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iShares TIPS Bond ETF
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Overview Fund Activity

918 hedge funds and large institutions have $13.4B invested in iShares TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 358 increasing their positions, 295 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+25
Holders Change %
+2.8%
% of All Funds
18.87%
Holding in Top 10
70
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.75%
% of All Funds
1.44%
New
112
Increased
358
Reduced
295
Closed
77
Calls
$40.4M
Puts
$31.8M
Net Calls
+$8.63M
Net Calls Change
+$12.5M

Top Buyers

1
COPPSERS
1
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$411M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$214M
3
UBS Group
3
UBS Group
Switzerland
$453M
4
Charles Schwab
4
Charles Schwab
California
$448M
5
BlackRock
5
BlackRock
New York
$2.17B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$973M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$97.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$699M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$35.5M
5
ACI
5
AMP Capital Investors
Australia
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
501
International Assets Investment Management
Florida
$731K +$178K +1,450 +32%
ECM
502
Evergreen Capital Management
Washington
$728K +$2.21K +18 +0.3%
PFS
503
Prospera Financial Services
Texas
$727K +$292K +2,375 +67%
MC
504
Mathes Company
New York
$722K – – –
AWM
505
Aprio Wealth Management
Georgia
$716K -$81.2K -660 -10%
MAWCM
506
Mine & Arao Wealth Creation & Management
California
$713K +$6.77K +55 +1%
MWM
507
Maltin Wealth Management
New Jersey
$710K +$453K +3,683 +176%
BSW
508
Buckingham Strategic Wealth
Missouri
$707K -$545K -4,436 -44%
1WA
509
180 Wealth Advisors
Washington
$697K +$107K +858 +18%
JCM
510
Jacobi Capital Management
Pennsylvania
$693K +$19.9K +161 +3%
FCA
511
FinTrust Capital Advisors
South Carolina
$688K -$5.04K -41 -0.7%
AIM
512
Anchor Investment Management
South Carolina
$685K -$56.6K -460 -8%
HSA
513
HBK Sorce Advisory
Pennsylvania
$683K -$12.2K -99 -2%
DY
514
Dowling & Yahnke
California
$678K +$67.9K +552 +11%
AWM
515
AllSquare Wealth Management
New York
$674K – – –
TC
516
TownSquare Capital
Utah
$673K -$3.1K -25 -0.5%
FWM
517
Focused Wealth Management
New York
$668K +$10.1K +82 +2%
GG
518
Gofen & Glossberg
Illinois
$662K – – –
KWMG
519
King Wealth Management Group
Florida
$659K – – –
BIM
520
Baldwin Investment Management
Pennsylvania
$658K – – –
SAM
521
S.A. Mason
Michigan
$654K – – –
IA
522
IFG Advisors
Missouri
$651K +$10.3K +84 +2%
MFS
523
McNamara Financial Services
Massachusetts
$651K +$651K +5,295 New
PT
524
Plimoth Trust
Massachusetts
$649K -$14.9K -121 -2%
HDIM
525
Hanson & Doremus Investment Management
Vermont
$648K -$375K -3,049 -37%
19 20
21
22 23