TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

686 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 264 increasing their positions, 248 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
17.13%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.87%
New
64
Increased
264
Reduced
248
Closed
49
Calls
$7.94M
Puts
$5.72M
Net Calls
+$2.22M
Net Calls Change
-$1.37M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.16B
2
TF
2
TIAA FSB
Florida
$1.66B
3
BA
3
Bridgewater Associates
Connecticut
$220M
4
BlackRock
4
BlackRock
New York
$1.18B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$639M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$402M
2
AssetMark Inc
2
AssetMark Inc
California
$12.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$6.69M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$52.4M
5
HNB
5
Huntington National Bank
Ohio
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
351
Patton Albertson Miller Group
Tennessee
$1.02M -$54.9K -484 -5%
WA
352
WealthTrust Axiom
Pennsylvania
$1.01M +$79.4K +700 +9%
RPG
353
Risk Paradigm Group
Texas
$1.01M -$42.6K -375 -4%
MFW
354
Mosaic Family Wealth
Missouri
$997K -$12.5K -110 -1%
AIM
355
Anchor Investment Management
South Carolina
$986K +$136K +1,194 +16%
RA
356
RFG Advisory
Alabama
$981K +$31.2K +275 +3%
JCM
357
Janney Capital Management
Pennsylvania
$973K +$973K +8,567 New
SMFG
358
Sumitomo Mitsui Financial Group
Japan
$963K +$23K +203 +2%
MWPCG
359
Measured Wealth Private Client Group
New Hampshire
$957K +$957K +8,425 New
AFIA
360
America First Investment Advisors
Nebraska
$948K +$69.3K +610 +8%
SMC
361
Smith, Moore & Co
Missouri
$948K +$117K +1,027 +14%
GIP
362
Greatmark Investment Partners
Georgia
$946K -$8.52K -75 -0.9%
FHA
363
Flagship Harbor Advisors
Massachusetts
$939K +$92.7K +815 +11%
BAS
364
Brown Advisory Securities
Maryland
$931K -$7.16K -63 -0.8%
MHS
365
M Holdings Securities
Oregon
$931K +$14.5K +128 +2%
OC
366
Oarsman Capital
Wisconsin
$922K +$308K +2,715 +50%
IFWM
367
Institute for Wealth Management
Colorado
$920K -$108K -948 -10%
MFBTD
368
MB Financial Bank - Trust Department
Illinois
$914K – – –
PFM
369
Peak Financial Management
Massachusetts
$913K +$913K +8,040 New
BGC
370
Blue Granite Capital
South Carolina
$909K – – –
GRP
371
Global Retirement Partners
California
$898K +$8.63K +76 +1%
SFFS
372
Stonehage Fleming Financial Services
Jersey
$896K – – –
SGCA
373
Steel Grove Capital Advisors
Tennessee
$895K +$246K +2,162 +38%
AB
374
Atlas Brown
Kentucky
$891K +$24.3K +214 +3%
AIM
375
Acropolis Investment Management
Missouri
$880K +$795 +7 +0.1%
13 14
15
16 17