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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 %
GI
526
GS Investments
Minnesota
$582K +$52.5K +465 +10%
HFRG
527
Houlihan Financial Resource Group
Virginia
$581K +$581K +4,980 New
IA
528
IFP Advisors
Florida
$576K -$264K -2,264 -31%
TNB
529
TCF National Bank
South Dakota
$570K -$14.7K -126 -3%
LC
530
LCNB Corp
Ohio
$565K -$4.66K -40 -0.8%
SAM
531
S.A. Mason
Michigan
$565K +$565K +4,850 New
SAM
532
Strategy Asset Managers
California
$565K +$565K +4,850 New
CC
533
Cedar Capital
Illinois
$560K +$11.7K +100 +2%
American Century Companies
534
American Century Companies
Missouri
$554K -$176K -1,510 -24%
CB
535
Community Bank
New York
$544K – – –
BPB
536
Badgley, Phelps & Bell
Washington
$539K +$467 +4 +0.1%
YWP
537
YorkBridge Wealth Partners
New York
$536K +$49.5K +425 +10%
WTC
538
WhitTier Trust Company
Nevada
$531K – – –
MGWM
539
Marks Group Wealth Management
Minnesota
$530K +$530K +4,548 New
GIP
540
Granite Investment Partners
California
$527K – – –
OC
541
Oarsman Capital
Wisconsin
$526K -$42.9K -368 -8%
FFN
542
Focus Financial Network
Minnesota
$521K +$1.63K +14 +0.3%
MECA
543
Miller Equity Capital Advisors
Texas
$516K +$516K +4,425 New
PAS
544
Park Avenue Securities
New York
$514K +$514K +4,406 New
MG
545
Mather Group
Illinois
$512K +$512K +4,396 New
HF
546
HRT Financial
New York
$504K +$504K +4,325 New
WAOTB
547
Wealth Advisors of Tampa Bay
Florida
$497K -$4.66K -40 -0.9%
SFPM
548
Sensible Financial Planning & Management
Massachusetts
$492K +$117 +1 +0%
JDR
549
Jay D. Rosenbaum
$490K – – –
TF
550
Trek Financial
Arizona
$486K -$1.42M -12,229 Closed
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22
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