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iShares TIPS Bond ETF
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Overview Fund Activity

954 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 393 increasing their positions, 258 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+36
Holders Change %
+3.92%
% of All Funds
19.3%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.58%
New
110
Increased
393
Reduced
258
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$208M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$162M
3
Jane Street
Jane Street
New York
+$162M
4
Morgan Stanley
Morgan Stanley
New York
+$144M
5
BlackRock
BlackRock
New York
+$110M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$411M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$102M
3
HT
HAP Trading
New York
-$36.2M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$35.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
701
Lake Street Advisors Group
New Hampshire
$321K – – –
BA
702
Bard Associates
Illinois
$320K – – –
WP
703
WealthPLAN Partners
Nebraska
$320K +$320K +2,549 New
CFO
704
CVA Family Office
Colorado
$318K +$25.3K +200 +9%
MWM
705
Meridian Wealth Management
Kentucky
$317K +$69.5K +550 +28%
CFS
706
Cannon Financial Strategists
Georgia
$316K +$3.29K +26 +1%
BC
707
Brio Consultants
California
$316K +$4.17K +33 +1%
ICM
708
IMS Capital Management
Oregon
$310K – – –
Lido Advisors
709
Lido Advisors
California
$309K +$3.03K +24 +1%
PA
710
Parkside Advisors
California
$309K +$6.33K +50 +2%
APG
711
Abacus Planning Group
South Carolina
$307K – – –
VFP
712
Verus Financial Partners
Virginia
$307K +$307K +2,428 New
ED
713
Exane Derivatives
France
$306K – – –
OIA
714
Optimum Investment Advisors
Illinois
$305K -$24.5K -194 -7%
TNB
715
Thomasville National Bank
Georgia
$303K +$253 +2 +0.1%
CTA
716
Chesley Taft & Associates
Illinois
$302K +$302K +2,384 New
PAS
717
Partnervest Advisory Services
California
$300K -$60.1K -474 -17%
DBRC
718
D.B. Root & Company
Pennsylvania
$298K +$52.8K +418 +22%
ODIJL
719
One Day In July LLC
Vermont
$297K -$95.4K -754 -24%
FIM
720
Fernwood Investment Management
Massachusetts
$296K -$168K -1,324 -36%
CWA
721
Clarus Wealth Advisors
Arizona
$295K – – –
IIC
722
Ironwood Investment Counsel
Arizona
$293K +$40.2K +318 +16%
MHR
723
Matthew Hamilton Rosenberg
$293K +$153K +1,210 +109%
OCM
724
Oakwood Capital Management
California
$291K +$26.4K +209 +10%
SFG
725
Summit Financial Group
West Virginia
$290K – – –
27 28
29
30 31