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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 %
SCM
551
Stellar Capital Management
Arizona
$546K +$73.1K +595 +15%
WIC
552
Whitegate Investment Counselors
New Hampshire
$543K +$33.8K +275 +7%
SAM
553
Strategy Asset Managers
California
$538K +$538K +4,375 New
MG
554
Mather Group
Illinois
$531K +$35.4K +288 +7%
WAOTB
555
Wealth Advisors of Tampa Bay
Florida
$530K – – –
ECA
556
Elevated Capital Advisors
Utah
$527K +$527K +4,145 New
SP
557
Successful Portfolios
Florida
$523K +$40K +325 +8%
Mirae Asset Global Investments
558
Mirae Asset Global Investments
South Korea
$522K +$522K +4,240 New
JDR
559
Jay D. Rosenbaum
$516K – – –
SCA
560
Spearhead Capital Advisors
Florida
$515K +$190K +1,547 +59%
3AM
561
3EDGE Asset Management
Florida
$515K +$515K +4,187 New
YWP
562
YorkBridge Wealth Partners
New York
$514K -$52.3K -425 -9%
Fiera Capital (Canada)
563
Fiera Capital (Canada)
Quebec, Canada
$512K -$2.71K -22 -0.5%
SEIA
564
Signature Estate & Investment Advisors
California
$506K +$506K +4,112 New
SC
565
Solstein Capital
California
$505K +$505K +4,105 New
S
566
SignatureFD
Georgia
$504K -$468K -3,808 -48%
OC
567
Oarsman Capital
Wisconsin
$501K -$12.3K -100 -2%
LWAC
568
Laurel Wealth Advisors (California)
California
$497K +$158K +1,286 +47%
SCM
569
Stordahl Capital Management
Colorado
$496K -$1.6K -13 -0.3%
SF
570
Synovus Financial
Georgia
$491K -$569K -4,628 -54%
First Manhattan
571
First Manhattan
New York
$489K +$1.84K +15 +0.4%
CCM
572
Crabel Capital Management
California
$489K +$489K +3,976 New
WSTAM
573
Wilbanks Smith & Thomas Asset Management
Virginia
$487K -$92.7K -754 -16%
AFS
574
Access Financial Services
Minnesota
$483K – – –
AIC
575
Ameritas Investment Company
Nebraska
$482K -$88K -715 -15%
21 22
23
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