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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 %
LA
451
LVW Advisors
New York
$595K -$99.3K -907 -14%
NL
452
NVWM LLC
Pennsylvania
$583K +$4.16K +38 +0.7%
GI
453
GS Investments
Minnesota
$583K -$22.5K -205 -4%
GCA
454
Gradient Capital Advisors
California
$582K -$50.2K -458 -8%
SCM
455
Stellar Capital Management
Arizona
$578K +$578K +5,272 New
FWM
456
Focused Wealth Management
New York
$570K -$321K -2,930 -36%
MWPCG
457
Measured Wealth Private Client Group
New Hampshire
$567K -$8.21K -75 -1%
AWA
458
AmeriServ Wealth Advisors
Pennsylvania
$564K +$564K +5,150 New
HSA
459
HBK Sorce Advisory
Pennsylvania
$563K -$572K -5,218 -50%
MAFM
460
Mid Atlantic Financial Management
Pennsylvania
$553K +$553K +5,050 New
WPSG
461
Wealth & Pension Services Group
Georgia
$548K -$81.5K -744 -13%
KFA
462
Kelleher Financial Advisors
New York
$547K – – –
OC
463
Oarsman Capital
Wisconsin
$545K -$19.7K -180 -3%
KWM
464
Kingsview Wealth Management
Oregon
$544K +$201K +1,830 +58%
DY
465
Dowling & Yahnke
California
$542K +$109 +1 +0%
JWS
466
Juncture Wealth Strategies
Arizona
$541K -$130K -1,189 -19%
BS
467
Boenning & Scattergood
Pennsylvania
$540K – – –
LC
468
LCNB Corp
Ohio
$536K +$12.5K +114 +2%
SFS
469
Sowell Financial Services
Arkansas
$530K +$530K +4,839 New
AAS
470
Avantax Advisory Services
Texas
$529K +$529K +4,817 New
WTC
471
WhitTier Trust Company
Nevada
$526K -$82.2K -750 -14%
PCG
472
Private Capital Group
Connecticut
$523K +$219 +2 +0%
BDS
473
Banco de Sabadell
Florida
$521K – – –
CIBC World Market
474
CIBC World Market
Ontario, Canada
$520K -$318K -2,901 -38%
IP
475
Investment Partners
Ohio
$520K +$520K +4,750 New
17 18
19
20 21