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iShares TIPS Bond ETF
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Overview Fund Activity

794 hedge funds and large institutions have $15.6B invested in iShares TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 242 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
18.22%
Holding in Top 10
56
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-21.13%
% of All Funds
1.29%
New
90
Increased
342
Reduced
242
Closed
72
Calls
$6.24M
Puts
$4.62M
Net Calls
+$1.62M
Net Calls Change
-$2.68M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$405M
2
Goldman Sachs
Goldman Sachs
New York
+$111M
3
Bank of America
Bank of America
North Carolina
+$108M
4
BlackRock
BlackRock
New York
+$92M
5
Morgan Stanley
Morgan Stanley
New York
+$80.3M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$253M
2
Citigroup
Citigroup
New York
-$164M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$92.8M
4
BA
Bridgewater Associates
Connecticut
-$92.7M
5
MIH
Madison Investment Holdings
Wisconsin
-$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
526
Vanguard Capital Wealth Advisors
Colorado
$448K +$448K +3,974 New
CIC
527
Carnegie Investment Counsel
Ohio
$446K -$29.9K -267 -6%
EWF
528
Epstein & White Financial
California
$445K -$480K -4,254 -52%
SWA
529
Sutton Wealth Advisors
Florida
$437K -$169K -1,494 -28%
BCM
530
Boltwood Capital Management
California
$432K – – –
JCM
531
Jag Capital Management
Missouri
$432K +$45.1K +399 +12%
CRWM
532
Castle Rock Wealth Management
California
$428K -$4.18K -37 -1%
SPIA
533
Strategic Point Investment Advisors
Rhode Island
$426K – – –
OFG
534
Oxford Financial Group
Indiana
$425K +$211K +1,871 +99%
EFSCE
535
Enterprise Financial Services Corp (EFSC)
Missouri
$422K -$5.65K -50 -1%
RCG
536
Ruggie Capital Group
Florida
$417K – – –
AC
537
Abbrea Capital
California
$405K +$19.8K +175 +5%
LFG
538
LifePlan Financial Group
Ohio
$404K -$48.4K -428 -11%
WAM
539
Wealthspire Advisors (Maryland)
Maryland
$401K +$13K +115 +3%
AAM
540
Advisors Asset Management
Colorado
$399K -$9.26K -82 -2%
FLA
541
Financial Life Advisors
Texas
$397K -$25.8K -229 -6%
HTC
542
Haverford Trust Company
Pennsylvania
$397K -$19K -168 -5%
TAM
543
Todd Asset Management
Kentucky
$395K – – –
H
544
Hexavest
Quebec, Canada
$394K – – –
ACM
545
AlphaStar Capital Management
North Carolina
$393K -$1.1M -9,736 -74%
FMW
546
Farr Miller & Washington
District of Columbia
$393K – – –
SGCA
547
Steel Grove Capital Advisors
Tennessee
$391K -$500K -4,421 -56%
PFA
548
Pinnacle Family Advisors
Missouri
$388K -$2.49K -22 -0.6%
ALIONA
549
Allianz Life Insurance of North America
Minnesota
$388K +$388K +3,430 New
CB
550
CNB Bank
Pennsylvania
$384K -$1.69K -15 -0.4%
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