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iShares TIPS Bond ETF
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Overview Fund Activity

464 hedge funds and large institutions have $6.31B invested in iShares TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+10
Holders Change %
+2.2%
% of All Funds
13.41%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
1.04%
New
48
Increased
127
Reduced
210
Closed
36
Calls
$6.24M
Puts
$3.41M
Net Calls
+$2.84M
Net Calls Change
+$7.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$437M
2
CS
2
Credit Suisse
Switzerland
$135M
3
QI
3
QS Investors
New York
$65.1M
4
TCT
4
TIAA CREF Trust
Missouri
$706M
5
State Street
5
State Street
Massachusetts
$182M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$244M
2
Goldman Sachs
2
Goldman Sachs
New York
$18M
3
HNB
3
Huntington National Bank
Ohio
$26.4M
4
BCM
4
Bluefin Capital Management
New York
$0
5
JIR
5
James Investment Research
Ohio
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAMC
451
Western Asset Management Company
California
$16K – – –
DAM
452
Delta Asset Management
Tennessee
$15K – – –
PFA
453
Paradigm Financial Advisors
Missouri
$15K +$15K +131 New
Canada Life
454
Canada Life
Manitoba, Canada
$11K – – –
PWAG
455
Polaris Wealth Advisory Group
California
$11K +$11K +100 New
AIA
456
Alerus Investment Advisors
Minnesota
$10K -$1.78M -15,335 -99%
EWM
457
Elite Wealth Management
Washington
$9K +$9K +77 New
FMP
458
Financial Management Professionals
Texas
$8K – – –
AF
459
Arrow Financial
New York
$6K – – –
CMO
460
Covenant Multifamily Offices
Texas
$6K – – –
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
BAM
462
Brave Asset Management
New Jersey
$6K – – –
PMFA
463
Plante Moran Financial Advisors
Michigan
$5K +$5K +47 New
HF
464
Hoxton Financial
West Virginia
$3K – – –
LNB
465
Ledyard National Bank
$3K – – –
PFO
466
Pathstone Family Office
New Jersey
$1K – – –
CFA
467
Carroll Financial Associates
North Carolina
$1K +$1K +10 New
SCP
468
Syntal Capital Partners
Texas
$490 +$490 +4,373 New
BCM
469
Bluefin Capital Management
New York
– -$26.5M -240,943 Closed
MWM
470
Merriman Wealth Management
Washington
– -$4.96M -45,110 Closed
CTA
471
Chesley Taft & Associates
Illinois
– -$2.77M -25,188 Closed
HR
472
Howe & Rusling
New York
– -$1.5M -13,677 Closed
SCM
473
Summit Capital Management
Washington
– -$1.36M -12,336 Closed
DWT
474
Dorsey & Whitney Trust
South Dakota
– -$828K -7,538 Closed
DS
475
DRW Securities
Illinois
– -$527K -4,799 Closed
17 18
19
20 21