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iShares TIPS Bond ETF
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Overview Fund Activity

893 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 435 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-32
Holders Change %
-3.46%
% of All Funds
19.73%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.35%
New
78
Increased
239
Reduced
435
Closed
99
Calls
$8.66M
Puts
$12.5M
Net Calls
-$3.86M
Net Calls Change
+$4.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.6B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$992M
3
Charles Schwab
Charles Schwab
California
$291M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$143M
5
UBS Group
UBS Group
Switzerland
$280M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.7B
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$481M
4
ACI
AMP Capital Investors
Australia
$80.9M
5
BlackRock
BlackRock
New York
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
501
Kelleher Financial Advisors
New York
$589K -$177K -1,500 -23%
HFRG
502
Houlihan Financial Resource Group
Virginia
$587K – – –
DY
503
Dowling & Yahnke
California
$585K -$35.3K -299 -6%
HR
504
Hayden Royal
North Carolina
$583K -$73.5K -623 -11%
BIA
505
Bigelow Investment Advisors
Maine
$583K -$13.9K -118 -2%
IA
506
IFP Advisors
Florida
$581K -$8.11K -68 -1%
CC
507
Cedar Capital
Illinois
$575K +$9.19K +78 +2%
CCA
508
Cobblestone Capital Advisors
New York
$571K -$124K -1,053 -18%
SBSB
509
Sullivan, Bruyette, Speros & Blaney
Virginia
$571K -$48.1K -408 -8%
1WA
510
180 Wealth Advisors
Washington
$571K -$41.3K -343 -7%
AWM
511
Altium Wealth Management
New York
$568K -$198K -1,680 -26%
TNB
512
TCF National Bank
South Dakota
$564K -$13.5K -114 -2%
MWM
513
Moulton Wealth Management
Washington
$559K -$4.2M -34,575 -88%
LWM
514
Laidlaw Wealth Management
New York
$556K -$414K -3,515 -43%
WSTAM
515
Wilbanks Smith & Thomas Asset Management
Virginia
$556K +$347K +2,945 +166%
AIC
516
Ameritas Investment Company
Nebraska
$551K +$174K +1,465 +46%
CB
517
Community Bank
New York
$550K – – –
ATPW
518
Ashton Thomas Private Wealth
Arizona
$549K +$262K +2,218 +91%
YWP
519
YorkBridge Wealth Partners
New York
$542K – – –
PHS
520
Pekin Hardy Strauss
Illinois
$538K -$54.2K -459 -9%
WTC
521
WhitTier Trust Company
Nevada
$537K – – –
MGWM
522
Marks Group Wealth Management
Minnesota
$537K – – –
BPB
523
Badgley, Phelps & Bell
Washington
$533K -$11.6K -98 -2%
IAIM
524
International Assets Investment Management
Florida
$530K +$530K +4,493 New
PW
525
Peninsula Wealth
California
$521K +$53K +450 +11%
19 20
21
22 23