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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 %
LA
551
LexAurum Advisors
Kansas
$369K +$50.8K +450 +16%
FFBTD
552
First Financial Bank - Trust Division
Ohio
$367K +$676 +6 +0.2%
NWP
553
Northstar Wealth Partners
Connecticut
$367K +$12.6K +112 +4%
DG
554
Delek Group
Israel
$364K -$307K -2,716 -46%
PW
555
Peninsula Wealth
California
$364K +$2.03K +18 +0.6%
FFWA
556
FRG Family Wealth Advisors
Washington
$361K +$5.76K +51 +2%
FT
557
Fiduciary Trust
Massachusetts
$361K +$18.1K +160 +5%
SBWM
558
Sunflower Bank Wealth Management
Arizona
$359K – – –
RE
559
RBC Europe
United Kingdom
$355K – – –
TNBTD
560
Trustmark National Bank Trust Department
Mississippi
$353K – – –
CAM
561
Concorde Asset Management
Michigan
$353K +$81.7K +724 +30%
WAM
562
Wealthspire Advisors (Maryland)
Maryland
$352K -$48.5K -429 -12%
OIA
563
Optimum Investment Advisors
Illinois
$350K +$677 +6 +0.2%
SBH
564
Segall Bryant & Hamill
Illinois
$350K +$51.1K +452 +17%
AWA
565
Arete Wealth Advisors
Illinois
$348K +$21K +186 +6%
PMFA
566
Plante Moran Financial Advisors
Michigan
$347K +$107K +952 +45%
MC
567
Moors & Cabot
Massachusetts
$343K +$30.2K +268 +10%
AAM
568
Advisors Asset Management
Colorado
$341K -$58.1K -514 -15%
PCM
569
Parsons Capital Management
Rhode Island
$341K -$22.6K -200 -6%
Bessemer Group
570
Bessemer Group
New Jersey
$339K -$113K -1,000 -25%
WSC
571
Wellington Shields & Co
New York
$339K – – –
BWP
572
BSW Wealth Partners
Colorado
$338K -$1.92K -17 -0.6%
GP
573
Girard Partners
Pennsylvania
$336K +$12.8K +114 +4%
BB
574
Busey Bank
Illinois
$334K – – –
TIM
575
Tortoise Investment Management
New York
$333K – – –
21 22
23
24 25