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iShares TIPS Bond ETF
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Overview Fund Activity

925 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+121
Holders Change %
+15.05%
% of All Funds
18.27%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.13%
New
188
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

1
BlackRock
BlackRock
New York
$2.1B
2
MMI
Matson Money Inc
Ohio
$135M
3
Morgan Stanley
Morgan Stanley
New York
$778M
4
PWAG
Polaris Wealth Advisory Group
California
$44.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$813M
2
Goldman Sachs
Goldman Sachs
New York
$87.4M
3
M&T Bank
M&T Bank
New York
$0
4
Citigroup
Citigroup
New York
$58.2M
5
CSIA
Charles Schwab Investment Advisory
California
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
601
Strategic Point Investment Advisors
Rhode Island
$381K -$58.3K -500 -13%
SP
602
Successful Portfolios
Florida
$378K -$80.6K -692 -18%
FBC
603
Fairfield, Bush & Co
Connecticut
$377K +$583 +5 +0.2%
VCP
604
Verus Capital Partners
Arizona
$375K +$375K +3,214 New
SCM
605
Spreng Capital Management
Ohio
$375K +$375K +3,217 New
CA
606
Claro Advisors
Massachusetts
$374K +$466 +4 +0.1%
ET
607
Equitable Trust
Tennessee
$373K -$103K -885 -22%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$372K -$27.7K -238 -7%
HTC
609
Haverford Trust Company
Pennsylvania
$372K – – –
H
610
Hexavest
Quebec, Canada
$369K – – –
AIC
611
Ameritas Investment Company
Nebraska
$369K +$18.4K +158 +5%
CCA
612
Clearwater Capital Advisors
Illinois
$367K -$333K -2,857 -48%
FFWA
613
FRG Family Wealth Advisors
Washington
$367K – – –
SAS
614
Sage Advisory Services
Texas
$365K -$5.71K -49 -2%
EA
615
Emerald Advisors
Washington
$365K +$365K +3,088 New
SFA
616
Sequoia Financial Advisors
Ohio
$364K +$87.5K +751 +32%
PCM
617
Parsons Capital Management
Rhode Island
$360K – – –
CAM
618
Concorde Asset Management
Michigan
$360K +$108K +924 +43%
Bessemer Group
619
Bessemer Group
New Jersey
$359K +$8.53K +73 +2%
AT
620
Arden Trust
Delaware
$358K -$101K -868 -22%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$355K +$170K +1,454 +92%
SWA
622
Stratos Wealth Advisors
Ohio
$353K -$84.7K -726 -19%
OIA
623
Optimum Investment Advisors
Illinois
$352K +$1.28K +11 +0.4%
LPIC
624
LeJeune Puetz Investment Counsel
Michigan
$346K -$17.5K -150 -5%
PP
625
Paloma Partners
Connecticut
$344K -$100K -861 -23%
23 24
25
26 27