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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CWC
751
Carolinas Wealth Consulting
North Carolina
$107K 905 +905 New
AA
752
Advisory Alpha
Michigan
$106K 903 -52 -5%
GSWM
753
Golden State Wealth Management
California
$105K 890 -149,328 -99%
SFSIG
754
San Francisco Sentry Investment Group
California
$101K 856 -21,525 -96%
IA
755
Independence Advisors
Pennsylvania
$101K 857 -33 -4%
OPS
756
Orion Portfolio Solutions
Nebraska
$100K 851 -865 -50%
JPLA
757
Joseph P. Lucia & Associates
New York
$100K 844 -115 -12%
AIP
758
Ameritas Investment Partners
Nebraska
$94K 803 -29 -3%
CAC
759
Certified Advisory Corp
Florida
$93K 788 -3 -0.4%
TWA
760
TCI Wealth Advisors
Arizona
$93K 790 – –
CHA
761
Carmichael Hill & Associates
Maryland
$91K 775 – –
WEC
762
Winslow Evans & Crocker
Massachusetts
$90K 756 -834 -52%
BCM
763
Bourgeon Capital Management
Connecticut
$90K 760 -170 -18%
SFG
764
Sowa Financial Group
Rhode Island
$89K 757 -16 -2%
CIAS
765
Capital Investment Advisory Services
North Carolina
$88K 750 -119 -14%
APWM
766
Atlas Private Wealth Management
New York
$88K 750 +1 +0.1%
MPCG
767
Matrix Private Capital Group
New York
$84K 710 – –
SIC
768
Salem Investment Counselors
North Carolina
$82K 695 +310 +81%
PO
769
Private Ocean
California
$81K 690 -282 -29%
CAL
770
Capital Analysts LLC
Pennsylvania
$80K 679 -526 -44%
FA
771
Fortis Advisors
Pennsylvania
$77K 651 -527 -45%
HFS
772
HBC Financial Services
Washington
$76K 645 -35 -5%
TC
773
Trust Company
Kansas
$72K 610 -97 -14%
SC
774
Stratford Consulting
Texas
$72K 614 – –
LSA
775
Lion Street Advisors
Texas
$72K 612 +612 New
29 30
31
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