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iShares TIPS Bond ETF
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Overview Fund Activity

925 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+121
Holders Change %
+15.05%
% of All Funds
18.27%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.13%
New
188
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
MMI
2
Matson Money Inc
Ohio
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$778M
4
PWAG
4
Polaris Wealth Advisory Group
California
$44.7M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$813M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.4M
3
M&T Bank
3
M&T Bank
New York
$0
4
Citigroup
4
Citigroup
New York
$58.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
401
Jacobi Capital Management
Pennsylvania
$1.1M +$123K +1,050 +13%
BW
402
Bison Wealth
Georgia
$1.08M +$1.17K +10 +0.1%
SB
403
Simmons Bank
Arkansas
$1.08M +$22.9K +196 +2%
CG
404
Colony Group
Massachusetts
$1.07M +$122K +1,043 +13%
DSC
405
Duncker Streett & Co
Missouri
$1.06M -$130K -1,117 -11%
Koshinski Asset Management
406
Koshinski Asset Management
Illinois
$1.06M +$200K +1,714 +23%
NFG
407
Nations Financial Group
Iowa
$1.06M +$5.01K +43 +0.5%
SC
408
SouthState Corp
Florida
$1.04M +$626K +5,369 +151%
NB
409
Nicolet Bankshares
Wisconsin
$1.03M -$88.6K -760 -8%
OIA
410
OneDigital Investment Advisors
Kansas
$1.03M -$244K -2,095 -19%
WB
411
Webster Bank
Connecticut
$1.03M -$23.3K -200 -2%
FHA
412
Flagship Harbor Advisors
Massachusetts
$1.02M +$24.1K +207 +2%
MIAS
413
Mason Investment Advisory Services
Virginia
$1.01M – – –
BCA
414
Bay Colony Advisors
Massachusetts
$1.01M -$352 -3 -0%
VCP
415
Vista Capital Partners
Oregon
$1.01M +$4.43K +38 +0.4%
SI
416
Stephens Inc
Arkansas
$1.01M +$164K +1,408 +19%
GFPC
417
Global Financial Private Client
Florida
$1M +$1M +8,609 New
ATC
418
Argent Trust Co
Tennessee
$998K – – –
PWM
419
Perigon Wealth Management
California
$993K -$8.81K -75 -0.9%
SCG
420
Sonata Capital Group
Washington
$989K +$64.1K +550 +7%
VC
421
Vicus Capital
Pennsylvania
$973K -$117K -1,005 -11%
BCM
422
Brookstone Capital Management
Illinois
$967K +$95.4K +818 +11%
LWM
423
Laidlaw Wealth Management
New York
$959K +$959K +8,231 New
AB
424
Atlas Brown
Kentucky
$957K +$7.23K +62 +0.8%
RFC
425
Regions Financial Corp
Alabama
$956K -$43.6K -374 -4%
15 16
17
18 19