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iShares TIPS Bond ETF
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Overview Fund Activity

925 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+121
Holders Change %
+15.05%
% of All Funds
18.27%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.13%
New
188
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

1
BlackRock
BlackRock
New York
$2.1B
2
MMI
Matson Money Inc
Ohio
$135M
3
Morgan Stanley
Morgan Stanley
New York
$778M
4
PWAG
Polaris Wealth Advisory Group
California
$44.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$813M
2
Goldman Sachs
Goldman Sachs
New York
$87.4M
3
M&T Bank
M&T Bank
New York
$0
4
Citigroup
Citigroup
New York
$58.2M
5
CSIA
Charles Schwab Investment Advisory
California
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMA
576
Roffman Miller Associates
Pennsylvania
$434K -$43.7K -375 -9%
WSC
577
Wellington Shields & Co
New York
$434K +$434K +3,719 New
JCM
578
Jag Capital Management
Missouri
$432K -$31.4K -269 -7%
BDF
579
Black Diamond Financial
Maryland
$432K – – –
TGAM
580
TBH Global Asset Management
Tennessee
$431K +$431K +3,694 New
MRC
581
Millburn Ridgefield Corp
New York
$430K +$64.6K +554 +18%
GC
582
Garde Capital
Washington
$427K -$355K -3,046 -45%
ODIJL
583
One Day In July LLC
Vermont
$418K – – –
PCG
584
Private Capital Group
Connecticut
$415K -$42.7K -367 -9%
AFWM
585
AMJ Financial Wealth Management
Virginia
$412K +$412K +3,537 New
GEA
586
Glen Eagle Advisors
New Jersey
$411K +$58.4K +501 +17%
SAM
587
Secure Asset Management
Michigan
$411K +$411K +3,528 New
FMW
588
Farr Miller & Washington
District of Columbia
$405K – – –
GC
589
Gilbert & Cook
Iowa
$403K – – –
CIC
590
Carnegie Investment Counsel
Ohio
$402K -$20.9K -179 -5%
FAM
591
Flaharty Asset Management
Florida
$400K +$2.45K +21 +0.6%
LSAG
592
Lake Street Advisors Group
New Hampshire
$397K +$1.05K +9 +0.3%
ED
593
Exane Derivatives
France
$397K +$21.4K +182 +6%
TFS
594
TrustCore Financial Services
Tennessee
$394K – – –
SBWM
595
Sunflower Bank Wealth Management
Arizona
$392K -$22.7K -195 -5%
AFP
596
Ausdal Financial Partners
Iowa
$391K +$57.4K +485 +17%
GM
597
GeoWealth Management
Illinois
$391K +$391K +3,353 New
BJ
598
Brouwer & Janachowski
California
$387K -$5.25K -45 -1%
Lido Advisors
599
Lido Advisors
California
$387K +$387K +3,320 New
PFS
600
Prospera Financial Services
Texas
$385K -$3.03K -26 -0.8%
22 23
24
25 26