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iShares TIPS Bond ETF
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Overview Fund Activity

790 hedge funds and large institutions have $15.1B invested in iShares TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 334 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.11%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
1.17%
New
53
Increased
334
Reduced
262
Closed
51
Calls
$7.37M
Puts
$14.3M
Net Calls
-$6.89M
Net Calls Change
-$8.5M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$536M
2
LPL Financial
2
LPL Financial
California
$316M
3
Goldman Sachs
3
Goldman Sachs
New York
$373M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$124M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$835M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
ACI
2
AMP Capital Investors
Australia
$102M
3
3AM
3
3EDGE Asset Management
Florida
$0
4
FEG
4
Fund Evaluation Group
Ohio
$3.38M
5
TF
5
TIAA FSB
Florida
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
351
Reilly Financial Advisors
California
$1.31M -$84.7K -750 -6%
SP
352
Sarasin & Partners
United Kingdom
$1.3M +$1.3M +11,544 New
CC
353
Courier Capital
New York
$1.27M – – –
CI
354
Conning Inc
Connecticut
$1.26M +$14.7K +130 +1%
AWM
355
Avior Wealth Management
Nebraska
$1.26M -$20.7K -183 -2%
CCWA
356
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M +$109K +966 +10%
FA
357
Fagan Associates
New York
$1.25M -$39.5K -350 -3%
NFG
358
Next Financial Group
Texas
$1.25M -$802K -7,104 -39%
CAN
359
Claraphi Advisory Network
United States
$1.24M -$71K -629 -5%
WP
360
WealthSource Partners
California
$1.24M +$65.7K +582 +6%
MYIA
361
Mount Yale Investment Advisors
Colorado
$1.23M – – –
CB
362
Community Bank
New York
$1.23M – – –
ZIM
363
Zacks Investment Management
Illinois
$1.23M +$117K +1,033 +10%
SI
364
Stephens Inc
Arkansas
$1.22M +$1.22M +10,834 New
CC
365
Cadinha & Co
Hawaii
$1.22M +$72.7K +644 +6%
NA
366
Nottingham Advisors
New York
$1.22M – – –
WIM
367
Westside Investment Management
California
$1.2M +$75.7K +673 +7%
SFFS
368
Stonehage Fleming Financial Services
Jersey
$1.19M – – –
AFIA
369
America First Investment Advisors
Nebraska
$1.18M +$175K +1,547 +17%
HSA
370
HBK Sorce Advisory
Pennsylvania
$1.18M -$112K -995 -9%
LFAS
371
Level Four Advisory Services
Texas
$1.16M +$259K +2,292 +29%
WA
372
WealthTrust Axiom
Pennsylvania
$1.16M -$11.3K -100 -1%
AFP
373
Ausdal Financial Partners
Iowa
$1.15M -$1.4M -12,413 -55%
PHIMC
374
Private Harbour Investment Management & Counsel
Ohio
$1.15M – – –
OIA
375
OneDigital Investment Advisors
Kansas
$1.13M -$903 -8 -0.1%
13 14
15
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