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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 %
NA
601
NewEdge Advisors
Louisiana
$259K +$11.7K +103 +5%
MWA
602
MFA Wealth Advisors
Pennsylvania
$259K +$259K +2,294 New
OCM
603
One Capital Management
California
$253K +$11.4K +100 +5%
FIM
604
Fernwood Investment Management
Massachusetts
$251K -$48.4K -425 -16%
CC
605
Cognios Capital
Kansas
$248K +$24.7K +217 +11%
CA
606
Clearstead Advisors
Ohio
$246K -$146K -1,277 -37%
RPGK
607
Retirement Planning Group (Kansas)
Kansas
$246K – – –
CFD
608
Creative Financial Designs
Indiana
$242K -$1.71M -15,013 -88%
LA
609
LexAurum Advisors
Kansas
$238K +$238K +2,095 New
MCM
610
Maple Capital Management
Vermont
$237K – – –
WT
611
Whittier Trust
California
$237K +$12.8K +112 +6%
SC
612
SouthState Corp
Florida
$237K +$28.9K +253 +14%
PGA
613
Portland Global Advisors
Maine
$235K – – –
FC
614
Forte Capital
New York
$232K +$232K +2,038 New
MCM
615
Mainstay Capital Management
Michigan
$231K +$231K +2,029 New
IIC
616
Ironwood Investment Counsel
Arizona
$228K -$18.9K -166 -8%
SCA
617
STALEY CAPITAL ADVISERS
Pennsylvania
$228K – – –
MWM
618
Modera Wealth Management
New Jersey
$226K -$139K -1,218 -38%
WIC
619
Whitegate Investment Counselors
New Hampshire
$223K +$223K +1,951 New
REMPR
620
Roof Eidam Maycock Peralta (REMP)
California
$222K – – –
CWA
621
Clarus Wealth Advisors
Arizona
$222K +$222K +1,942 New
RCA
622
Rex Capital Advisors
Rhode Island
$220K – – –
AWA
623
Arete Wealth Advisors
Illinois
$217K +$217K +1,898 New
OFG
624
Oxford Financial Group
Indiana
$216K -$122K -1,070 -36%
SG
625
StoneX Group
New York
$216K -$30.4K -266 -12%
23 24
25
26 27