TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

893 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 435 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-32
Holders Change %
-3.46%
% of All Funds
19.73%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.35%
New
78
Increased
239
Reduced
435
Closed
99
Calls
$8.66M
Puts
$12.5M
Net Calls
-$3.86M
Net Calls Change
+$4.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$992M
3
Charles Schwab
3
Charles Schwab
California
$291M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$143M
5
UBS Group
5
UBS Group
Switzerland
$280M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.7B
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$481M
4
ACI
4
AMP Capital Investors
Australia
$80.9M
5
BlackRock
5
BlackRock
New York
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
651
Cornerstone Wealth Management
Missouri
$271K +$12.9K +109 +5%
A
652
AdvicePeriod
California
$270K +$51.4K +436 +24%
GT
653
Glenview Trust
Kentucky
$269K +$6.26K +53 +2%
GIA
654
Gladstone Institutional Advisory
Florida
$268K -$14.8K -125 -5%
Jane Street
655
Jane Street
New York
$268K +$268K +2,272 New
CFO
656
CVA Family Office
Colorado
$267K +$58.5K +496 +28%
BSB
657
Bangor Savings Bank
Maine
$266K -$1.06K -9 -0.4%
CFS
658
Cannon Financial Strategists
Georgia
$264K -$46.5K -394 -15%
SFI
659
SPC Financial Inc
Maryland
$262K +$1.77K +15 +0.7%
JHCP
660
Jackson Hole Capital Partners
Oklahoma
$261K – – –
WSFS
661
Wilmington Savings Fund Society
Delaware
$259K -$183K -1,553 -41%
WT
662
Whittier Trust
California
$256K -$3.54K -30 -1%
Lido Advisors
663
Lido Advisors
California
$255K -$137K -1,158 -35%
FFBTD
664
First Financial Bank - Trust Division
Ohio
$254K -$32K -271 -11%
RPGK
665
Retirement Planning Group (Kansas)
Kansas
$254K -$17.3K -147 -6%
PAMG
666
Patton Albertson Miller Group
Tennessee
$254K +$32.8K +279 +15%
PAS
667
Partnervest Advisory Services
California
$252K -$4.49K -38 -2%
MWM
668
Mission Wealth Management
California
$251K +$251K +2,128 New
SCA
669
Sage Capital Advisors
South Dakota
$249K -$10.3K -87 -4%
MYIA
670
Mount Yale Investment Advisors
Colorado
$247K -$459K -3,891 -65%
JLBC
671
J.L. Bainbridge & Co
Florida
$247K -$1.77K -15 -0.7%
MWM
672
Maltin Wealth Management
New Jersey
$247K +$241K +2,043 +4,086%
TTWM
673
TCV Trust & Wealth Management
Virginia
$245K -$77.7K -660 -24%
TAM
674
Todd Asset Management
Kentucky
$244K – – –
SG
675
StoneX Group
New York
$242K -$14.7K -125 -6%
25 26
27
28 29