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iShares TIPS Bond ETF

893 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 435 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-32
Holders Change %
-3.46%
% of All Funds
19.73%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.35%
New
78
Increased
239
Reduced
435
Closed
99
Calls
$8.66M
Puts
$12.5M
Net Calls
-$3.86M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
476
Mine & Arao Wealth Creation & Management
California
$677K -$10.5K -89 -2%
RA
477
RFG Advisory
Alabama
$674K -$146K -1,235 -18%
HSA
478
HBK Sorce Advisory
Pennsylvania
$667K -$56.3K -477 -8%
FCA
479
FinTrust Capital Advisors
South Carolina
$664K -$2.04M -17,273 -75%
FT
480
Fiduciary Trust
Massachusetts
$662K -$103K -871 -13%
TC
481
TownSquare Capital
Utah
$660K -$1.46M -12,048 -69%
NA
482
Nottingham Advisors
New York
$659K +$2.36K +20 +0.4%
GWM
483
Geneos Wealth Management
Colorado
$653K -$2.48M -20,660 -79%
JCM
484
Jacobi Capital Management
Pennsylvania
$651K -$468K -3,908 -42%
AWM
485
AllSquare Wealth Management
New York
$646K
PT
486
Plimoth Trust
Massachusetts
$636K -$14.7K -125 -2%
GG
487
Gofen & Glossberg
Illinois
$635K -$84.7K -718 -12%
KWMG
488
King Wealth Management Group
Florida
$631K -$6.48K -55 -1%
BIM
489
Baldwin Investment Management
Pennsylvania
$631K
HB
490
Homrich & Berg
Georgia
$630K -$184K -1,556 -23%
FWM
491
Focused Wealth Management
New York
$630K +$563K +4,780 +843%
NF
492
Nikulski Financial
Iowa
$627K -$263K -2,230 -30%
SAM
493
S.A. Mason
Michigan
$627K +$54.7K +464 +10%
IA
494
IFG Advisors
Missouri
$614K +$9.19K +78 +2%
EAM
495
Evanson Asset Management
California
$610K +$17K +144 +3%
TCA
496
Transcend Capital Advisors
New Jersey
$608K -$3.3K -28 -0.5%
GIP
497
Granite Investment Partners
California
$608K +$69K +571 +13%
LC
498
LCNB Corp
Ohio
$598K +$25.9K +220 +5%
DI
499
Disciplined Investments
Oklahoma
$593K -$209K -1,769 -26%
DDPIC
500
Deroy & Devereaux Private Investment Counsel
Michigan
$590K