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iShares TIPS Bond ETF
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Overview Fund Activity

470 hedge funds and large institutions have $6.61B invested in iShares TIPS Bond ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
13.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
1.06%
New
46
Increased
165
Reduced
182
Closed
37
Calls
$5.55M
Puts
$3.42M
Net Calls
+$2.13M
Net Calls Change
-$702K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$654M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$79.8M
3
Ameriprise
Ameriprise
Minnesota
$71.8M
4
TCT
TIAA CREF Trust
Missouri
$786M
5
EA
Euclid Advisors
Connecticut
$58.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$121M
2
CS
Credit Suisse
Switzerland
$22.8M
3
IA
IndexIQ Advisors
New York
$0
4
HNB
Huntington National Bank
Ohio
$26M
5
CC
Curian Capital
Colorado
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
376
R.M. Davis Inc
Maine
$275K -$53.9K -467 -16%
CCMG
377
Clark Capital Management Group
Pennsylvania
$272K -$15.5K -134 -5%
MCM
378
Maple Capital Management
Vermont
$271K – – –
SFA
379
Sequoia Financial Advisors
Ohio
$269K -$72K -624 -21%
HTC
380
Haverford Trust Company
Pennsylvania
$269K +$43.9K +380 +19%
NI
381
Numeric Investors
Massachusetts
$265K +$265K +2,300 New
NB
382
NBT Bank
New York
$263K -$17.5K -152 -6%
GI
383
Gradient Investments
Minnesota
$261K -$89.2K -772 -25%
CT
384
Cambridge Trust
Massachusetts
$261K – – –
BFPW
385
BOK Financial Private Wealth
Colorado
$258K +$922 +8 +0.4%
RPGK
386
Retirement Planning Group (Kansas)
Kansas
$256K – – –
DWA
387
Dorsey Wright & Associates
California
$255K -$24.3K -210 -9%
MFBTD
388
MB Financial Bank - Trust Department
Illinois
$248K -$63K -545 -20%
CAM
389
Capstone Asset Management
Texas
$243K – – –
PAA
390
Peregrine Asset Advisers
Oregon
$243K +$243K +2,107 New
WSCM
391
Wellington Shields Capital Management
New York
$242K – – –
DWM
392
Destination Wealth Management
California
$239K -$18.2K -158 -7%
DOA
393
D'Orazio & Associates
Virginia
$233K – – –
SCM
394
SCS Capital Management
Massachusetts
$231K -$57.8K -500 -20%
AIM
395
Allen Investment Management
New York
$231K – – –
SCA
396
STALEY CAPITAL ADVISERS
Pennsylvania
$231K – – –
SCM
397
Shelton Capital Management
Colorado
$226K -$13.6K -118 -6%
SF
398
Synovus Financial
Georgia
$219K – – –
WT
399
Whittier Trust
California
$219K – – –
BWM
400
Braver Wealth Management
Massachusetts
$216K +$3.7K +47 +2%
14 15
16
17 18