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iShares TIPS Bond ETF
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Overview Fund Activity

893 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 435 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-32
Holders Change %
-3.46%
% of All Funds
19.73%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.35%
New
78
Increased
239
Reduced
435
Closed
99
Calls
$8.66M
Puts
$12.5M
Net Calls
-$3.86M
Net Calls Change
+$4.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.6B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$992M
3
Charles Schwab
Charles Schwab
California
$291M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$143M
5
UBS Group
UBS Group
Switzerland
$280M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.7B
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$481M
4
ACI
AMP Capital Investors
Australia
$80.9M
5
BlackRock
BlackRock
New York
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
351
Wealthstreet Investment Advisors
Texas
$1.25M -$18.8K -159 -1%
FTI
352
Fiduciary Trust International
Massachusetts
$1.24M – – –
PIMG
353
Patriot Investment Management Group
Tennessee
$1.24M -$6.84K -58 -0.6%
HWA
354
Hillcrest Wealth Advisors
New Jersey
$1.22M -$26.5K -225 -2%
EPA
355
Element Pointe Advisors
Florida
$1.22M -$24.8K -210 -2%
BSW
356
Buckingham Strategic Wealth
Missouri
$1.2M +$405K +3,435 +51%
IFWM
357
Institute for Wealth Management
Colorado
$1.18M -$76K -644 -6%
CCM
358
Coldstream Capital Management
Washington
$1.16M -$1.18K -10 -0.1%
FA
359
Fagan Associates
New York
$1.16M – – –
BFC
360
Blue Fin Capital
Rhode Island
$1.16M -$15K -127 -1%
AC
361
Apella Capital
Connecticut
$1.16M +$1.16M +9,802 New
WA
362
WealthTrust Axiom
Pennsylvania
$1.14M -$23.6K -200 -2%
WWM
363
Western Wealth Management
Colorado
$1.14M -$11.7M -98,399 -91%
SC
364
SouthState Corp
Florida
$1.13M +$81.4K +690 +8%
CWA
365
Capital Wealth Alliance
Arizona
$1.13M -$63.5K -539 -5%
PHIMC
366
Private Harbour Investment Management & Counsel
Ohio
$1.12M – – –
BW
367
Bison Wealth
Georgia
$1.1M +$3.78K +32 +0.3%
PPA
368
Parametric Portfolio Associates
Washington
$1.1M -$546K -4,632 -33%
AC
369
Addison Capital
Pennsylvania
$1.1M -$22.3K -189 -2%
AWM
370
Altavista Wealth Management
North Carolina
$1.1M -$130K -1,100 -11%
SB
371
Simmons Bank
Arkansas
$1.09M -$2.83K -24 -0.3%
RSS
372
Rosenblum Silverman Sutton
California
$1.08M +$1.08M +9,131 New
NFG
373
Nations Financial Group
Iowa
$1.08M +$7.9K +67 +0.7%
IWM
374
IHT Wealth Management
Illinois
$1.08M +$190K +1,611 +21%
Allianz Asset Management
375
Allianz Asset Management
Germany
$1.07M -$535K -4,534 -33%
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