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iShares TIPS Bond ETF
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Overview Fund Activity

790 hedge funds and large institutions have $15.1B invested in iShares TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 334 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.11%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
1.17%
New
53
Increased
334
Reduced
262
Closed
51
Calls
$7.37M
Puts
$14.3M
Net Calls
-$6.89M
Net Calls Change
-$8.5M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$536M
2
LPL Financial
2
LPL Financial
California
$316M
3
Goldman Sachs
3
Goldman Sachs
New York
$373M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$124M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$835M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
ACI
2
AMP Capital Investors
Australia
$102M
3
3AM
3
3EDGE Asset Management
Florida
$0
4
FEG
4
Fund Evaluation Group
Ohio
$3.38M
5
TF
5
TIAA FSB
Florida
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
501
Peapack-Gladstone Financial Corp
New Jersey
$516K – – –
PFS
502
Prospera Financial Services
Texas
$514K -$53.6K -475 -9%
Betterment LLC
503
Betterment LLC
New York
$509K +$19K +168 +4%
DWM
504
Darwin Wealth Management
Florida
$507K +$27K +252 +6%
ED
505
Exane Derivatives
France
$502K -$46.3K -410 -8%
SFPM
506
Sensible Financial Planning & Management
Massachusetts
$498K -$91.1K -807 -15%
FA
507
FMA Advisory
Pennsylvania
$495K +$190K +1,681 +62%
TTWM
508
TCV Trust & Wealth Management
Virginia
$494K -$14.1K -125 -3%
WAOTB
509
Wealth Advisors of Tampa Bay
Florida
$490K – – –
AFS
510
Access Financial Services
Minnesota
$485K – – –
PCIG
511
Partners Capital Investment Group
Massachusetts
$478K -$811K -7,184 -63%
EWA
512
Exencial Wealth Advisors
Oklahoma
$477K +$17.6K +156 +4%
JDR
513
Jay D. Rosenbaum
$474K – – –
SCM
514
Stordahl Capital Management
Colorado
$469K +$5.42K +48 +1%
ACM
515
AlphaStar Capital Management
North Carolina
$468K +$76.1K +674 +19%
LAIC
516
Lederer & Associates Investment Counsel
California
$464K – – –
GFPC
517
Global Financial Private Capital
Florida
$463K +$463K +4,100 New
LFS
518
Legacy Financial Strategies
Kansas
$460K +$9.48K +84 +2%
FIM
519
Fernwood Investment Management
Massachusetts
$460K +$460K +4,073 New
SEI Investments
520
SEI Investments
Pennsylvania
$455K +$198K +1,751 +77%
BA
521
Bard Associates
Illinois
$445K -$22.6K -200 -5%
DWM
522
Dynasty Wealth Management
Florida
$444K -$23.4K -207 -5%
LPIC
523
LeJeune Puetz Investment Counsel
Michigan
$441K -$248K -2,198 -36%
HIM
524
Harbour Investment Management
Washington
$438K -$22.6K -200 -5%
RIA
525
Regal Investment Advisors
Michigan
$433K -$558K -4,951 -56%
19 20
21
22 23