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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 %
BJ
576
Brouwer & Janachowski
California
$391K – – –
LFPWM
577
Leicht Financial Planning & Wealth Management
New Jersey
$386K -$1.47M -12,408 -79%
SPIA
578
Strategic Point Investment Advisors
Rhode Island
$386K – – –
BFEC
579
Benjamin F. Edwards & Company
Missouri
$380K +$21.5K +182 +6%
KCM
580
Karp Capital Management
California
$379K -$786K -6,660 -67%
SCM
581
Spreng Capital Management
Ohio
$379K – – –
CA
582
Claro Advisors
Massachusetts
$379K +$118 +1 +0%
HTC
583
Haverford Trust Company
Pennsylvania
$376K – – –
H
584
Hexavest
Quebec, Canada
$373K – – –
FFWA
585
FRG Family Wealth Advisors
Washington
$371K – – –
IUHSA
586
Itau Unibanco Holding S.A.
Brazil
$370K -$3M -25,381 -89%
AIM
587
Acropolis Investment Management
Missouri
$367K +$20K +170 +6%
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$362K -$14.6K -124 -4%
FPCG
589
Fort Pitt Capital Group
Pennsylvania
$357K +$146K +1,238 +69%
ACM
590
AlphaStar Capital Management
North Carolina
$351K +$351K +2,916 New
AAM
591
Advisors Asset Management
Colorado
$348K +$53K +450 +18%
NB
592
NBT Bank
New York
$346K – – –
CL
593
Choreo LLC
Illinois
$344K +$4.01K +34 +1%
AFP
594
Ausdal Financial Partners
Iowa
$341K -$55.8K -465 -14%
SWA
595
Stratos Wealth Advisors
Ohio
$339K -$18.2K -154 -5%
AC
596
Abbrea Capital
California
$339K +$9.21K +78 +3%
AF
597
Advisornet Financial
Minnesota
$336K -$126K -1,069 -27%
SFA
598
Sequoia Financial Advisors
Ohio
$332K -$36.2K -307 -10%
BA
599
Bard Associates
Illinois
$331K – – –
TYCC
600
Texas Yale Capital Corp
Florida
$330K -$13K -110 -4%
22 23
24
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