TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

893 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 435 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-32
Holders Change %
-3.46%
% of All Funds
19.73%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.35%
New
78
Increased
239
Reduced
435
Closed
99
Calls
$8.66M
Puts
$12.5M
Net Calls
-$3.86M
Net Calls Change
+$4.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.6B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$992M
3
Charles Schwab
Charles Schwab
California
$291M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$143M
5
UBS Group
UBS Group
Switzerland
$280M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.7B
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$481M
4
ACI
AMP Capital Investors
Australia
$80.9M
5
BlackRock
BlackRock
New York
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
401
Comerica Securities
Michigan
$947K +$85.9K +728 +10%
S
402
SignatureFD
Georgia
$932K +$70.8K +601 +8%
NB
403
Nicolet Bankshares
Wisconsin
$928K -$110K -932 -11%
RFA
404
Reilly Financial Advisors
California
$927K +$6.37K +54 +0.7%
AB
405
Atlas Brown
Kentucky
$925K -$42.6K -361 -4%
BBVA
406
Banco Bilbao Vizcaya Argentaria
Spain
$923K – – –
SAS
407
Stelac Advisory Services
New York
$919K -$1.38M -13,238 -60%
WCM
408
WealthBridge Capital Management
Ohio
$917K +$5.9K +50 +0.6%
RIA
409
Realta Investment Advisors
Delaware
$911K +$191K +1,622 +27%
VWA
410
VERITY Wealth Advisors
United States
$906K -$356K -3,016 -28%
ISWM
411
Independent Solutions Wealth Management
New York
$897K +$4.95K +42 +0.6%
XF
412
XML Financial
Maryland
$892K -$1.16M -9,861 -57%
B
413
Bellecapital
Switzerland
$892K +$590 +5 +0.1%
SFG
414
Sunburst Financial Group
Alabama
$888K -$69K -585 -7%
GLA
415
Good Life Advisors
Pennsylvania
$887K +$411K +3,482 +86%
TCOV
416
Trust Company of Vermont
Vermont
$886K +$296K +2,505 +50%
TSS
417
Two Sigma Securities
New York
$885K +$885K +7,506 New
DPI
418
Diversified Portfolios Inc
Michigan
$884K +$11.7K +99 +1%
AIS
419
American Investment Services
Massachusetts
$882K +$2.71K +23 +0.3%
EIG
420
Ellenbecker Investment Group
Wisconsin
$875K +$65.2K +553 +8%
BCM
421
Brookstone Capital Management
Illinois
$865K -$113K -960 -12%
CRWM
422
Castle Rock Wealth Management
California
$862K -$2.79K -23 -0.3%
MA
423
Mutual Advisors
Nebraska
$862K +$16.5K +140 +2%
MIM
424
Moseley Investment Management
Florida
$860K +$46.2K +392 +6%
SI
425
Stephens Inc
Arkansas
$859K -$158K -1,344 -16%
15 16
17
18 19