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iShares TIPS Bond ETF
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Overview Fund Activity

470 hedge funds and large institutions have $6.11B invested in iShares TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
–
Holders Change %
0%
% of All Funds
13.65%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
1.02%
New
41
Increased
166
Reduced
180
Closed
36
Calls
$2.14M
Puts
$12.1M
Net Calls
-$9.93M
Net Calls Change
-$12.1M

Top Buyers

1
TCT
TIAA CREF Trust
Missouri
$851M
2
M&T Bank
M&T Bank
New York
$80.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$56.1M
4
Goldman Sachs
Goldman Sachs
New York
$57.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$158M

Top Sellers

1
State Street
State Street
Massachusetts
$96.8M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$7.47M
3
Barclays
Barclays
United Kingdom
$6.53M
4
Ameriprise
Ameriprise
Minnesota
$12.4M
5
EA
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
326
LifePlan Financial Group
Ohio
$421K +$8.4K +75 +2%
BA
327
Boston Advisors
Massachusetts
$417K – – –
FPIS
328
Financial Planning & Information Services
Wisconsin
$407K -$49.3K -440 -11%
CCG
329
Cypress Capital Group
Florida
$402K -$3.47K -31 -0.9%
FTIOP
330
Fiduciary Trust International of Pennsylvania
Pennsylvania
$390K – – –
DA
331
DSC Advisors
Illinois
$381K +$381K +3,400 New
VP
332
Value Partners
Hong Kong
$381K +$381K +3,400 New
SMC
333
Smith, Moore & Co
Missouri
$380K +$52.7K +470 +16%
NSIM
334
North Star Investment Management
Illinois
$379K -$98.7K -881 -21%
CL
335
Choreo LLC
Illinois
$378K +$2.47K +22 +0.7%
CAW
336
Cornerstone Advisors (Washington)
Washington
$374K – – –
EWM
337
Evercore Wealth Management
New York
$372K – – –
Lazard Asset Management
338
Lazard Asset Management
New York
$369K -$380K – –
SPIA
339
Strategic Point Investment Advisors
Rhode Island
$366K – – –
BAS
340
Brown Advisory Securities
Maryland
$365K +$70.1K +625 +24%
CG
341
Colony Group
Massachusetts
$361K +$305K +2,720 +544%
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$356K -$11.1M -98,698 -97%
AA
343
Ancora Advisors
Ohio
$355K -$4.93K -44 -1%
MWM
344
Modera Wealth Management
New Jersey
$344K -$15.6K -139 -4%
CCM
345
Coldstream Capital Management
Washington
$339K +$112 +1 +0%
CCFCSB
346
Cape Cod Five Cents Savings Bank
Massachusetts
$337K +$26.8K +239 +9%
PGA
347
Portland Global Advisors
Maine
$336K – – –
WSC
348
Wellington Shields & Co
New York
$336K – – –
RGC
349
Roberts, Glore & Co
Illinois
$332K – – –
WB
350
Webster Bank
Connecticut
$320K +$111K +990 +53%
12 13
14
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