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iShares TIPS Bond ETF
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Overview Fund Activity

925 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+121
Holders Change %
+15.05%
% of All Funds
18.27%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.13%
New
188
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
MMI
2
Matson Money Inc
Ohio
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$778M
4
PWAG
4
Polaris Wealth Advisory Group
California
$44.7M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$813M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.4M
3
M&T Bank
3
M&T Bank
New York
$0
4
Citigroup
4
Citigroup
New York
$58.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
476
Fisher Asset Management
Washington
$758K +$31.5K +270 +4%
KFA
477
Kelleher Financial Advisors
New York
$757K +$175K +1,500 +30%
AWM
478
Altium Wealth Management
New York
$757K +$757K +6,498 New
FT
479
Fiduciary Trust
Massachusetts
$756K – – –
SFFS
480
Stonehage Fleming Financial Services
Jersey
$747K – – –
SC
481
Slow Capital
California
$745K -$255K -2,185 -25%
MC
482
Mathes Company
New York
$743K – – –
FA
483
FMA Advisory
Pennsylvania
$740K -$14.7K -126 -2%
PWM
484
PRW Wealth Management
Massachusetts
$740K – – –
TPWA
485
TRUE Private Wealth Advisors
Oregon
$733K -$9.44K -81 -1%
9WM
486
9258 Wealth Management
Ohio
$732K +$264K +2,269 +57%
RIA
487
Regal Investment Advisors
Michigan
$718K +$207K +1,774 +40%
HSA
488
HBK Sorce Advisory
Pennsylvania
$715K -$378K -3,245 -35%
MYIA
489
Mount Yale Investment Advisors
Colorado
$712K -$52.5K -441 -7%
LWANC
490
Laurel Wealth Advisors (North Carolina)
North Carolina
$712K -$8.16K -70 -1%
TC
491
TAP Consulting
Missouri
$712K +$31K +266 +5%
GG
492
Gofen & Glossberg
Illinois
$711K +$63.6K +546 +10%
RIA
493
Realta Investment Advisors
Delaware
$709K -$150K -1,294 -17%
SMFS
494
Squar Milner Financial Services
California
$709K +$709K +6,084 New
AIM
495
Anchor Investment Management
South Carolina
$709K – – –
CAM
496
Cubic Asset Management
Massachusetts
$694K -$19.2K -165 -3%
CCA
497
Cobblestone Capital Advisors
New York
$688K -$414K -3,545 -38%
ECM
498
Evergreen Capital Management
Washington
$687K +$1.86K +16 +0.3%
HC
499
Hamilton Capital
Ohio
$685K +$685K +5,876 New
MAWCM
500
Mine & Arao Wealth Creation & Management
California
$679K +$679K +5,828 New
18 19
20
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