TIP icon

iShares TIPS Bond ETF
TIP

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 %
IP
626
Investment Partners
Ohio
$214K +$342 +3 +0.2%
AW
627
ACG Wealth
Georgia
$213K -$4.21K -37 -2%
PA
628
Prism Advisors
California
$213K +$213K +1,868 New
BFC
629
Bedel Financial Consulting
Indiana
$213K +$213K +1,869 New
FPIS
630
Financial Planning & Information Services
Wisconsin
$212K – – –
PG
631
Patten Group
Tennessee
$212K +$1.71K +15 +0.8%
RGC
632
Roberts, Glore & Co
Illinois
$211K -$17.1K -150 -7%
CCM
633
Compton Capital Management
Rhode Island
$210K – – –
BI
634
Bramshill Investments
Florida
$209K -$46.2K -404 -18%
SFA
635
Sequoia Financial Advisors
Ohio
$208K – – –
SCM
636
Shelton Capital Management
Colorado
$207K -$34.2K -300 -14%
AWM
637
Aries Wealth Management
Maine
$207K +$207K +1,832 New
VCM
638
Virtue Capital Management
Tennessee
$206K +$206K +1,802 New
PFBT
639
Parkside Financial Bank & Trust
Missouri
$205K +$161K +1,411 +366%
TI
640
Truepoint Inc
Ohio
$205K +$205K +1,800 New
WPW
641
Winthrop Partners - WNY
New York
$204K +$204K +1,820 New
TL
642
TrueWealth LLC
Georgia
$203K +$203K +1,779 New
Citadel Advisors
643
Citadel Advisors
Florida
$202K -$821K -7,200 -80%
BFM
644
Boston Financial Management
Massachusetts
$202K – – –
CS
645
Cannell & Spears
New York
$202K +$202K +1,771 New
WAM
646
Weatherly Asset Management
California
$201K -$7.75K -68 -4%
BA
647
BKS Advisors
Michigan
$201K +$201K +1,765 New
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$194K +$194K +1,698 New
AIM
649
Advantage Investment Management
Iowa
$192K +$111K +977 +138%
CAC
650
Certified Advisory Corp
Florida
$188K +$188K +1,653 New
24 25
26
27 28