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iShares TIPS Bond ETF
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Overview Fund Activity

464 hedge funds and large institutions have $6.31B invested in iShares TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+10
Holders Change %
+2.2%
% of All Funds
13.41%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
1.04%
New
48
Increased
127
Reduced
210
Closed
36
Calls
$6.24M
Puts
$3.41M
Net Calls
+$2.84M
Net Calls Change
+$7.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$437M
2
CS
2
Credit Suisse
Switzerland
$135M
3
QI
3
QS Investors
New York
$65.1M
4
TCT
4
TIAA CREF Trust
Missouri
$706M
5
State Street
5
State Street
Massachusetts
$182M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$244M
2
Goldman Sachs
2
Goldman Sachs
New York
$18M
3
HNB
3
Huntington National Bank
Ohio
$26.4M
4
BCM
4
Bluefin Capital Management
New York
$0
5
JIR
5
James Investment Research
Ohio
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
476
First Allied Asset Management
California
– -$472K -4,273 Closed
CIBC World Market
477
CIBC World Market
Ontario, Canada
– -$456K -4,150 Closed
CFA
478
Cahill Financial Advisors
Minnesota
– -$434K -3,943 Closed
AP
479
Advisors Preferred
Maryland
– -$413K -3,759 Closed
SI
480
Stephens Inc
Arkansas
– -$402K -3,661 Closed
VA
481
Valmark Advisers
Ohio
– -$352K -3,207 Closed
FIM
482
Fernwood Investment Management
Massachusetts
– -$337K -3,063 Closed
FFIC
483
First Fiduciary Investment Counsel
Ohio
– -$332K -3,020 Closed
DWA
484
Douglass Winthrop Advisors
New York
– -$315K -2,867 Closed
ACI
485
Alpha Cubed Investments
California
– -$312K -2,840 Closed
SFG
486
SNS Financial Group
Minnesota
– -$294K -2,678 Closed
SKK
487
Shepherd Kaplan Krochuk
Massachusetts
– -$256K -2,332 Closed
SGAM
488
Steinberg Global Asset Management
Florida
– -$235K -2,136 Closed
PAA
489
Peregrine Asset Advisers
Oregon
– -$232K -2,107 Closed
CAM
490
Cypress Asset Management
Texas
– -$231K -2,100 Closed
MWR
491
McAdams Wright Ragen
Washington
– -$227K -2,072 Closed
BAAM
492
Baker Avenue Asset Management
California
– -$225K -2,050 Closed
UBWV
493
United Bank (West Virginia)
West Virginia
– -$212K -1,930 Closed
AUIM
494
Aegon USA Investment Management
Iowa
– -$207K -1,879 Closed
WCM
495
Windsor Capital Management
Arizona
– -$144K -1,307 Closed
JA
496
JOYN Advisors
Georgia
– -$99K -900 Closed
LWA
497
Lenox Wealth Advisors
New York
– -$98K -895 Closed
TF
498
Tompkins Financial
New York
– -$71K -650 Closed
MAM
499
Meeder Asset Management
Ohio
– -$36K -325 Closed
JIC
500
Joel Isaacson & Co
New York
– -$22K -200 Closed
17 18 19
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