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iShares TIPS Bond ETF
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Overview Fund Activity

893 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 435 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-32
Holders Change %
-3.46%
% of All Funds
19.73%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.35%
New
78
Increased
239
Reduced
435
Closed
99
Calls
$8.66M
Puts
$12.5M
Net Calls
-$3.86M
Net Calls Change
+$4.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$992M
3
Charles Schwab
3
Charles Schwab
California
$291M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$143M
5
UBS Group
5
UBS Group
Switzerland
$280M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.7B
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$481M
4
ACI
4
AMP Capital Investors
Australia
$80.9M
5
BlackRock
5
BlackRock
New York
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
551
Ballast Advisors
Minnesota
$449K – – –
EM
552
Excalibur Management
Massachusetts
$449K +$174K +1,480 +64%
FNC
553
First National Corp
Massachusetts
$448K +$127K +827 +40%
EWA
554
Exencial Wealth Advisors
Oklahoma
$447K +$2.24K +19 +0.5%
MECA
555
Miller Equity Capital Advisors
Texas
$442K -$80.3K -680 -15%
AA
556
Ancora Advisors
Ohio
$440K – – –
RMA
557
Roffman Miller Associates
Pennsylvania
$439K -$236 -2 -0.1%
WSC
558
Wellington Shields & Co
New York
$439K – – –
BDF
559
Black Diamond Financial
Maryland
$439K +$1.42K +12 +0.3%
DAC
560
Dividend Assets Capital
South Carolina
$437K -$20K -170 -4%
SFPM
561
Sensible Financial Planning & Management
Massachusetts
$434K -$63.3K -537 -13%
MCM
562
Mainstay Capital Management
Michigan
$429K -$206K -1,743 -32%
GM
563
GeoWealth Management
Illinois
$426K +$30.3K +257 +8%
BRWM
564
B. Riley Wealth Management
Tennessee
$421K +$421K +3,574 New
GC
565
Garde Capital
Washington
$418K -$14.9K -126 -3%
PFS
566
Prospera Financial Services
Texas
$417K +$26.8K +227 +7%
FMW
567
Farr Miller & Washington
District of Columbia
$410K – – –
TFS
568
TrustCore Financial Services
Tennessee
$409K +$10.6K +90 +3%
VCP
569
Vista Capital Partners
Oregon
$408K -$611K -5,192 -60%
GC
570
Gilbert & Cook
Iowa
$408K – – –
FGAM
571
Financial Gravity Asset Management
Texas
$400K +$127K +1,080 +47%
EWMCB
572
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$399K -$1.11M -9,378 -73%
SG Americas Securities
573
SG Americas Securities
New York
$398K -$927K -7,853 -70%
SBWM
574
Sunflower Bank Wealth Management
Arizona
$396K -$354 -3 -0.1%
GEA
575
Glen Eagle Advisors
New Jersey
$395K -$20.6K -175 -5%
21 22
23
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