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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 %
FT
526
Fiduciary Trust
Massachusetts
$644K -$46.2K -376 -7%
SC
527
Slow Capital
California
$643K -$142K -1,158 -18%
FAM
528
Flaharty Asset Management
Florida
$627K +$91.6K +745 +17%
CFD
529
Creative Financial Designs
Indiana
$626K +$614K +4,988 +4,939%
DI
530
Disciplined Investments
Oklahoma
$618K -$861 -7 -0.1%
KFA
531
Kelleher Financial Advisors
New York
$617K +$2.34K +19 +0.4%
PHS
532
Pekin Hardy Strauss
Illinois
$616K +$55.3K +450 +10%
DDPIC
533
Deroy & Devereaux Private Investment Counsel
Michigan
$615K – – –
FNC
534
First National Corp
Massachusetts
$613K +$254K +2,065 +71%
BIA
535
Bigelow Investment Advisors
Maine
$609K +$246 +2 +0%
AF
536
Allworth Financial
California
$608K -$4.57M -37,166 -88%
TC
537
TAP Consulting
Missouri
$603K -$199K -1,621 -25%
SBSB
538
Sullivan, Bruyette, Speros & Blaney
Virginia
$595K – – –
LC
539
LCNB Corp
Ohio
$582K -$41.8K -340 -7%
AWM
540
Altium Wealth Management
New York
$579K -$14K -114 -2%
WI
541
Wintrust Investments
Illinois
$579K +$282K +2,297 +95%
LWM
542
Laidlaw Wealth Management
New York
$575K -$5.04K -41 -0.9%
CB
543
Community Bank
New York
$573K – – –
CW
544
CreativeOne Wealth
Kansas
$568K +$568K +4,616 New
TSS
545
Two Sigma Securities
New York
$566K -$358K -2,907 -39%
CCA
546
Cobblestone Capital Advisors
New York
$565K -$30.7K -250 -5%
HIM
547
Hanlon Investment Management
New Jersey
$563K +$563K +4,574 New
MGWM
548
Marks Group Wealth Management
Minnesota
$560K – – –
BPB
549
Badgley, Phelps & Bell
Washington
$557K +$615 +5 +0.1%
WTC
550
WhitTier Trust Company
Nevada
$552K -$7.37K -60 -1%
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