TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

686 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 264 increasing their positions, 248 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
17.13%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.87%
New
64
Increased
264
Reduced
248
Closed
49
Calls
$7.94M
Puts
$5.72M
Net Calls
+$2.22M
Net Calls Change
-$1.37M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.16B
2
TF
2
TIAA FSB
Florida
$1.66B
3
BA
3
Bridgewater Associates
Connecticut
$220M
4
BlackRock
4
BlackRock
New York
$1.18B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$639M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$402M
2
AssetMark Inc
2
AssetMark Inc
California
$12.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$6.69M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$52.4M
5
HNB
5
Huntington National Bank
Ohio
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
426
WhitTier Trust Company
Nevada
$653K – – –
DDPIC
427
Deroy & Devereaux Private Investment Counsel
Michigan
$647K – – –
CL
428
Choreo LLC
Illinois
$643K -$97.8K -861 -13%
FC
429
Financial Consulate
Maryland
$635K +$41.5K +366 +7%
Bessemer Group
430
Bessemer Group
New Jersey
$619K -$3.18K -28 -0.5%
AWM
431
AllSquare Wealth Management
New York
$619K +$619K +5,450 New
HB
432
Homrich & Berg
Georgia
$614K +$4.32K +38 +0.7%
LA
433
LVW Advisors
New York
$612K – – –
SFPM
434
Sensible Financial Planning & Management
Massachusetts
$609K -$76.3K -672 -11%
JWS
435
Juncture Wealth Strategies
Arizona
$598K +$97.6K +859 +20%
YWP
436
YorkBridge Wealth Partners
New York
$597K +$181K +1,594 +44%
RCA
437
Rowland Carmichael Advisors
Arizona
$591K -$47.3K -416 -7%
NSIM
438
North Star Investment Management
Illinois
$590K -$32.5K -286 -5%
MSA
439
Mason Street Advisors
Wisconsin
$579K +$312K +2,750 +117%
SCG
440
Sonata Capital Group
Washington
$578K +$60.2K +530 +12%
RW
441
Rand Wealth
Maryland
$571K +$571K +5,025 New
KFA
442
Kelleher Financial Advisors
New York
$568K – – –
PPA
443
Parametric Portfolio Associates
Washington
$567K – – –
WAM
444
Watermark Asset Management
California
$560K -$181K -1,595 -24%
CA
445
Cornerstone Advisory
Maryland
$558K -$77.3K -680 -12%
RIA
446
Regal Investment Advisors
Michigan
$557K -$337K -2,961 -38%
MCM
447
Millie Capital Management
California
$553K +$21.7K +191 +4%
BWAM
448
Boyd Watterson Asset Management
Ohio
$549K -$16.5K -145 -3%
HW
449
Hancock Whitney
Mississippi
$547K – – –
AA
450
Ancora Advisors
Ohio
$547K +$140K +1,230 +34%
16 17
18
19 20