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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.

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
1
BlackRock
New York
$2.1B
2
MMI
2
Matson Money Inc
Ohio
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$778M
4
PWAG
4
Polaris Wealth Advisory Group
California
$44.7M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$813M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.4M
3
M&T Bank
3
M&T Bank
New York
$0
4
Citigroup
4
Citigroup
New York
$58.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
776
Fortis Advisors
Pennsylvania
$137K -$17.2K -148 -11%
EP
777
Eudaimonia Partners
Tennessee
$136K +$136K +1,166 New
MF
778
Manchester Financial
California
$136K +$136K +1,170 New
SWM
779
Sugarloaf Wealth Management
Georgia
$133K +$133K +1,137 New
CFN
780
Cordasco Financial Network
Florida
$119K – – –
NC
781
NewSquare Capital
Pennsylvania
$119K +$78.2K +670 +191%
WPA
782
West Paces Advisors
Georgia
$118K – – –
FGAM
783
Financial Gravity Asset Management
Texas
$117K -$61.6K -1,218 -34%
PO
784
Private Ocean
California
$114K -$6.57K -56 -5%
BBPWM
785
Blue Bell Private Wealth Management
Pennsylvania
$114K +$11.7K +100 +11%
AA
786
Advisory Alpha
Michigan
$112K +$2K +17 +2%
JPLA
787
Joseph P. Lucia & Associates
New York
$112K – – –
LB
788
Legacy Bridge
Iowa
$111K -$9.44K -81 -8%
BCM
789
Bourgeon Capital Management
Connecticut
$108K – – –
TIM
790
Tortoise Investment Management
New York
$106K – – –
IA
791
Independence Advisors
Pennsylvania
$104K -$296K -2,532 -74%
HR
792
Howe & Rusling
New York
$104K +$33.5K +287 +48%
WCM
793
Wealthcare Capital Management
Virginia
$101K -$75.3K -645 -43%
CIAS
794
Capital Investment Advisory Services
North Carolina
$101K -$4.65K -40 -4%
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K -$16K -138 -14%
AIP
796
Ameritas Investment Partners
Nebraska
$96K -$1.39K -12 -1%
CAC
797
Certified Advisory Corp
Florida
$92K -$6.28K -54 -6%
TWA
798
TCI Wealth Advisors
Arizona
$92K +$932 +8 +1%
SFG
799
Sowa Financial Group
Rhode Island
$90K +$90K +773 New
CHA
800
Carmichael Hill & Associates
Maryland
$90K +$90K +775 New
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32
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