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iShares TIPS Bond ETF
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Overview Fund Activity

918 hedge funds and large institutions have $13.4B invested in iShares TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 358 increasing their positions, 295 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+25
Holders Change %
+2.8%
% of All Funds
18.87%
Holding in Top 10
70
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.75%
% of All Funds
1.44%
New
112
Increased
358
Reduced
295
Closed
77
Calls
$40.4M
Puts
$31.8M
Net Calls
+$8.63M
Net Calls Change
+$12.5M

Top Buyers

1
COPPSERS
1
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$411M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$214M
3
UBS Group
3
UBS Group
Switzerland
$453M
4
Charles Schwab
4
Charles Schwab
California
$448M
5
BlackRock
5
BlackRock
New York
$2.17B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$973M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$97.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$699M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$35.5M
5
ACI
5
AMP Capital Investors
Australia
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
426
Webster Bank
Connecticut
$1.01M -$64.8K -526 -6%
SC
427
Savant Capital
Illinois
$1M -$76.2K -619 -7%
VAS
428
Vestmark Advisory Solutions
Massachusetts
$996K +$703K +5,716 +240%
OIA
429
OneDigital Investment Advisors
Kansas
$994K -$36.9K -300 -4%
WCM
430
WealthBridge Capital Management
Ohio
$988K +$32.2K +262 +3%
EWA
431
Exencial Wealth Advisors
Oklahoma
$978K +$511K +4,156 +110%
RFA
432
Reilly Financial Advisors
California
$967K +$615 +5 +0.1%
VC
433
Vicus Capital
Pennsylvania
$962K -$788K -6,403 -45%
IA
434
IFG Advisory
Georgia
$955K -$88.3K -718 -8%
CFGS
435
Concourse Financial Group Securities
Alabama
$955K +$220K +1,791 +30%
AB
436
Atlas Brown
Kentucky
$949K -$16.1K -131 -2%
PL
437
Plancorp LLC
Missouri
$949K +$151K +1,231 +19%
HCM
438
Hollencrest Capital Management
California
$948K +$71.6K +582 +8%
VWA
439
VERITY Wealth Advisors
United States
$947K +$2.21K +18 +0.2%
AA
440
Argent Advisors
Louisiana
$947K +$947K +7,707 New
TPWA
441
TRUE Private Wealth Advisors
Oregon
$943K -$48.4K -394 -5%
CS
442
Comerica Securities
Michigan
$939K -$48.2K -392 -5%
ISWM
443
Independent Solutions Wealth Management
New York
$935K – – –
B
444
Bellecapital
Switzerland
$933K +$2.34K +19 +0.3%
Cetera Investment Advisers
445
Cetera Investment Advisers
Illinois
$932K +$62.2K +506 +7%
SI
446
Stephens Inc
Arkansas
$931K +$34.7K +282 +4%
SFG
447
Sunburst Financial Group
Alabama
$926K – – –
AA
448
Ancora Advisors
Ohio
$924K +$465K +3,786 +102%
DPI
449
Diversified Portfolios Inc
Michigan
$922K – – –
RIA
450
Regal Investment Advisors
Michigan
$918K +$918K +7,465 New
16 17
18
19 20