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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 %
RCA
726
Rex Capital Advisors
Rhode Island
$225K – – –
AWS
727
AJ Wealth Strategies
New York
$225K – – –
MA
728
Modus Advisors
Minnesota
$225K +$225K +1,926 New
DC
729
Davenport & Co
Virginia
$224K +$4.09K +35 +2%
CWM
730
Centric Wealth Management
Illinois
$223K +$583 +5 +0.3%
AF
731
Apexium Financial
Texas
$223K +$223K +1,909 New
A
732
AdvicePeriod
California
$222K +$20.5K +171 +10%
LFG
733
Larson Financial Group
Missouri
$219K +$21K +180 +11%
PAMG
734
Patton Albertson Miller Group
Tennessee
$219K +$219K +1,879 New
TFA
735
Transamerica Financial Advisors
Florida
$218K -$43.8K -375 -17%
FCFC
736
First Citizens Financial Corp
Iowa
$218K +$218K +1,869 New
Nomura Asset Management
737
Nomura Asset Management
Japan
$215K +$215K +1,845 New
SWP
738
Summit Wealth Partners
Florida
$215K +$215K +1,843 New
MWM
739
Meridian Wealth Management
Kentucky
$214K -$24.2K -208 -10%
WLIM
740
White Lighthouse Investment Management
Massachusetts
$211K -$60.5K -519 -22%
BFIM
741
Beese Fulmer Investment Management
Ohio
$210K +$210K +1,800 New
MOS
742
MGO One Seven
Ohio
$210K +$210K +1,804 New
FPCG
743
Fort Pitt Capital Group
Pennsylvania
$209K +$209K +1,793 New
CCMG
744
Clark Capital Management Group
Pennsylvania
$208K +$208K +1,788 New
KF
745
Krilogy Financial
Missouri
$207K +$207K +1,776 New
AWA
746
Arete Wealth Advisors
Illinois
$206K -$161K -1,386 -44%
WSTAM
747
Wilbanks Smith & Thomas Asset Management
Virginia
$206K – – –
CFO
748
CVA Family Office
Colorado
$206K +$206K +1,768 New
MC
749
Moors & Cabot
Massachusetts
$205K -$2.19K -19 -1%
SFS
750
Sowell Financial Services
Arkansas
$205K +$71.9K +618 +54%
28 29
30
31 32