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iShares TIPS Bond ETF
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Overview Fund Activity

801 hedge funds and large institutions have $13.5B invested in iShares TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 384 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
17.88%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.29%
New
114
Increased
185
Reduced
384
Closed
95
Calls
$7M
Puts
$3.41M
Net Calls
+$3.59M
Net Calls Change
+$1.51M

Top Buyers

1
ACI
1
AMP Capital Investors
Australia
$218M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$305M
3
3AM
3
3EDGE Asset Management
Florida
$78.4M
4
SG Americas Securities
4
SG Americas Securities
New York
$33.6M
5
BOS
5
Bingham Osborn & Scarborough
California
$20.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$804M
2
Bank of America
2
Bank of America
North Carolina
$1.97B
3
Goldman Sachs
3
Goldman Sachs
New York
$44.5M
4
CWM
4
Cornerstone Wealth Management
Missouri
$1.04M
5
Ameriprise
5
Ameriprise
Minnesota
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
726
Dubuque Bank & Trust
Iowa
$28K – – –
BWA
727
BDO Wealth Advisors
Florida
$27K – – –
SPL
728
Smart Portfolios LLC
Washington
$27K – – –
S
729
SignatureFD
Georgia
$27K – – –
Northern Trust
730
Northern Trust
Illinois
$26K -$7.36K -6,786 -22%
BWM
731
BerganKDV Wealth Management
Minnesota
$26K +$7.86K +71 +43%
TCM
732
Tradewinds Capital Management
Washington
$24K – – –
CBT
733
Capital Bank & Trust
California
$24K +$24K +216 New
AQA
734
Alpha Quant Advisors
Texas
$23K +$23K +212 New
CCMW
735
Cypress Capital Management (Wyoming)
Wyoming
$22K -$6.05K -55 -22%
LTI
736
Laffer Tengler Investments
Tennessee
$21.9K – – –
LIA
737
LS Investment Advisors
Michigan
$21K – – –
CG
738
Cutler Group
California
$21K – – –
WANY
739
Wealthspire Advisors (New York)
New York
$21K +$21K +189 New
PFSC
740
Peoples Financial Services Corp
Pennsylvania
$20K – – –
RWA
741
River Wealth Advisors
Pennsylvania
$19K -$33.2K -309 -64%
TSW
742
Thompson Siegel & Walmsley
Virginia
$18K -$48.3K -435 -73%
IAS
743
IMA Advisory Services
Colorado
$18K – – –
NCM
744
Next Capital Management
New York
$18K +$18K +165 New
ADL
745
Asset Dedication LLC
California
$17K – – –
CBT
746
Central Bank & Trust
Kentucky
$16K -$16K -150 -50%
FCMT
747
Founders Capital Management (Texas)
Texas
$16K +$762 +7 +5%
SFA
748
Semmax Financial Advisors
North Carolina
$15K +$15K +136 New
Simplex Trading
749
Simplex Trading
Illinois
$15K +$15K +145 New
SGS
750
Sterling Global Strategies
California
$14.4K +$14.4K +131 New
28 29
30
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