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iShares TIPS Bond ETF
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Overview Fund Activity

790 hedge funds and large institutions have $15.1B invested in iShares TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 334 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.11%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
1.17%
New
53
Increased
334
Reduced
262
Closed
51
Calls
$7.37M
Puts
$14.3M
Net Calls
-$6.89M
Net Calls Change
-$8.5M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$536M
2
LPL Financial
2
LPL Financial
California
$316M
3
Goldman Sachs
3
Goldman Sachs
New York
$373M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$124M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$835M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
ACI
2
AMP Capital Investors
Australia
$102M
3
3AM
3
3EDGE Asset Management
Florida
$0
4
FEG
4
Fund Evaluation Group
Ohio
$3.38M
5
TF
5
TIAA FSB
Florida
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
BJ
476
Brouwer & Janachowski
California
$590K -$57.9K -513 -9%
SCC
477
Spring Creek Capital
Kansas
$588K +$588K +5,209 New
Truist Financial
478
Truist Financial
North Carolina
$584K -$1.53M -13,516 -72%
MFW
479
Mosaic Family Wealth
Missouri
$574K -$46.3K -410 -7%
1WA
480
180 Wealth Advisors
Washington
$574K -$1.81K -16 -0.3%
SP
481
Successful Portfolios
Florida
$573K -$1.24K -11 -0.2%
GWM
482
Geneos Wealth Management
Colorado
$566K -$152K -1,343 -21%
KFA
483
Kelleher Financial Advisors
New York
$564K – – –
PFA
484
Paradigm Financial Advisors
Missouri
$558K +$301K +2,670 +117%
FIMG
485
Financial & Investment Management Group
Michigan
$549K -$5.64K -50 -1%
PCG
486
Private Capital Group
Connecticut
$547K – – –
B
487
Bellecapital
Switzerland
$541K – – –
DY
488
Dowling & Yahnke
California
$539K +$564 +5 +0.1%
BDS
489
Banco de Sabadell
Florida
$538K – – –
TYCC
490
Texas Yale Capital Corp
Florida
$534K – – –
AA
491
Ancora Advisors
Ohio
$534K +$16.9K +150 +3%
PHS
492
Pekin Hardy Strauss
Illinois
$533K -$119K -1,050 -18%
CNB
493
Camden National Bank
Maine
$532K +$532K +4,711 New
BBA
494
Braun-Bostich & Associates
Pennsylvania
$530K -$1.12M -9,918 -68%
GLA
495
Good Life Advisors
Pennsylvania
$529K +$150K +1,326 +39%
CA
496
Clearstead Advisors
Ohio
$528K +$10.5K +93 +2%
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$528K +$37.8K +335 +8%
IWP
498
Icon Wealth Partners
Texas
$525K -$237K -2,102 -31%
SG
499
Somerset Group
Minnesota
$524K – – –
CAMG
500
CWA Asset Management Group
Florida
$524K +$30.8K +273 +6%
18 19
20
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