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iShares TIPS Bond ETF
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Overview Fund Activity

785 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 241 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+99
Holders Change %
+14.43%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.61%
New
146
Increased
292
Reduced
241
Closed
40
Calls
$8.04M
Puts
$3.74M
Net Calls
+$4.3M
Net Calls Change
+$2.08M

Top Buyers

1
Citigroup
1
Citigroup
New York
$238M
2
ACI
2
AMP Capital Investors
Australia
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$727M
4
TF
4
TIAA FSB
Florida
$1.75B
5
Bank of America
5
Bank of America
North Carolina
$2.24B

Top Sellers

1
QI
1
QS Investors
New York
$36.3M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.07M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$302M
4
WIM
4
Windhaven Investment Management
Massachusetts
$476M
5
PFA
5
Pure Financial Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
476
Mosaic Family Wealth
Missouri
$628K -$373K -3,270 -37%
AWM
477
AllSquare Wealth Management
New York
$622K – – –
LA
478
LVW Advisors
New York
$615K – – –
HB
479
Homrich & Berg
Georgia
$613K -$3.31K -29 -0.5%
SWA
480
Sutton Wealth Advisors
Florida
$612K -$49.9K -437 -8%
FC
481
Financial Consulate
Maryland
$609K -$29.2K -256 -5%
PCIG
482
Partners Capital Investment Group
Massachusetts
$598K +$79.1K +693 +15%
NSIM
483
North Star Investment Management
Illinois
$593K +$457 +4 +0.1%
AAC
484
Acorn Advisory Capital
New York
$593K +$593K +5,200 New
SFPM
485
Sensible Financial Planning & Management
Massachusetts
$586K -$26.3K -230 -4%
Susquehanna International Group
486
Susquehanna International Group
Pennsylvania
$586K +$89.3K +783 +18%
DPI
487
Diversified Portfolios Inc
Michigan
$583K +$104K +913 +22%
Allianz Asset Management
488
Allianz Asset Management
Germany
$581K +$581K +5,089 New
HSBC Holdings
489
HSBC Holdings
United Kingdom
$574K -$6.15M -53,900 -91%
KFA
490
Kelleher Financial Advisors
New York
$570K -$570 -5 -0.1%
PPA
491
Parametric Portfolio Associates
Washington
$569K – – –
WPC
492
White Pine Capital
Minnesota
$564K +$154K +1,345 +37%
MCM
493
Millie Capital Management
California
$557K +$2.05K +18 +0.4%
AA
494
Ancora Advisors
Ohio
$550K – – –
IHL
495
Investment House LLC
California
$548K – – –
SP
496
Successful Portfolios
Florida
$544K +$544K +4,770 New
BDS
497
Banco de Sabadell
Florida
$543K +$543K +4,763 New
WAM
498
Watermark Asset Management
California
$538K -$24.5K -215 -4%
1WA
499
180 Wealth Advisors
Washington
$531K +$531K +4,658 New
ACP
500
Aveo Capital Partners
Colorado
$530K +$249K +2,183 +88%
18 19
20
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