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 %
IHL
451
Investment House LLC
California
$546K – – –
GWM
452
Geneos Wealth Management
Colorado
$545K -$8.57M -75,513 -94%
PFS
453
Prospera Financial Services
Texas
$538K -$139K -1,220 -20%
ISL
454
Ingalls & Snyder LLC
New York
$525K – – –
PCIG
455
Partners Capital Investment Group
Massachusetts
$517K +$3.41K +30 +0.7%
AAM
456
Advisors Asset Management
Colorado
$514K -$8.18K -72 -2%
TTWM
457
TCV Trust & Wealth Management
Virginia
$505K -$36.9K -325 -7%
GIA
458
Granite Investment Advisors
New Hampshire
$501K -$139K -1,223 -22%
DWM
459
Darwin Wealth Management
Florida
$498K -$3.45M -30,369 -87%
Susquehanna International Group
460
Susquehanna International Group
Pennsylvania
$495K +$495K +4,357 New
PCM
461
Parsons Capital Management
Rhode Island
$483K – – –
JCM
462
Jag Capital Management
Missouri
$479K +$2.27K +20 +0.5%
JDR
463
Jay D. Rosenbaum
$478K – – –
DPI
464
Diversified Portfolios Inc
Michigan
$476K +$96.3K +849 +25%
BA
465
Bard Associates
Illinois
$470K -$125K -1,100 -21%
PCM
466
Peak Capital Management
Colorado
$467K -$248K -2,183 -35%
LAIC
467
Lederer & Associates Investment Counsel
California
$467K – – –
RAM
468
Riggs Asset Management
Pennsylvania
$465K – – –
HIM
469
Harbour Investment Management
Washington
$463K -$13.6K -120 -3%
LFG
470
LifePlan Financial Group
Ohio
$455K -$77.2K -679 -14%
SBWM
471
Sunflower Bank Wealth Management
Arizona
$452K – – –
V
472
Veritable
Delaware
$442K +$71.6K +630 +19%
BCM
473
Boltwood Capital Management
California
$438K – – –
EFSCE
474
Enterprise Financial Services Corp (EFSC)
Missouri
$435K -$9.08K -80 -2%
UBWV
475
United Bank (West Virginia)
West Virginia
$431K +$11.4K +100 +3%
17 18
19
20 21