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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 %
EVM
451
Eaton Vance Management
Massachusetts
$772K -$471K -3,994 -38%
RT
452
Rockland Trust
Massachusetts
$770K -$106K -895 -12%
BS
453
Boenning & Scattergood
Pennsylvania
$769K -$44.8K -380 -6%
TC
454
TAP Consulting
Missouri
$769K +$49.3K +418 +7%
FNBT
455
FineMark National Bank & Trust
Florida
$766K -$4.36K -37 -0.6%
PL
456
Plancorp LLC
Missouri
$764K -$142K -1,203 -16%
AWM
457
Aprio Wealth Management
Georgia
$764K -$10.3K -87 -1%
FA
458
FMA Advisory
Pennsylvania
$762K +$13.3K +113 +2%
SFFS
459
Stonehage Fleming Financial Services
Jersey
$756K – – –
SCM
460
Stonehearth Capital Management
Massachusetts
$756K +$486K +4,122 +180%
CCM
461
Colorado Capital Management
Colorado
$755K -$51.5K -437 -6%
Fisher Asset Management
462
Fisher Asset Management
Washington
$754K -$12.1K -103 -2%
FM
463
Foster & Motley
Ohio
$753K -$91.6K -777 -11%
SC
464
Slow Capital
California
$753K -$589 -5 -0.1%
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$728K +$7.43K +63 +1%
BIA
466
Biondo Investment Advisors
Pennsylvania
$727K +$47.7K +405 +7%
AIM
467
Anchor Investment Management
South Carolina
$711K -$5.9K -50 -0.8%
CFGS
468
Concourse Financial Group Securities
Alabama
$704K -$78.6K -667 -10%
HF
469
HRT Financial
New York
$698K +$188K +1,599 +37%
ECM
470
Evergreen Capital Management
Washington
$696K +$590 +5 +0.1%
SW
471
SlateStone Wealth
Florida
$696K +$696K +5,902 New
MC
472
Mathes Company
New York
$693K -$59K -500 -8%
PWM
473
Perigon Wealth Management
California
$686K -$341K -2,808 -33%
HC
474
Hamilton Capital
Ohio
$683K -$9.91K -84 -1%
CAM
475
Cubic Asset Management
Massachusetts
$678K -$23.6K -200 -3%
17 18
19
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