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iShares TIPS Bond ETF
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Overview Fund Activity

925 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+121
Holders Change %
+15.05%
% of All Funds
18.27%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.13%
New
188
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
MMI
2
Matson Money Inc
Ohio
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$778M
4
PWAG
4
Polaris Wealth Advisory Group
California
$44.7M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$813M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.4M
3
M&T Bank
3
M&T Bank
New York
$0
4
Citigroup
4
Citigroup
New York
$58.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
501
Ingalls & Snyder LLC
New York
$674K – – –
BIA
502
Biondo Investment Advisors
Pennsylvania
$672K +$21.3K +183 +3%
HR
503
Hayden Royal
North Carolina
$662K +$135K +1,133 +26%
BOM
504
Bank of Marin
California
$651K +$651K +5,579 New
NA
505
Nottingham Advisors
New York
$650K – – –
PT
506
Plimoth Trust
Massachusetts
$644K -$4.67K -40 -0.7%
AWM
507
AllSquare Wealth Management
New York
$639K – – –
BCWM
508
Bartlett & Co Wealth Management
Ohio
$634K -$27.4K -235 -4%
Wolverine Trading
509
Wolverine Trading
Illinois
$631K -$1.07M -9,202 -63%
KWMG
510
King Wealth Management Group
Florida
$631K -$57.4K -492 -8%
MCM
511
Mainstay Capital Management
Michigan
$627K +$224K +1,921 +56%
BIM
512
Baldwin Investment Management
Pennsylvania
$624K -$11.7K -100 -2%
Fiera Capital (Canada)
513
Fiera Capital (Canada)
Quebec, Canada
$618K -$34.7K -298 -5%
DY
514
Dowling & Yahnke
California
$613K +$12.1K +104 +2%
SBSB
515
Sullivan, Bruyette, Speros & Blaney
Virginia
$612K +$117 +1 +0%
TCA
516
Transcend Capital Advisors
New Jersey
$604K +$604K +5,182 New
IA
517
IFG Advisors
Missouri
$598K -$86.6K -743 -13%
1WA
518
180 Wealth Advisors
Washington
$598K +$22.9K +195 +4%
BIA
519
Bigelow Investment Advisors
Maine
$590K -$187K -1,605 -24%
WP
520
WealthSource Partners
California
$587K -$26.4K -227 -4%
EAM
521
Evanson Asset Management
California
$586K +$350 +3 +0.1%
WIC
522
Whitegate Investment Counselors
New Hampshire
$585K +$26.2K +225 +5%
PHS
523
Pekin Hardy Strauss
Illinois
$585K +$69.9K +600 +14%
DDPIC
524
Deroy & Devereaux Private Investment Counsel
Michigan
$583K – – –
TCOV
525
Trust Company of Vermont
Vermont
$583K +$583K +5,003 New
19 20
21
22 23