planning & Information Services
Wisconsin
$470K -$196K -1,696 -29%
AA
329
Apriem Advisors
California
$437K -$74.9K -650 -15%
BA
330
Boston Advisors
Massachusetts
$429K -$3.46K -30 -0.8%
LFG
331
LifePlan Financial Group
Ohio
$425K -$18K -156 -4%
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$425K +$6.46K +56 +2%
GG
333
Gofen & Glossberg
Illinois
$423K -$63.4K -549 -13%
SBH
334
Segall Bryant & Hamill
Illinois
$420K -$23K -199 -5%
CCG
335
Cypress Capital Group
Florida
$418K -$13.2K -114 -3%
FTIOP
336
Fiduciary Trust International of Pennsylvania
Pennsylvania
$401K -$38.7K -336 -9%
WTNA
337
Wilmington Trust National Association
Delaware
$395K – – –
Fidelity Investments
338
Fidelity Investments
Massachusetts
$386K -$8.72M -75,556 -96%
CL
339
Choreo LLC
Illinois
$386K +$807 +7 +0.2%
CAW
340
Cornerstone Advisors (Washington)
Washington
$385K +$385K +3,340 New
WA
341
WFG Advisors
Texas
$382K -$28.8K -250 -7%
EWM
342
Evercore Wealth Management
New York
$382K +$154K +1,339 +68%
WS
343
Wedbush Securities
California
$381K +$462 +4 +0.1%
Lazard Asset Management
344
Lazard Asset Management
New York
$380K -$369K – –
SPIA
345
Strategic Point Investment Advisors
Rhode Island
$377K – – –
JCM
346
Jag Capital Management
Missouri
$376K +$376K +3,262 New
MWM
347
Modera Wealth Management
New Jersey
$370K -$79.9K -692 -18%
AA
348
Ancora Advisors
Ohio
$370K -$5.19K -45 -1%
MHS
349
M Holdings Securities
Oregon
$364K +$147K +1,278 +68%
CBB
350
Citizens Business Bank
California
$357K +$231 +2 +0.1%
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