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iShares TIPS Bond ETF

959 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 394 increasing their positions, 259 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $980M | Put options by funds: $212M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

52% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 259

11% more funds holding in top 10

Funds holding in top 10: 7078 (+8)

11% more capital invested

Capital invested by funds: $13.4B → $14.9B (+$1.5B)

4% more funds holding

Funds holding: 921959 (+38)

2.72% less ownership

Funds ownership: 64.59%61.87% (-2.7%)

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
19.35%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.57%
New
112
Increased
394
Reduced
259
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$74.5M +$11.6M +92,373 +19%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$68.7M +$24.8M +197,810 +57%
SLI
28
Sumitomo Life Insurance
Japan
$65.5M +$65.1M +517,928 New
PWPCM
29
Perella Weinberg Partners Capital Management
New York
$63.5M -$2.55M -20,309 -4%
AssetMark Inc
30
AssetMark Inc
California
$58.1M +$32.6M +259,372 +130%
SL
31
Summitry LLC
California
$58M +$1.16M +9,202 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$57.2M +$24.6M +196,055 +77%
EW
33
Evoke Wealth
California
$55.3M +$2.87M +22,838 +6%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$54.5M +$5.5M +43,795 +11%
Stifel Financial
35
Stifel Financial
Missouri
$54.4M +$6.71M +53,415 +14%
RWM
36
Ritholtz Wealth Management
New York
$52.6M +$1.6M +12,708 +3%
QI
37
QS Investors
New York
$51.7M +$4.09M +32,568 +9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$51.3M +$9.19M +73,171 +22%
WI
39
WealthNavi Inc
Japan
$50.3M +$7.16M +57,015 +17%
G
40
GenTrust
Florida
$49.2M -$4.72M -37,538 -9%
M&T Bank
41
M&T Bank
New York
$46.5M -$2.94M -23,392 -6%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$45.3M +$38.9M +309,842 +645%
CIAS
43
CBIZ Investment Advisory Services
Ohio
$40.8M
RJA
44
Raymond James & Associates
Florida
$39.1M -$2.07M -16,496 -5%
BMM
45
Berkshire Money Management
Massachusetts
$38.9M +$520K +4,143 +1%
Citigroup
46
Citigroup
New York
$36.9M +$25.9M +206,472 +242%
JCM
47
Janney Capital Management
Pennsylvania
$36.3M +$25.4M +202,473 +240%
Truist Financial
48
Truist Financial
North Carolina
$35.7M -$9.43M -75,052 -21%
B
49
Barings
North Carolina
$35.6M +$20.1M +160,172 +132%
Bank Julius Baer & Co
50
Bank Julius Baer & Co
Switzerland
$34.9M