TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

523 hedge funds and large institutions have $6.81B invested in iShares TIPS Bond ETF in 2015 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 175 increasing their positions, 191 reducing their positions, and 37 closing their positions.

Holders
523
Holders Change
+15
Holders Change %
+2.95%
% of All Funds
13.95%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.99%
New
56
Increased
175
Reduced
191
Closed
37
Calls
$8.71M
Puts
$827K
Net Calls
+$7.88M
Net Calls Change
+$11.9M

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$94.7M
2
MAA
2
Managed Account Advisors
New Jersey
$293M
3
QI
3
QS Investors
New York
$70.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$126M
5
TCT
5
TIAA CREF Trust
Missouri
$1,000M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$288M
2
BFA
2
BlackRock Fund Advisors
California
$588M
3
CC
3
Curian Capital
Colorado
$29.5M
4
WIM
4
Windhaven Investment Management
Massachusetts
$319M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DPI
376
Diversified Portfolios Inc
Michigan
$376K 3,310 – –
NI
377
Numeric Investors
Massachusetts
$375K 3,300 – –
Lazard Asset Management
378
Lazard Asset Management
New York
– – – –
SPIA
379
Strategic Point Investment Advisors
Rhode Island
$371K 3,270 – –
CL
380
Choreo LLC
Illinois
$356K 3,138 -233 -7%
EFSCE
381
Enterprise Financial Services Corp (EFSC)
Missouri
$355K 3,125 -321 -9%
WSC
382
Wellington Shields & Co
New York
$341K 3,000 – –
PGA
383
Portland Global Advisors
Maine
$341K 3,000 – –
CPIG
384
Chicago Partners Investment Group
Illinois
$341K 3,042 +3,042 New
FMW
385
Farr Miller & Washington
District of Columbia
$338K 2,976 – –
AA
386
Ancora Advisors
Ohio
– – -2,681 Closed
RBC
387
Roble Belko & Company
Pennsylvania
$330K 2,906 +2,906 New
CWM
388
Concert Wealth Management
California
$324K 9,564 +1,589 +20%
LA
389
LVW Advisors
New York
$323K 2,843 +2,843 New
GIM
390
Goelzer Investment Management
Indiana
$321K 2,825 – –
BWP
391
BSW Wealth Partners
Colorado
$319K 2,808 -6 -0.2%
NG
392
NatWest Group
United Kingdom
$315K 2,770 -875 -24%
BW
393
Bison Wealth
Georgia
$312K 2,747 +2,747 New
FPIS
394
Financial Planning & Information Services
Wisconsin
$309K 2,719 -670 -20%
FF
395
Friedenthal Financial
New Jersey
$304K 2,678 – –
FTIOP
396
Fiduciary Trust International of Pennsylvania
Pennsylvania
$303K 2,667 -250 -9%
TSW
397
Thompson Siegel & Walmsley
Virginia
$294K 2,590 – –
MWM
398
Modera Wealth Management
New Jersey
$293K 2,583 -185 -7%
CCP
399
Clarkston Capital Partners
Michigan
$291K 2,565 +10 +0.4%
CCS
400
Crosspoint Capital Strategies
California
$290K 2,550 +231 +10%
14 15
16
17 18