TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

561 hedge funds and large institutions have $10B invested in iShares TIPS Bond ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 182 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+24
Holders Change %
+4.47%
% of All Funds
14.97%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
1.15%
New
66
Increased
182
Reduced
224
Closed
37
Calls
$4.27M
Puts
$1.98M
Net Calls
+$2.29M
Net Calls Change
+$17.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$568M
2
WIM
2
Windhaven Investment Management
Massachusetts
$560M
3
ACI
3
AMP Capital Investors
Australia
$239M
4
Franklin Resources
4
Franklin Resources
California
$350M
5
Bank of America
5
Bank of America
North Carolina
$1.34B

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$0
2
QI
2
QS Investors
New York
$53.6M
3
AF
3
Ally Financial
Michigan
$0
4
LC
4
Lourd Capital
California
$2.54M
5
HNB
5
Huntington National Bank
Ohio
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$457K +$457K +3,985 New
SS
377
Simplicity Solutions
Minnesota
$456K -$1.55M -13,483 -77%
BBPWM
378
Blue Bell Private Wealth Management
Pennsylvania
$452K – – –
BSB
379
Bangor Savings Bank
Maine
$450K -$2.41K -21 -0.5%
HSA
380
HBK Sorce Advisory
Pennsylvania
$450K +$450K +3,928 New
GG
381
Gofen & Glossberg
Illinois
$448K -$22.9K -200 -5%
FC
382
Forte Capital
New York
$441K – – –
CWM
383
Concert Wealth Management
California
$438K +$38.5K +337 +10%
FMW
384
Farr Miller & Washington
District of Columbia
$430K – – –
IWM
385
Integrated Wealth Management
California
$427K – – –
BWFA
386
Baltimore-Washington Financial Advisors
Maryland
$426K -$86K -750 -17%
MC
387
Mathes Company
New York
$413K – – –
DIA
388
Davidson Investment Advisors
Montana
$413K +$65.6K +573 +19%
SNT
389
Security National Trust
West Virginia
$411K – – –
LFG
390
LifePlan Financial Group
Ohio
$411K +$8.61K +75 +2%
AAM
391
Advisors Asset Management
Colorado
$398K +$6.42K +56 +2%
SPIA
392
Strategic Point Investment Advisors
Rhode Island
$397K +$22.9K +200 +6%
CL
393
Choreo LLC
Illinois
$385K +$51.3K +447 +15%
HTC
394
Haverford Trust Company
Pennsylvania
$379K – – –
SBH
395
Segall Bryant & Hamill
Illinois
$379K +$115 +1 +0%
Lazard Asset Management
396
Lazard Asset Management
New York
$378K -$361K – –
TC
397
Trust Company
Kansas
$377K +$94.4K +823 +33%
EFSCE
398
Enterprise Financial Services Corp (EFSC)
Missouri
$367K +$29.6K +258 +9%
FHA
399
First Horizon Advisors
Tennessee
$361K +$306K +2,678 +558%
FFWA
400
FRG Family Wealth Advisors
Washington
$360K – – –
14 15
16
17 18