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iShares TIPS Bond ETF
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Overview Fund Activity

801 hedge funds and large institutions have $13.5B invested in iShares TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 384 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
17.88%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.29%
New
114
Increased
185
Reduced
384
Closed
95
Calls
$7M
Puts
$3.41M
Net Calls
+$3.59M
Net Calls Change
+$1.51M

Top Buyers

1
ACI
AMP Capital Investors
Australia
$218M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$305M
3
3AM
3EDGE Asset Management
Florida
$78.4M
4
SG Americas Securities
SG Americas Securities
New York
$33.6M
5
BOS
Bingham Osborn & Scarborough
California
$20.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$804M
2
Bank of America
Bank of America
North Carolina
$1.97B
3
Goldman Sachs
Goldman Sachs
New York
$44.5M
4
CWM
Cornerstone Wealth Management
Missouri
$1.04M
5
Ameriprise
Ameriprise
Minnesota
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
501
Stratos Wealth Advisors
Ohio
$428K +$428K +3,911 New
PW
502
Peninsula Wealth
California
$427K +$72.1K +661 +20%
WSFS
503
Wilmington Savings Fund Society
Delaware
$426K -$16K -146 -4%
AGA
504
Arkos Global Advisors
Texas
$420K +$420K +3,834 New
RCG
505
Ruggie Capital Group
Florida
$413K +$8.76K +80 +2%
SPIA
506
Strategic Point Investment Advisors
Rhode Island
$412K – – –
CL
507
Cabana LLC
Arkansas
$407K -$17.6M -160,890 -98%
CIC
508
Carnegie Investment Counsel
Ohio
$406K +$142K +1,295 +54%
BDF
509
Black Diamond Financial
Maryland
$406K +$406K +3,710 New
GIM
510
Greenwich Investment Management
Connecticut
$402K -$101K -925 -20%
BWAM
511
Boyd Watterson Asset Management
Ohio
$401K -$273K -2,491 -40%
AA
512
Ancora Advisors
Ohio
$398K -$170K -1,558 -30%
JCM
513
Jag Capital Management
Missouri
$398K -$12.9K -118 -3%
SCC
514
Spring Creek Capital
Kansas
$394K -$254K -2,322 -39%
ODIJL
515
One Day In July LLC
Vermont
$393K +$393K +3,587 New
QAM
516
Questar Asset Management
Minnesota
$391K +$391K +3,567 New
SF
517
Summit Financial
New Jersey
$389K +$389K +3,554 New
LFG
518
LifePlan Financial Group
Ohio
$382K – – –
FMW
519
Farr Miller & Washington
District of Columbia
$381K – – –
VCM
520
Vivaldi Capital Management
Illinois
$380K +$380K +3,471 New
TYCC
521
Texas Yale Capital Corp
Florida
$376K -$142K -1,300 -27%
LPIC
522
LeJeune Puetz Investment Counsel
Michigan
$374K -$65.7K -600 -15%
HTC
523
Haverford Trust Company
Pennsylvania
$373K -$16.8K -153 -4%
AIM
524
Acropolis Investment Management
Missouri
$366K -$176K -1,606 -32%
EWA
525
Exencial Wealth Advisors
Oklahoma
$366K -$99.7K -909 -21%
19 20
21
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