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iShares TIPS Bond ETF
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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 %
ODIJL
701
One Day In July LLC
Vermont
$219K -$204K -1,731 -48%
MWM
702
Modera Wealth Management
New Jersey
$219K -$40.7K -346 -16%
MWM
703
Meridian Wealth Management
Kentucky
$219K +$2.24K +19 +1%
JWCA
704
J.W. Cole Advisors
Florida
$216K -$4.42M -37,487 -95%
CG
705
Colony Group
Massachusetts
$215K -$867K -7,351 -80%
OCM
706
Oakwood Capital Management
California
$215K +$215K +1,822 New
PV
707
Private Vista
Illinois
$214K +$9.92K +84 +5%
CMBA
708
C.M. Bidwell & Associates
Hawaii
$213K -$52.2K -443 -20%
SIAP
709
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K -$31.1K -265 -13%
BFIM
710
Beese Fulmer Investment Management
Ohio
$212K – – –
TFA
711
Transamerica Financial Advisors
Florida
$210K -$11K -93 -5%
PWM
712
PBMares Wealth Management
Virginia
$209K +$209K +1,770 New
CAM
713
Concorde Asset Management
Michigan
$207K -$156K -1,325 -43%
MC
714
Moors & Cabot
Massachusetts
$206K -$4.87K -41 -2%
AIS
715
Accurate Investment Solutions
Pennsylvania
$203K +$203K +1,717 New
PH
716
Pinnacle Holdings
Oklahoma
$202K -$1.18K -10 -0.6%
CCMG
717
Clark Capital Management Group
Pennsylvania
$201K -$9.91K -84 -5%
OFW
718
Omnia Family Wealth
Florida
$201K +$201K +1,706 New
VVP
719
Venture Visionary Partners
Ohio
$200K -$29.3K -249 -13%
SWM
720
Shakespeare Wealth Management
Wisconsin
$200K +$200K +1,700 New
SNT
721
Security National Trust
West Virginia
$199K – – –
LFG
722
Larson Financial Group
Missouri
$197K -$23.9K -203 -11%
CFA
723
Carroll Financial Associates
North Carolina
$194K +$11.2K +95 +6%
BFM
724
Boston Financial Management
Massachusetts
$192K +$192K +1,630 New
TL
725
TrueWealth LLC
Georgia
$188K -$12.5K -106 -6%
27 28
29
30 31