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iShares TIPS Bond ETF
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Overview Fund Activity

794 hedge funds and large institutions have $15.6B invested in iShares TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 242 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
18.22%
Holding in Top 10
56
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-21.13%
% of All Funds
1.29%
New
90
Increased
342
Reduced
242
Closed
72
Calls
$6.24M
Puts
$4.62M
Net Calls
+$1.62M
Net Calls Change
-$2.68M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$787M
2
Goldman Sachs
Goldman Sachs
New York
$292M
3
Bank of America
Bank of America
North Carolina
$2.32B
4
BlackRock
BlackRock
New York
$1.26B
5
Morgan Stanley
Morgan Stanley
New York
$807M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$323M
2
Citigroup
Citigroup
New York
$72.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
4
BA
Bridgewater Associates
Connecticut
$127M
5
MIH
Madison Investment Holdings
Wisconsin
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
601
Granite Investment Advisors
New Hampshire
$294K -$15.3K -135 -5%
PP
602
Palladium Partners
Virginia
$290K -$10.9K -96 -4%
CRIG
603
Charter Research & Investment Group
Connecticut
$286K – – –
PAMG
604
Patton Albertson Miller Group
Tennessee
$284K -$356K -3,157 -56%
SIAP
605
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$283K – – –
MCM
606
Mainstay Capital Management
Michigan
$282K +$53.1K +471 +23%
OCM
607
One Capital Management
California
$276K +$24.6K +217 +10%
MWA
608
MFA Wealth Advisors
Pennsylvania
$274K +$21.6K +196 +9%
AOWM
609
Alpha Omega Wealth Management
Virginia
$273K -$11.3K -100 -4%
SF
610
Synovus Financial
Georgia
$273K -$4.52K -40 -2%
CAM
611
Concorde Asset Management
Michigan
$271K +$271K +2,403 New
CMBA
612
C.M. Bidwell & Associates
Hawaii
$264K +$137K +1,215 +108%
CCT
613
Country Club Trust
Missouri
$262K -$25.4K -224 -9%
SCA
614
Sage Capital Advisors
South Dakota
$262K – – –
SEI Investments
615
SEI Investments
Pennsylvania
$258K -$170K -1,504 -40%
PFA
616
Paradigm Financial Advisors
Missouri
$257K +$257K +2,281 New
SG
617
StoneX Group
New York
$256K +$41.8K +369 +20%
AP
618
Appleton Partners
Massachusetts
$254K +$254K +2,244 New
CCG
619
Cypress Capital Group
Florida
$246K +$246K +2,183 New
BOTW
620
Bank of the West
California
$245K +$245K +2,168 New
MWM
621
Meridian Wealth Management
Kentucky
$245K +$245K +2,169 New
RPGK
622
Retirement Planning Group (Kansas)
Kansas
$244K – – –
PC
623
Premise Capital
Illinois
$243K -$8.42M -74,645 -97%
MCM
624
Maple Capital Management
Vermont
$241K +$6.77K +60 +3%
NB
625
NBT Bank
New York
$241K +$241K +2,131 New
23 24
25
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