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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 %
BWAM
501
Boyd Watterson Asset Management
Ohio
$527K -$24.6K -216 -4%
TTWM
502
TCV Trust & Wealth Management
Virginia
$514K +$6.85K +60 +1%
SCM
503
Stordahl Capital Management
Colorado
$497K +$497K +4,358 New
WAOTB
504
Wealth Advisors of Tampa Bay
Florida
$496K +$496K +4,372 New
KA
505
Kovack Advisors
Florida
$495K +$115K +1,010 +30%
UBV
506
United Bank (Virginia)
Virginia
$490K +$490K +4,295 New
LFS
507
Legacy Financial Strategies
Kansas
$485K +$485K +4,248 New
JDR
508
Jay D. Rosenbaum
$480K – – –
Bessemer Group
509
Bessemer Group
New Jersey
$479K -$142K -1,249 -23%
CIC
510
Carnegie Investment Counsel
Ohio
$476K +$193K +1,726 +68%
BA
511
Bard Associates
Illinois
$472K – – –
CRC
512
Curi RMB Capital
Illinois
$472K +$238K +2,082 +101%
LAIC
513
Lederer & Associates Investment Counsel
California
$469K – – –
PCM
514
Peak Capital Management
Colorado
$467K – – –
RAM
515
Riggs Asset Management
Pennsylvania
$465K -$2.85K -25 -0.6%
HIM
516
Harbour Investment Management
Washington
$465K – – –
AC
517
Avestar Capital
New York
$462K +$462K +4,117 New
ACP
518
Aviance Capital Partners
Florida
$459K +$459K +4,026 New
DY
519
Dowling & Yahnke
California
$457K +$457K +4,008 New
LFG
520
LifePlan Financial Group
Ohio
$455K – – –
DWM
521
Dynasty Wealth Management
Florida
$454K +$454K +3,975 New
Mirae Asset Global Investments
522
Mirae Asset Global Investments
South Korea
$437K -$446K -3,910 -51%
BCM
523
Boltwood Capital Management
California
$436K -$4.56K -40 -1%
CRWM
524
Castle Rock Wealth Management
California
$436K +$436K +3,822 New
EFSCE
525
Enterprise Financial Services Corp (EFSC)
Missouri
$432K -$5.13K -45 -1%
19 20
21
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