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iShares TIPS Bond ETF
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Overview Fund Activity

918 hedge funds and large institutions have $13.4B invested in iShares TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 358 increasing their positions, 295 reducing their positions, and 77 closing their positions.

Holders
918
Holders Change
+25
Holders Change %
+2.8%
% of All Funds
18.87%
Holding in Top 10
70
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.75%
% of All Funds
1.44%
New
112
Increased
358
Reduced
295
Closed
77
Calls
$40.4M
Puts
$31.8M
Net Calls
+$8.63M
Net Calls Change
+$12.5M

Top Buyers

1
COPPSERS
1
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$411M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$214M
3
UBS Group
3
UBS Group
Switzerland
$453M
4
Charles Schwab
4
Charles Schwab
California
$448M
5
BlackRock
5
BlackRock
New York
$2.17B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$973M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$97.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$699M
4
ACI
4
AMP Capital Investors
Australia
$34.5M
5
Citigroup
5
Citigroup
New York
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
701
Venture Visionary Partners
Ohio
$259K 2,110 +410 +24%
OCM
702
Oakwood Capital Management
California
$257K 2,091 +269 +15%
TTWM
703
TCV Trust & Wealth Management
Virginia
$256K 2,080 – –
PAMG
704
Patton Albertson Miller Group
Tennessee
$255K 2,071 -87 -4%
AOWM
705
Alpha Omega Wealth Management
Virginia
$253K 2,053 – –
TAM
706
Todd Asset Management
Kentucky
$253K 2,060 – –
CAM
707
Concorde Asset Management
Michigan
$253K 2,055 +297 +17%
JLBC
708
J.L. Bainbridge & Co
Florida
$252K 2,051 -46 -2%
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$251K 2,044 – –
TYCC
710
Texas Yale Capital Corp
Florida
$247K 2,010 -790 -28%
Lazard Asset Management
711
Lazard Asset Management
New York
– – – –
IIC
712
Ironwood Investment Counsel
Arizona
$246K 2,000 – –
FPCM
713
Financial Partners Capital Management
New York
$245K 1,991 – –
FFBTD
714
First Financial Bank - Trust Division
Ohio
$244K 1,992 -156 -7%
AWA
715
Arete Wealth Advisors
Illinois
$244K 1,983 +69 +4%
AL
716
Aspiriant LLC
California
$243K 1,977 – –
KFI
717
Key Financial Inc
Pennsylvania
$243K 1,975 +117 +6%
Janus Henderson Group
718
Janus Henderson Group
United Kingdom
$243K 1,973 +1,973 New
AWS
719
AJ Wealth Strategies
New York
$242K 1,964 -5,000 -72%
FWM
720
FSA Wealth Management
Massachusetts
$242K 1,968 +2 +0.1%
BFC
721
Bedel Financial Consulting
Indiana
$241K 1,961 +8 +0.4%
PWLP
722
Prio Wealth Limited Partnership
Massachusetts
$240K 1,949 – –
REMPR
723
Roof Eidam Maycock Peralta (REMP)
California
$240K 1,950 – –
MWM
724
Meridian Wealth Management
Kentucky
$240K 1,959 +100 +5%
HWA
725
HCR Wealth Advisors
California
$239K 1,938 – –
27 28
29
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