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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
$218M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$305M
3
3AM
3EDGE Asset Management
Florida
$78.4M
4
SG Americas Securities
SG Americas Securities
New York
$33.6M
5
BOS
Bingham Osborn & Scarborough
California
$20.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$804M
2
Bank of America
Bank of America
North Carolina
$1.97B
3
Goldman Sachs
Goldman Sachs
New York
$44.5M
4
CWM
Cornerstone Wealth Management
Missouri
$1.04M
5
Ameriprise
Ameriprise
Minnesota
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
426
Plancorp LLC
Missouri
$675K – – –
GFPC
427
Global Financial Private Capital
Florida
$672K -$143K -1,301 -17%
AFS
428
Access Financial Services
Minnesota
$665K – – –
DPI
429
Diversified Portfolios Inc
Michigan
$664K +$11.5K +105 +2%
KWMG
430
King Wealth Management Group
Florida
$658K -$31.6K -289 -5%
Fisher Asset Management
431
Fisher Asset Management
Washington
$652K -$165K -1,506 -20%
PT
432
Plimoth Trust
Massachusetts
$650K -$57.5K -525 -8%
BPA
433
Beacon Pointe Advisors
California
$650K +$650K +5,931 New
AT
434
Arden Trust
Delaware
$646K +$282K +2,576 +78%
GIP
435
Granite Investment Partners
California
$643K – – –
HB
436
Homrich & Berg
Georgia
$640K +$657 +6 +0.1%
CCM
437
Coldstream Capital Management
Washington
$640K +$32.9K +300 +5%
DDPIC
438
Deroy & Devereaux Private Investment Counsel
Michigan
$624K – – –
FA
439
FMA Advisory
Pennsylvania
$620K +$90K +822 +17%
PCM
440
Peak Capital Management
Colorado
$619K -$32.8K -300 -5%
YWP
441
YorkBridge Wealth Partners
New York
$617K -$334K -3,049 -35%
BPB
442
Badgley, Phelps & Bell
Washington
$616K -$1.53K -14 -0.2%
SBSB
443
Sullivan, Bruyette, Speros & Blaney
Virginia
$614K +$614K +5,604 New
MC
444
Mathes Company
New York
$605K -$192K -1,750 -24%
GG
445
Gofen & Glossberg
Illinois
$604K – – –
DWM
446
Darwin Wealth Management
Florida
$603K -$22.4K -204 -4%
GCA
447
Guardian Capital Advisors
Ontario, Canada
$602K -$44.6K -405 -7%
WSC
448
Wellington Shields & Co
New York
$602K +$164K +1,500 +38%
1WA
449
180 Wealth Advisors
Washington
$600K – – –
AWM
450
AllSquare Wealth Management
New York
$597K – – –
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