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iShares TIPS Bond ETF
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Overview Fund Activity

918 hedge funds and large institutions have $13.4B invested in iShares TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 358 increasing their positions, 295 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+25
Holders Change %
+2.8%
% of All Funds
18.87%
Holding in Top 10
70
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.75%
% of All Funds
1.44%
New
112
Increased
358
Reduced
295
Closed
77
Calls
$40.4M
Puts
$31.8M
Net Calls
+$8.63M
Net Calls Change
+$12.5M

Top Buyers

1
COPPSERS
1
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$411M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$214M
3
UBS Group
3
UBS Group
Switzerland
$453M
4
Charles Schwab
4
Charles Schwab
California
$448M
5
BlackRock
5
BlackRock
New York
$2.17B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$973M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$97.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$699M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$35.5M
5
ACI
5
AMP Capital Investors
Australia
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
601
Farr Miller & Washington
District of Columbia
$428K – – –
TFS
602
TrustCore Financial Services
Tennessee
$427K – – –
SFPM
603
Sensible Financial Planning & Management
Massachusetts
$422K -$31.3K -254 -7%
MCM
604
Mainstay Capital Management
Michigan
$419K -$28K -228 -6%
GEA
605
Glen Eagle Advisors
New Jersey
$419K +$6.27K +51 +2%
KCM
606
Karp Capital Management
California
$416K +$21.5K +175 +5%
GC
607
Garde Capital
Washington
$415K -$20.7K -168 -5%
SBWM
608
Sunflower Bank Wealth Management
Arizona
$413K – – –
BAS
609
Brown Advisory Securities
Maryland
$410K -$53.2K -429 -11%
SPIA
610
Strategic Point Investment Advisors
Rhode Island
$407K – – –
OPS
611
Orion Portfolio Solutions
Nebraska
$404K +$299K +2,435 +286%
CA
612
Claro Advisors
Massachusetts
$403K +$8.48K +69 +2%
AWM
613
Apollon Wealth Management
South Carolina
$397K +$397K +3,226 New
SCM
614
Spreng Capital Management
Ohio
$396K – – –
HTC
615
Haverford Trust Company
Pennsylvania
$392K – – –
H
616
Hexavest
Quebec, Canada
$389K – – –
BJ
617
Brouwer & Janachowski
California
$387K -$20.8K -169 -5%
FFWA
618
FRG Family Wealth Advisors
Washington
$387K – – –
FBC
619
Fairfield, Bush & Co
Connecticut
$386K +$386K +3,139 New
CAM
620
Cresset Asset Management
Illinois
$384K +$384K +3,125 New
AAM
621
Advisors Asset Management
Colorado
$382K +$18.7K +152 +5%
ODIJL
622
One Day In July LLC
Vermont
$382K +$154K +1,248 +67%
FPCG
623
Fort Pitt Capital Group
Pennsylvania
$374K +$1.11K +9 +0.3%
PP
624
Paloma Partners
Connecticut
$369K +$369K +3,000 New
AIM
625
Acropolis Investment Management
Missouri
$367K -$16.2K -132 -4%
23 24
25
26 27