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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 %
CFS
651
Cannon Financial Strategists
Georgia
$307K -$583 -5 -0.2%
TW
652
TrinityPoint Wealth
Connecticut
$306K -$1.63K -14 -0.5%
KAM
653
Knightsbridge Asset Management
California
$306K – – –
EB
654
Eastern Bank
Massachusetts
$305K -$464K -3,994 -60%
RHBC
655
R.H. Bluestein & Co
Michigan
$297K +$297K +2,550 New
BHB
656
Bank Hapoalim BM
Israel
$296K – – –
OCM
657
One Capital Management
California
$294K -$25.3K -217 -8%
TNB
658
Thomasville National Bank
Georgia
$293K +$293K +2,513 New
IFG
659
Investors Financial Group
Minnesota
$293K +$293K +2,517 New
CA
660
Clearstead Advisors
Ohio
$292K -$125K -1,073 -30%
WIA
661
World Investment Advisors
California
$292K -$74.9K -644 -20%
AAM
662
Advisors Asset Management
Colorado
$292K +$39.9K +342 +16%
FRA
663
Front Row Advisors
California
$291K – – –
WQ
664
Wealth Quarterback
New Jersey
$290K +$290K +390,340 New
CWA
665
Clarus Wealth Advisors
Arizona
$288K – – –
VF
666
Virtu Financial
New York
$288K +$288K +2,471 New
ATFA
667
All Terrain Financial Advisors
Minnesota
$285K – – –
RWB
668
RMR Wealth Builders
New Jersey
$285K +$285K +2,445 New
AWM
669
Apollon Wealth Management
South Carolina
$284K -$24K -205 -8%
ATPW
670
Ashton Thomas Private Wealth
Arizona
$284K +$284K +2,434 New
APG
671
Abacus Planning Group
South Carolina
$283K -$16.8K -144 -6%
MWM
672
McNaughton Wealth Management
California
$283K +$283K +2,444 New
FFBTD
673
First Financial Bank - Trust Division
Ohio
$282K +$7.93K +68 +3%
BWAM
674
Boyd Watterson Asset Management
Ohio
$280K -$293K -2,508 -51%
GIA
675
Gladstone Institutional Advisory
Florida
$280K -$28.9K -247 -9%
25 26
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