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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 %
SG
701
StoneX Group
New York
$254K +$19.4K +167 +8%
SWA
702
Sutton Wealth Advisors
Florida
$252K -$32.6K -280 -11%
CTB
703
Country Trust Bank
Illinois
$251K -$9.74M -83,712 -97%
BA
704
Bristlecone Advisors
Washington
$249K +$249K +2,140 New
JLBC
705
J.L. Bainbridge & Co
Florida
$246K -$16.5K -142 -6%
FNC
706
First National Corp
Massachusetts
$244K -$1.17K -10 -0.5%
RFN
707
RDA Financial Network
Iowa
$242K – – –
SIAP
708
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K -$11.4K -98 -5%
TC
709
Tatro Capital
Kentucky
$241K +$241K +2,068 New
TAM
710
Todd Asset Management
Kentucky
$240K – – –
AOWM
711
Alpha Omega Wealth Management
Virginia
$239K -$29.1K -250 -11%
PGFC
712
Peapack-Gladstone Financial Corp
New Jersey
$238K – – –
OPA
713
Old Port Advisors
Maine
$237K -$8.8K -75 -4%
KFI
714
Key Financial Inc
Pennsylvania
$234K +$234K +2,006 New
MCM
715
Maple Capital Management
Vermont
$233K -$6.99K -60 -3%
IIC
716
Ironwood Investment Counsel
Arizona
$233K – – –
Lazard Asset Management
717
Lazard Asset Management
New York
$233K -$232K – –
AL
718
Aspiriant LLC
California
$230K -$170K -1,465 -43%
SHIM
719
Stone House Investment Management
Pennsylvania
$230K +$230K +1,973 New
FWM
720
FSA Wealth Management
Massachusetts
$229K +$229K +1,966 New
REMPR
721
Roof Eidam Maycock Peralta (REMP)
California
$227K – – –
BFC
722
Bedel Financial Consulting
Indiana
$227K +$814 +7 +0.4%
VVP
723
Venture Visionary Partners
Ohio
$227K +$227K +1,949 New
HWA
724
HCR Wealth Advisors
California
$226K +$2.92K +25 +1%
PWLP
725
Prio Wealth Limited Partnership
Massachusetts
$225K – – –
27 28
29
30 31