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iShares TIPS Bond ETF
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Overview Fund Activity

794 hedge funds and large institutions have $15.6B invested in iShares TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 242 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
18.22%
Holding in Top 10
56
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-21.13%
% of All Funds
1.29%
New
90
Increased
342
Reduced
242
Closed
72
Calls
$6.24M
Puts
$4.62M
Net Calls
+$1.62M
Net Calls Change
-$2.68M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$405M
2
Goldman Sachs
Goldman Sachs
New York
+$111M
3
Bank of America
Bank of America
North Carolina
+$108M
4
BlackRock
BlackRock
New York
+$92M
5
Morgan Stanley
Morgan Stanley
New York
+$80.3M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$253M
2
Citigroup
Citigroup
New York
-$164M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$92.8M
4
BA
Bridgewater Associates
Connecticut
-$92.7M
5
MIH
Madison Investment Holdings
Wisconsin
-$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
501
Somerset Group
Minnesota
$524K +$113K +1,000 +27%
AA
502
Ancora Advisors
Ohio
$519K -$26.6K -235 -5%
IHL
503
Investment House LLC
California
$519K -$24.3K -215 -4%
CA
504
Clearstead Advisors
Ohio
$518K +$274K +2,428 +113%
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$517K -$153K -1,350 -23%
BFA
506
Beaumont Financial Advisors
Massachusetts
$512K +$247K +2,187 +93%
TTWM
507
TCV Trust & Wealth Management
Virginia
$509K – – –
DWM
508
Darwin Wealth Management
Florida
$508K -$3.57M -31,519 -88%
WB
509
WesBanco Bank
West Virginia
$499K +$499K +4,411 New
WAOTB
510
Wealth Advisors of Tampa Bay
Florida
$494K – – –
CAMG
511
CWA Asset Management Group
Florida
$494K +$494K +4,367 New
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$491K +$299K +2,642 +156%
Betterment LLC
513
Betterment LLC
New York
$489K +$225K +1,996 +85%
AFS
514
Access Financial Services
Minnesota
$486K -$4.81M -42,555 -91%
JDR
515
Jay D. Rosenbaum
$474K – – –
BA
516
Bard Associates
Illinois
$468K – – –
DWM
517
Dynasty Wealth Management
Florida
$468K +$18.7K +165 +4%
SCM
518
Stordahl Capital Management
Colorado
$465K -$28.2K -249 -6%
LAIC
519
Lederer & Associates Investment Counsel
California
$465K – – –
LSAG
520
Lake Street Advisors Group
New Hampshire
$462K -$173K -1,530 -27%
HIM
521
Harbour Investment Management
Washington
$461K – – –
EWA
522
Exencial Wealth Advisors
Oklahoma
$460K +$57.7K +511 +14%
ZB
523
Zions Bancorporation
Utah
$456K -$319K -2,822 -41%
Bessemer Group
524
Bessemer Group
New Jersey
$452K -$22.6K -200 -5%
LFS
525
Legacy Financial Strategies
Kansas
$451K -$28.9K -256 -6%
19 20
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