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iShares TIPS Bond ETF
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Overview Fund Activity

918 hedge funds and large institutions have $13.4B invested in iShares TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 358 increasing their positions, 295 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+25
Holders Change %
+2.8%
% of All Funds
18.87%
Holding in Top 10
70
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.75%
% of All Funds
1.44%
New
112
Increased
358
Reduced
295
Closed
77
Calls
$40.4M
Puts
$31.8M
Net Calls
+$8.63M
Net Calls Change
+$12.5M

Top Buyers

1
COPPSERS
1
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$411M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$214M
3
UBS Group
3
UBS Group
Switzerland
$453M
4
Charles Schwab
4
Charles Schwab
California
$448M
5
BlackRock
5
BlackRock
New York
$2.17B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$973M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$97.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$699M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$35.5M
5
ACI
5
AMP Capital Investors
Australia
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
476
Phoenix Financial
Israel
$821K +$821K +7,025 New
SS
477
Sunbelt Securities
Texas
$818K -$3.7M -30,047 -82%
BHWM
478
Bar Harbor Wealth Management
New Hampshire
$814K -$81.3K -661 -9%
WOSD
479
WFA of San Diego
California
$813K +$813K +6,607 New
AIS
480
American Investment Services
Massachusetts
$806K -$114K -927 -12%
EVM
481
Eaton Vance Management
Massachusetts
$805K – – –
SFS
482
Sowell Financial Services
Arkansas
$803K +$646K +5,257 +413%
FNBT
483
FineMark National Bank & Trust
Florida
$795K -$4.55K -37 -0.6%
Fisher Asset Management
484
Fisher Asset Management
Washington
$794K +$7.13K +58 +0.9%
BBVA
485
Banco Bilbao Vizcaya Argentaria
Spain
$792K -$171K -1,393 -18%
LWANC
486
Laurel Wealth Advisors (North Carolina)
North Carolina
$789K +$29.5K +240 +4%
9WM
487
9258 Wealth Management
Ohio
$788K – – –
SFFS
488
Stonehage Fleming Financial Services
Jersey
$788K – – –
PAS
489
Park Avenue Securities
New York
$777K +$777K +6,314 New
BIA
490
Biondo Investment Advisors
Pennsylvania
$773K +$14.4K +117 +2%
FA
491
FMA Advisory
Pennsylvania
$771K -$24.2K -197 -3%
CAM
492
Cubic Asset Management
Massachusetts
$770K +$62.3K +506 +9%
GLA
493
Good Life Advisors
Pennsylvania
$769K -$152K -1,242 -17%
TNB
494
TCF National Bank
South Dakota
$769K +$217K +1,877 +39%
CCM
495
Colorado Capital Management
Colorado
$764K -$23.4K -190 -3%
XF
496
XML Financial
Maryland
$755K -$176K -1,429 -19%
WF
497
Welch & Forbes
Massachusetts
$753K -$55.3K -450 -7%
FM
498
Foster & Motley
Ohio
$746K -$40.1K -326 -5%
EAM
499
Evanson Asset Management
California
$746K +$110K +894 +17%
VCP
500
Vista Capital Partners
Oregon
$746K +$319K +2,595 +75%
18 19
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