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iShares TIPS Bond ETF
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Overview Fund Activity

794 hedge funds and large institutions have $15.6B invested in iShares TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 242 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
18.22%
Holding in Top 10
56
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-21.13%
% of All Funds
1.29%
New
90
Increased
342
Reduced
242
Closed
72
Calls
$6.24M
Puts
$4.62M
Net Calls
+$1.62M
Net Calls Change
-$2.68M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$787M
2
Goldman Sachs
Goldman Sachs
New York
$292M
3
Bank of America
Bank of America
North Carolina
$2.32B
4
BlackRock
BlackRock
New York
$1.26B
5
Morgan Stanley
Morgan Stanley
New York
$807M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$323M
2
Citigroup
Citigroup
New York
$72.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
4
BA
Bridgewater Associates
Connecticut
$127M
5
MIH
Madison Investment Holdings
Wisconsin
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K +$67K +593 New
FHA
702
First Horizon Advisors
Tennessee
$64K – – –
FANJ
703
Financial Architects (New Jersey)
New Jersey
$63K -$27.6K -247 -30%
ClearBridge Investments
704
ClearBridge Investments
New York
$62K +$23.3K +207 +60%
HCM
705
Highlander Capital Management
New Jersey
$60K +$34.1K +300 +132%
BWA
706
Burt Wealth Advisors
Maryland
$59K – – –
SFPIA
707
Stevens First Principles Investment Advisors
California
$55K +$673 +6 +1%
ACS
708
Archford Capital Strategies
Illinois
$55K +$55K +480 New
MSFP
709
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
MOS
710
MGO One Seven
Ohio
$53K +$9.83K +87 +23%
FEG
711
Financial Enhancement Group
Indiana
$52K -$5.77M -51,367 -99%
VCM
712
Vigilant Capital Management
Maine
$52K +$4.56K +40 +10%
KC
713
KHP Capital
Oklahoma
$51K +$51K +454 New
GAM
714
Gemmer Asset Management
California
$49K -$39.9K -350 -45%
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$48K -$449 -4 -0.9%
CHC
716
City Holding Co
West Virginia
$47K – – –
TJHA
717
Thomas J. Herzfeld Advisors
Florida
$46K – – –
DWM
718
Destination Wealth Management
California
$46K +$46K +403 New
ECM
719
Exchange Capital Management
Michigan
$45K – – –
BA
720
Ballew Advisors
Mississippi
$45K +$45K +402 New
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K -$26.7K -240 -39%
1IA
722
1834 Investment Advisors
Wisconsin
$40K -$29.4K -265 -42%
PGWM
723
Parisi Gray Wealth Management
New Jersey
$39K +$2.23K +20 +6%
BWM
724
Baystate Wealth Management
Massachusetts
$39K +$39K +343 New
FCMT
725
Founders Capital Management (Texas)
Texas
$38K +$4.36K +39 +13%
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