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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 %
PWM
451
Perigon Wealth Management
California
$917K +$222K +1,806 +32%
RFC
452
Regions Financial Corp
Alabama
$915K -$94.9K -771 -9%
RCAG
453
Rehmann Capital Advisory Group
Michigan
$910K -$93.9K -763 -9%
SMC
454
Smith, Moore & Co
Missouri
$905K +$86.6K +704 +11%
NB
455
Nicolet Bankshares
Wisconsin
$900K -$67.8K -551 -7%
LA
456
LVW Advisors
New York
$898K -$12.3M -99,794 -93%
CRWM
457
Castle Rock Wealth Management
California
$898K – – –
RIA
458
Realta Investment Advisors
Delaware
$894K -$56.9K -462 -6%
BO
459
BRR OpCo
Ohio
$892K +$123 +1 +0%
JWCA
460
J.W. Coons Advisors
Ohio
$889K +$18.5K +150 +2%
SW
461
SlateStone Wealth
Florida
$889K +$163K +1,325 +22%
SCM
462
Stonehearth Capital Management
Massachusetts
$879K +$79K +633 +10%
MPPLM
463
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$862K +$862K +7,010 New
V
464
Veritable
Delaware
$859K +$1.11K +9 +0.1%
RT
465
Rockland Trust
Massachusetts
$857K +$54.2K +441 +7%
MIM
466
Moseley Investment Management
Florida
$856K -$40.5K -329 -5%
RW
467
RVW Wealth
California
$851K – – –
IFA
468
Interactive Financial Advisors
Illinois
$847K +$7.26K +59 +0.9%
BOM
469
Bank of Marin
California
$843K +$18.9K +154 +2%
WPC
470
White Pine Capital
Minnesota
$842K +$19.1K +155 +2%
Invesco
471
Invesco
Georgia
$841K -$15.4K -125 -2%
HR
472
Hayden Royal
North Carolina
$837K +$228K +1,854 +37%
HB
473
Homrich & Berg
Georgia
$836K +$179K +1,458 +27%
SCM
474
Smith Capital Management
Arkansas
$824K -$6.15K -50 -0.7%
BS
475
Boenning & Scattergood
Pennsylvania
$822K +$19.8K +161 +2%
17 18
19
20 21