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iShares TIPS Bond ETF
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Overview Fund Activity

801 hedge funds and large institutions have $13.5B invested in iShares TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 384 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
17.88%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.29%
New
114
Increased
185
Reduced
384
Closed
95
Calls
$7M
Puts
$3.41M
Net Calls
+$3.59M
Net Calls Change
+$1.51M

Top Buyers

1
ACI
AMP Capital Investors
Australia
+$114M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.9M
3
3AM
3EDGE Asset Management
Florida
+$78.4M
4
SG Americas Securities
SG Americas Securities
New York
+$29.4M
5
BOS
Bingham Osborn & Scarborough
California
+$19M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$275M
2
Bank of America
Bank of America
North Carolina
-$265M
3
Goldman Sachs
Goldman Sachs
New York
-$220M
4
CWM
Cornerstone Wealth Management
Missouri
-$195M
5
Ameriprise
Ameriprise
Minnesota
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Community Bank
New York
$898K -$274K -2,500 -23%
RFA
377
Reilly Financial Advisors
California
$891K -$380K -3,472 -30%
HSBC Holdings
378
HSBC Holdings
United Kingdom
$890K -$65.7K -600 -7%
CHJWM
379
Carlton Hofferkamp & Jenks Wealth Management
Texas
$883K -$532K -4,859 -38%
MFBTD
380
MB Financial Bank - Trust Department
Illinois
$882K – – –
WP
381
WealthSource Partners
California
$878K -$184K -1,681 -17%
ECM
382
Evergreen Capital Management
Washington
$877K +$3.28K +30 +0.4%
Betterment LLC
383
Betterment LLC
New York
$866K +$333K +3,041 +62%
Fiera Capital (Canada)
384
Fiera Capital (Canada)
Quebec, Canada
$860K -$26K -237 -3%
OIA
385
OneDigital Investment Advisors
Kansas
$859K -$253K -2,313 -23%
DAC
386
Dividend Assets Capital
South Carolina
$856K -$510K -4,660 -37%
MHS
387
M Holdings Securities
Oregon
$849K +$3.39K +31 +0.4%
RCA
388
Rowland Carmichael Advisors
Arizona
$846K +$694K +6,335 +455%
CCM
389
Colorado Capital Management
Colorado
$829K -$74.1K -677 -8%
PFBT
390
Parkside Financial Bank & Trust
Missouri
$828K -$877 -8 -0.1%
GIP
391
Greatmark Investment Partners
Georgia
$826K -$46.6K -425 -5%
WCM
392
WealthBridge Capital Management
Ohio
$825K +$825K +7,536 New
SCG
393
Sonata Capital Group
Washington
$815K -$49.3K -450 -6%
AIS
394
American Investment Services
Massachusetts
$814K +$76.3K +697 +10%
WWM
395
Western Wealth Management
Colorado
$801K +$801K +7,256 New
PWM
396
Perigon Wealth Management
California
$799K -$488K -4,448 -38%
ISL
397
Ingalls & Snyder LLC
New York
$785K -$13.5K -123 -2%
WF
398
Welch & Forbes
Massachusetts
$775K -$22.2K -203 -3%
Koshinski Asset Management
399
Koshinski Asset Management
Illinois
$772K +$275K +2,514 +55%
HW
400
Hancock Whitney
Mississippi
$766K +$8.21K +75 +1%
14 15
16
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