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iShares TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
676
Alpha Omega Wealth Management
Virginia
$242K
PGFC
677
Peapack-Gladstone Financial Corp
New Jersey
$241K
DC
678
Davenport & Co
Virginia
$241K +$14.7K +125 +7%
CWP
679
Capital Wealth Planning
Florida
$241K +$241K +2,044 New
Lazard Asset Management
680
Lazard Asset Management
New York
$237K -$233K
IIC
681
Ironwood Investment Counsel
Arizona
$235K
FPCM
682
Financial Partners Capital Management
New York
$235K +$235K +1,991 New
WIA
683
World Investment Advisors
California
$233K -$62.7K -532 -21%
AL
684
Aspiriant LLC
California
$233K
FWM
685
FSA Wealth Management
Massachusetts
$232K
CTC
686
Central Trust Company
Missouri
$231K -$955K -8,098 -81%
REMPR
687
Roof Eidam Maycock Peralta (REMP)
California
$230K
BFC
688
Bedel Financial Consulting
Indiana
$230K +$236 +2 +0.1%
PWLP
689
Prio Wealth Limited Partnership
Massachusetts
$230K +$2.48K +21 +1%
ACP
690
Aveo Capital Partners
Colorado
$229K -$41.3K -351 -15%
HWA
691
HCR Wealth Advisors
California
$229K
RCA
692
Rex Capital Advisors
Rhode Island
$228K
MA
693
Modus Advisors
Minnesota
$227K
PB
694
Pinnacle Bancorp
Nebraska
$227K +$216K +1,830 +1,947%
BHB
695
Bank Hapoalim BM
Israel
$226K -$296K
AWA
696
Arete Wealth Advisors
Illinois
$226K +$17K +144 +8%
AF
697
Apexium Financial
Texas
$223K -$2.24K -19 -1%
CWM
698
Centric Wealth Management
Illinois
$222K -$582 -5 -0.3%
KFI
699
Key Financial Inc
Pennsylvania
$220K -$17.5K -148 -7%
FCFC
700
First Citizens Financial Corp
Iowa
$220K