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iShares TIPS Bond ETF
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Overview Fund Activity

686 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 264 increasing their positions, 248 reducing their positions, and 49 closing their positions.

Holders
686
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
17.13%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.87%
New
64
Increased
264
Reduced
248
Closed
49
Calls
$7.94M
Puts
$5.72M
Net Calls
+$2.22M
Net Calls Change
-$1.37M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.16B
2
TF
2
TIAA FSB
Florida
$1.66B
3
BA
3
Bridgewater Associates
Connecticut
$220M
4
BlackRock
4
BlackRock
New York
$1.18B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$639M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$402M
2
AssetMark Inc
2
AssetMark Inc
California
$12.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$6.69M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$52.4M
5
USAA
5
United Services Automobile Association
Texas
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LM
601
Legg Mason
Maryland
$101K 889 +146 +20%
NCM
602
New Capital Management
Texas
$99K 871 +11 +1%
WAS
603
Winch Advisory Services
Wisconsin
$96K 842 +467 +125%
TSW
604
Thompson Siegel & Walmsley
Virginia
$95K 835 – –
JCM
605
Jacobi Capital Management
Pennsylvania
$95K 833 – –
1832 Asset Management
606
1832 Asset Management
Ontario, Canada
$94K 833 – –
RWA
607
Ropes Wealth Advisors
Massachusetts
$87K 766 -83 -10%
AP
608
Atwood & Palmer
Missouri
$87K 770 – –
IIC
609
Integrated Investment Consultants
Michigan
$86K 756 – –
FDCDDQ
610
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.5K 753 – –
AIM
611
Advantage Investment Management
Iowa
$80K 707 +7 +1%
MWM
612
MinichMacGregor Wealth Management
New York
$79K 703 – –
PMFA
613
Plante Moran Financial Advisors
Michigan
$76K 673 -16 -2%
MFT
614
Moisand Fitzgerald Tamayo
Florida
$75K 664 +664 New
OAM
615
Oppenheimer Asset Management
New York
$71K 625 – –
BWA
616
BDO Wealth Advisors
Florida
$71K 621 +500 +413%
PSC
617
Prentiss Smith & Co
Vermont
$71K 625 +625 New
AIP
618
Ameritas Investment Partners
Nebraska
$68K 601 +51 +9%
FHA
619
First Horizon Advisors
Tennessee
$64K 564 – –
Carson Wealth (CWM LLC)
620
Carson Wealth (CWM LLC)
Nebraska
$63K 554 -79,491 -99%
FANJ
621
Financial Architects (New Jersey)
New Jersey
$63K 560 -84 -13%
BWA
622
Burt Wealth Advisors
Maryland
$59K 519 – –
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K 500 -216 -30%
PWPCM
624
Perella Weinberg Partners Capital Management
New York
$56.9K 500,623 +83,438 +20%
MSFP
625
Mark Sheptoff Financial Planning
Connecticut
$54K 477 – –
23 24
25
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