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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 %
JHP
626
James Hambro & Partners
United Kingdom
$344K – – –
AIM
627
Acropolis Investment Management
Missouri
$343K -$4.42K -38 -1%
FHC
628
First Heartland Consultants
Missouri
$342K -$29.9K -256 -8%
NB
629
NBT Bank
New York
$342K +$342K +2,937 New
TYCC
630
Texas Yale Capital Corp
Florida
$339K -$61.2K -525 -15%
CL
631
Choreo LLC
Illinois
$336K +$7.93K +68 +2%
LWAC
632
Laurel Wealth Advisors (California)
California
$336K +$89.2K +766 +36%
BPWA
633
Beacon Pointe Wealth Advisors
California
$335K -$246K -2,120 -42%
WI
634
Wintrust Investments
Illinois
$335K +$39.2K +336 +13%
ABC
635
Associated Banc-Corp
Wisconsin
$329K -$86.1K -738 -21%
BA
636
Bard Associates
Illinois
$328K -$3.5K -30 -1%
RPWA
637
Regent Peak Wealth Advisors
Georgia
$328K +$328K +2,819 New
MC
638
Miles Capital
Iowa
$326K – – –
AC
639
Abbrea Capital
California
$326K +$26.8K +230 +9%
MFG
640
MidWestOne Financial Group
Iowa
$325K +$325K +2,796 New
SG
641
Somerset Group
Minnesota
$324K – – –
MWP
642
MYCIO Wealth Partners
Pennsylvania
$323K – – –
Mirae Asset Global Investments
643
Mirae Asset Global Investments
South Korea
$321K -$58.7K -504 -15%
RE
644
RBC Europe
United Kingdom
$321K – – –
TTWM
645
TCV Trust & Wealth Management
Virginia
$319K -$26.2K -225 -8%
PWA
646
Physician Wealth Advisors
Utah
$319K – – –
RGC
647
Roberts, Glore & Co
Illinois
$317K +$108K +925 +52%
GIP
648
Greatmark Investment Partners
Georgia
$316K – – –
LA
649
LexAurum Advisors
Kansas
$314K – – –
BFA
650
Beacon Financial Advisory
Ohio
$311K +$311K +2,675 New
24 25
26
27 28