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iShares TIPS Bond ETF
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Overview Fund Activity

785 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 241 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+99
Holders Change %
+14.43%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.61%
New
146
Increased
292
Reduced
241
Closed
40
Calls
$8.04M
Puts
$3.74M
Net Calls
+$4.3M
Net Calls Change
+$2.08M

Top Buyers

1
Citigroup
1
Citigroup
New York
$238M
2
ACI
2
AMP Capital Investors
Australia
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$727M
4
TF
4
TIAA FSB
Florida
$1.75B
5
Bank of America
5
Bank of America
North Carolina
$2.24B

Top Sellers

1
QI
1
QS Investors
New York
$36.3M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.07M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$302M
4
WIM
4
Windhaven Investment Management
Massachusetts
$476M
5
PFA
5
Pure Financial Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
551
Lazard Asset Management
New York
$376K -$374K – –
FRA
552
Front Row Advisors
California
$375K +$375K +3,285 New
GLA
553
Good Life Advisors
Pennsylvania
$372K +$14.9K +130 +4%
SBWM
554
Sunflower Bank Wealth Management
Arizona
$363K -$91.4K -800 -20%
DIA
555
Davidson Investment Advisors
Montana
$361K -$31.4K -275 -8%
FFWA
556
FRG Family Wealth Advisors
Washington
$359K – – –
RE
557
RBC Europe
United Kingdom
$359K +$29.7K +260 +9%
FT
558
Fiduciary Trust
Massachusetts
$358K – – –
SRC
559
Shufro Rose & Co
New York
$346K +$62.4K +547 +22%
TIM
560
Tortoise Investment Management
New York
$345K +$319K +2,800 +1,233%
BWP
561
BSW Wealth Partners
Colorado
$343K +$2.62K +23 +0.8%
WSC
562
Wellington Shields & Co
New York
$342K – – –
PA
563
Parkside Advisors
California
$333K – – –
OIA
564
Optimum Investment Advisors
Illinois
$330K +$685 +6 +0.2%
MC
565
Miles Capital
Iowa
$329K +$1.26K +11 +0.4%
ATFA
566
All Terrain Financial Advisors
Minnesota
$325K +$325K +2,846 New
SNT
567
Security National Trust
West Virginia
$323K -$85.7K -750 -21%
LYV
568
Live Your Vision
Pennsylvania
$323K -$3.51K -31 -1%
CFA
569
Carroll Financial Associates
North Carolina
$318K +$46.3K +406 +17%
BW
570
Bison Wealth
Georgia
$316K -$4.1K -36 -1%
RBC
571
Roble Belko & Company
Pennsylvania
$316K +$12.1K +106 +4%
WA
572
WealthTrust-Arizona
Arizona
$315K +$8.32K +73 +3%
FUBT
573
First United Bank & Trust
Maryland
$313K +$313K +2,740 New
FFG
574
Ford Financial Group
California
$313K +$313K +2,751 New
GIA
575
Granite Investment Advisors
New Hampshire
$312K -$191K -1,676 -38%
21 22
23
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