TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

561 hedge funds and large institutions have $10B invested in iShares TIPS Bond ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 182 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+24
Holders Change %
+4.47%
% of All Funds
14.97%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
1.15%
New
66
Increased
182
Reduced
224
Closed
37
Calls
$4.27M
Puts
$1.98M
Net Calls
+$2.29M
Net Calls Change
+$17.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$568M
2
WIM
2
Windhaven Investment Management
Massachusetts
$560M
3
ACI
3
AMP Capital Investors
Australia
$239M
4
Franklin Resources
4
Franklin Resources
California
$350M
5
Bank of America
5
Bank of America
North Carolina
$1.34B

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$0
2
QI
2
QS Investors
New York
$53.6M
3
AF
3
Ally Financial
Michigan
$0
4
LC
4
Lourd Capital
California
$2.54M
5
HNB
5
Huntington National Bank
Ohio
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
351
Smith, Moore & Co
Missouri
$575K +$173K +1,510 +43%
KFA
352
Kelleher Financial Advisors
New York
$573K – – –
PPA
353
Parametric Portfolio Associates
Washington
$553K +$22K +192 +4%
TTWM
354
TCV Trust & Wealth Management
Virginia
$548K – – –
LA
355
LVW Advisors
New York
$544K +$2.98K +26 +0.6%
TI
356
Truepoint Inc
Ohio
$533K – – –
MML Investors Services
357
MML Investors Services
Massachusetts
$521K -$50.1K -437 -9%
NG
358
NatWest Group
United Kingdom
$516K +$516K +4,500 New
CHJWM
359
Carlton Hofferkamp & Jenks Wealth Management
Texas
$513K – – –
DA
360
DSC Advisors
Illinois
$509K -$89.4K -780 -15%
TAM
361
Todd Asset Management
Kentucky
$509K – – –
PP
362
Palladium Partners
Virginia
$488K -$18.1K -158 -4%
CCFCSB
363
Cape Cod Five Cents Savings Bank
Massachusetts
$487K +$63K +550 +15%
ECM
364
Exchange Capital Management
Michigan
$486K -$93.1K -813 -16%
CCG
365
Cypress Capital Group
Florida
$483K -$17.8K -155 -4%
JDR
366
Jay D. Rosenbaum
$482K – – –
OIA
367
Optimum Investment Advisors
Illinois
$472K -$68.8K -600 -13%
SBWM
368
Sunflower Bank Wealth Management
Arizona
$471K – – –
BCM
369
Boltwood Capital Management
California
$470K – – –
BAS
370
Brown Advisory Securities
Maryland
$467K -$21.2K -185 -4%
Mackenzie Financial
371
Mackenzie Financial
Ontario, Canada
$467K +$238K +2,070 +104%
V
372
Veritable
Delaware
$464K – – –
BFC
373
Blue Fin Capital
Rhode Island
$460K -$38.3K -334 -8%
HFA
374
High Falls Advisors
New York
$459K +$137K +1,200 +43%
CC
375
Cedar Capital
Illinois
$457K -$76.2K -665 -14%
13 14
15
16 17