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iShares TIPS Bond ETF
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Overview Fund Activity

686 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 264 increasing their positions, 248 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
17.13%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.87%
New
64
Increased
264
Reduced
248
Closed
49
Calls
$7.94M
Puts
$5.72M
Net Calls
+$2.22M
Net Calls Change
-$1.37M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.16B
2
TF
2
TIAA FSB
Florida
$1.66B
3
BA
3
Bridgewater Associates
Connecticut
$220M
4
BlackRock
4
BlackRock
New York
$1.18B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$639M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$402M
2
AssetMark Inc
2
AssetMark Inc
California
$12.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$6.69M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$52.4M
5
HNB
5
Huntington National Bank
Ohio
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
476
Strategic Point Investment Advisors
Rhode Island
$428K – – –
Simplex Trading
477
Simplex Trading
Illinois
$422K +$422K +3,724 New
FFBTD
478
First Financial Bank - Trust Division
Ohio
$421K +$33.8K +297 +9%
RCG
479
Ruggie Capital Group
Florida
$419K – – –
SG
480
Somerset Group
Minnesota
$418K – – –
AC
481
Abbrea Capital
California
$411K – – –
WPC
482
White Pine Capital
Minnesota
$408K +$408K +3,595 New
SNT
483
Security National Trust
West Virginia
$406K +$13.4K +118 +3%
KCM
484
Karp Capital Management
California
$405K +$405K +3,570 New
GG
485
Gofen & Glossberg
Illinois
$402K – – –
CBU
486
CIBC Bank USA
Illinois
$401K -$442K -3,889 -52%
TAM
487
Todd Asset Management
Kentucky
$397K +$397K +3,496 New
FMW
488
Farr Miller & Washington
District of Columbia
$395K – – –
CA
489
Clearstead Advisors
Ohio
$390K -$47.1K -415 -11%
DIA
490
Davidson Investment Advisors
Montana
$390K -$5.11K -45 -1%
AIP
491
Almanack Investment Partners
Pennsylvania
$389K -$2.19M -19,348 -85%
HTC
492
Haverford Trust Company
Pennsylvania
$387K +$65.3K +575 +20%
SBL
493
Sargent Bickham Lagudis
Colorado
$386K -$8.75K -77 -2%
SFI
494
SPC Financial Inc
Maryland
$382K -$11.4K -100 -3%
ED
495
Exane Derivatives
France
$381K -$9.77K -86 -3%
KA
496
Kovack Advisors
Florida
$378K -$465K -4,093 -55%
Lazard Asset Management
497
Lazard Asset Management
New York
$374K -$374K – –
SBH
498
Segall Bryant & Hamill
Illinois
$369K -$60.8K -536 -14%
FAM
499
Flaharty Asset Management
Florida
$365K +$365K +3,216 +107,200%
MWM
500
Modera Wealth Management
New Jersey
$364K +$82.4K +725 +29%
18 19
20
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