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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 %
PA
676
Parkside Advisors
California
$279K – – –
PFA
677
Pinnacle Family Advisors
Missouri
$276K +$816 +7 +0.3%
CF
678
Centaurus Financial
California
$274K -$179K -1,537 -40%
CRIG
679
Charter Research & Investment Group
Connecticut
$272K – – –
EM
680
Excalibur Management
Massachusetts
$272K +$272K +2,330 New
DP
681
Dearborn Partners
Illinois
$271K +$2.57K +22 +1%
ZIM
682
Zacks Investment Management
Illinois
$270K -$8.62K -74 -3%
RPGK
683
Retirement Planning Group (Kansas)
Kansas
$269K +$17.3K +148 +7%
WIP
684
Wellesley Investment Partners
Massachusetts
$269K +$269K +2,311 New
SFG
685
Summit Financial Group
West Virginia
$268K -$84.7K -726 -24%
ACP
686
Aveo Capital Partners
Colorado
$268K +$4.32K +37 +2%
SCM
687
Stonehearth Capital Management
Massachusetts
$266K +$266K +2,286 New
BSB
688
Bangor Savings Bank
Maine
$264K -$10.5K -90 -4%
CMBA
689
C.M. Bidwell & Associates
Hawaii
$262K -$16.3K -140 -6%
Betterment LLC
690
Betterment LLC
New York
$261K -$67.1K -576 -20%
GT
691
Glenview Trust
Kentucky
$259K +$259K +2,225 New
SF
692
Summit Financial
New Jersey
$259K +$259K +2,219 New
JHCP
693
Jackson Hole Capital Partners
Oklahoma
$258K +$117 +1 +0%
SFI
694
SPC Financial Inc
Maryland
$258K +$258K +2,210 New
MWM
695
Modera Wealth Management
New Jersey
$257K +$56.6K +486 +28%
WT
696
Whittier Trust
California
$256K -$72.1K -619 -22%
SCA
697
Sage Capital Advisors
South Dakota
$256K +$3.96K +34 +2%
CWM
698
Cornerstone Wealth Management
Missouri
$255K -$2.1K -18 -0.8%
LW
699
Linscomb Wealth
Texas
$255K +$255K +2,184 New
PAS
700
Partnervest Advisory Services
California
$254K -$56.8K -486 -18%
26 27
28
29 30