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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 %
SFI
576
SPC Financial Inc
Maryland
$304K -$79.9K -700 -21%
PP
577
Palladium Partners
Virginia
$304K +$48.6K +425 +19%
SBH
578
Segall Bryant & Hamill
Illinois
$302K -$69.3K -607 -19%
NEGWA
579
New England Guild Wealth Advisors
Connecticut
$301K +$301K +2,642 New
NWP
580
Northstar Wealth Partners
Connecticut
$300K +$21.6K +190 +8%
PWM
581
Perigon Wealth Management
California
$293K -$397K -3,474 -58%
MVIP
582
Mar Vista Investment Partners
California
$290K +$24.6K +216 +9%
CCT
583
Country Club Trust
Missouri
$289K +$54.2K +475 +23%
CRIG
584
Charter Research & Investment Group
Connecticut
$289K +$289K +2,530 New
CAG
585
Csenge Advisory Group
Florida
$289K +$289K +2,537 New
AOWM
586
Alpha Omega Wealth Management
Virginia
$287K -$1.6K -14 -0.6%
SIAP
587
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$286K +$4.57K +40 +2%
BSB
588
Bangor Savings Bank
Maine
$283K -$54.1K -474 -16%
FPCG
589
Fort Pitt Capital Group
Pennsylvania
$280K – – –
SF
590
Synovus Financial
Georgia
$280K +$4.56K +40 +2%
GFPC
591
Global Financial Private Capital
Florida
$280K +$6.05K +53 +2%
MC
592
Moors & Cabot
Massachusetts
$277K +$277K +2,456 New
GP
593
Girard Partners
Pennsylvania
$275K +$11.5K +101 +4%
DC
594
Davenport & Co
Virginia
$274K -$12.7K -111 -4%
Betterment LLC
595
Betterment LLC
New York
$267K +$267K +2,343 New
BFA
596
Beaumont Financial Advisors
Massachusetts
$267K +$267K +2,344 New
LNB
597
Ledyard National Bank
$266K +$71.5K +626 +37%
SCA
598
Sage Capital Advisors
South Dakota
$264K – – –
A
599
AdvicePeriod
California
$262K +$262K +2,293 New
CBU
600
CIBC Bank USA
Illinois
$260K -$143K -1,251 -35%
22 23
24
25 26