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iShares TIPS Bond ETF
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Overview Fund Activity

790 hedge funds and large institutions have $15.1B invested in iShares TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 334 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.11%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
1.17%
New
53
Increased
334
Reduced
262
Closed
51
Calls
$7.37M
Puts
$14.3M
Net Calls
-$6.89M
Net Calls Change
-$8.5M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$536M
2
LPL Financial
2
LPL Financial
California
$316M
3
Goldman Sachs
3
Goldman Sachs
New York
$373M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$124M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$835M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
ACI
2
AMP Capital Investors
Australia
$102M
3
3AM
3
3EDGE Asset Management
Florida
$0
4
FEG
4
Fund Evaluation Group
Ohio
$3.38M
5
TF
5
TIAA FSB
Florida
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
526
Jag Capital Management
Missouri
$432K – – –
OFG
527
Oxford Financial Group
Indiana
$432K +$7.34K +65 +2%
BIA
528
Biondo Investment Advisors
Pennsylvania
$427K +$427K +3,785 New
BCM
529
Boltwood Capital Management
California
$426K -$4.62K -41 -1%
SPIA
530
Strategic Point Investment Advisors
Rhode Island
$425K – – –
FIM
531
Frontier Investment Management
Texas
$423K +$423K +3,748 New
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$422K – – –
MWM
533
Modera Wealth Management
New Jersey
$420K +$420K +3,717 New
RCG
534
Ruggie Capital Group
Florida
$416K – – –
HTC
535
Haverford Trust Company
Pennsylvania
$413K +$16.3K +144 +4%
CRWM
536
Castle Rock Wealth Management
California
$411K -$16.5K -146 -4%
MCIA
537
Mountain Capital Investment Advisors
Colorado
$406K +$48.8K +432 +14%
AC
538
Abbrea Capital
California
$404K – – –
CL
539
Choreo LLC
Illinois
$399K -$243K -2,154 -38%
FLA
540
Financial Life Advisors
Texas
$399K +$1.36K +12 +0.3%
PFA
541
Pinnacle Family Advisors
Missouri
$399K +$11.5K +102 +3%
TAM
542
Todd Asset Management
Kentucky
$394K – – –
LFG
543
LifePlan Financial Group
Ohio
$393K -$10.1K -90 -3%
H
544
Hexavest
Quebec, Canada
$393K – – –
FMW
545
Farr Miller & Washington
District of Columbia
$393K – – –
ALIONA
546
Allianz Life Insurance of North America
Minnesota
$391K +$4.17K +37 +1%
CAG
547
Csenge Advisory Group
Florida
$386K +$90.7K +804 +31%
Lazard Asset Management
548
Lazard Asset Management
New York
$372K -$373K – –
FBC
549
Fairfield, Bush & Co
Connecticut
$371K +$1.47K +13 +0.4%
SWA
550
Sutton Wealth Advisors
Florida
$369K -$67.4K -597 -15%
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