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iShares TIPS Bond ETF
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Overview Fund Activity

954 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 393 increasing their positions, 258 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+36
Holders Change %
+3.92%
% of All Funds
19.3%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.58%
New
110
Increased
393
Reduced
258
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$208M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$162M
3
Jane Street
Jane Street
New York
+$162M
4
Morgan Stanley
Morgan Stanley
New York
+$144M
5
BlackRock
BlackRock
New York
+$110M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$411M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$102M
3
HT
HAP Trading
New York
-$36.2M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$35.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
576
Cedar Brook Financial Partners
Ohio
$614K +$146K +1,156 +31%
HFRG
577
Houlihan Financial Resource Group
Virginia
$614K +$614K +4,911 New
SBSB
578
Sullivan, Bruyette, Speros & Blaney
Virginia
$612K – – –
RWB
579
RMR Wealth Builders
New Jersey
$609K +$291K +2,301 +91%
BSW
580
Buckingham Strategic Wealth
Missouri
$603K -$125K -985 -17%
WIC
581
Whitegate Investment Counselors
New Hampshire
$601K +$42.4K +335 +8%
LC
582
LCNB Corp
Ohio
$598K – – –
SAM
583
Strategy Asset Managers
California
$595K +$42K +332 +8%
IA
584
IFG Advisors
Missouri
$593K -$76.8K -607 -11%
BAM
585
Barrett Asset Management
New York
$588K +$544K +4,300 +1,229%
WI
586
Wintrust Investments
Illinois
$579K -$16.3K -129 -3%
MGWM
587
Marks Group Wealth Management
Minnesota
$575K – – –
BFA
588
Beacon Financial Advisory
Ohio
$572K +$261K +2,063 +84%
AWM
589
Altium Wealth Management
New York
$569K -$26.1K -206 -4%
WTC
590
WhitTier Trust Company
Nevada
$569K – – –
CCA
591
Cobblestone Capital Advisors
New York
$554K -$27.2K -215 -5%
HSA
592
HBK Sorce Advisory
Pennsylvania
$551K -$152K -1,202 -22%
Fiera Capital (Canada)
593
Fiera Capital (Canada)
Quebec, Canada
$550K +$23.6K +187 +4%
BPB
594
Badgley, Phelps & Bell
Washington
$546K -$26.3K -208 -5%
WAOTB
595
Wealth Advisors of Tampa Bay
Florida
$545K – – –
PW
596
Peninsula Wealth
California
$540K +$56.5K +447 +12%
SP
597
Successful Portfolios
Florida
$538K – – –
CCM
598
Crabel Capital Management
California
$537K +$34.5K +273 +7%
JDR
599
Jay D. Rosenbaum
$532K – – –
PG
600
Patten Group
Tennessee
$531K +$69.6K +550 +15%
22 23
24
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