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iShares TIPS Bond ETF
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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 %
BHWM
426
Bar Harbor Wealth Management
New Hampshire
$859K -$33.3K -282 -4%
BO
427
BRR OpCo
Ohio
$855K +$29.2K +248 +4%
ACS
428
Archford Capital Strategies
Illinois
$855K +$855K +7,250 New
KC
429
Kingfisher Capital
North Carolina
$847K +$23.2K +197 +3%
AP
430
Advisors Preferred
Maryland
$842K +$842K +7,143 New
HCM
431
Hollencrest Capital Management
California
$841K -$82.6K -700 -9%
FHA
432
Flagship Harbor Advisors
Massachusetts
$836K -$197K -1,669 -19%
JWCA
433
J.W. Coons Advisors
Ohio
$835K +$835K +7,077 New
Cetera Investment Advisers
434
Cetera Investment Advisers
Illinois
$834K -$116K -984 -12%
FA
435
FDx Advisors
Illinois
$832K -$3.52M -29,817 -81%
PA
436
PFG Advisors
Arizona
$825K +$2.53K +21 +0.3%
V
437
Veritable
Delaware
$822K -$1.89K -16 -0.2%
Invesco
438
Invesco
Georgia
$821K -$138K -1,168 -14%
AWS
439
AJ Wealth Strategies
New York
$821K +$594K +5,035 +261%
RW
440
RVW Wealth
California
$816K -$8.14K -69 -1%
MIAS
441
Mason Investment Advisory Services
Virginia
$810K -$215K -1,823 -21%
IFA
442
Interactive Financial Advisors
Illinois
$805K +$4.13K +35 +0.5%
CCT
443
Country Club Trust
Missouri
$797K -$323K -2,728 -29%
SCM
444
Smith Capital Management
Arkansas
$796K – – –
BOM
445
Bank of Marin
California
$790K +$132K +1,120 +20%
WPC
446
White Pine Capital
Minnesota
$789K -$11.8K -100 -1%
SMC
447
Smith, Moore & Co
Missouri
$785K -$92.8K -787 -11%
9WM
448
9258 Wealth Management
Ohio
$781K +$15K +123 +2%
WF
449
Welch & Forbes
Massachusetts
$776K -$10.9K -92 -1%
NS
450
NewDay Solutions
New Hampshire
$774K -$4.83M -39,931 -86%
16 17
18
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