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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 %
SWM
776
Shakespeare Wealth Management
Wisconsin
$215K – – –
RFN
777
RDA Financial Network
Iowa
$214K – – –
SNT
778
Security National Trust
West Virginia
$213K – – –
GLLW
779
Graves Light Lenhart Wealth
Virginia
$212K – – –
WAM
780
Weatherly Asset Management
California
$211K – – –
CST
781
Charles Schwab Trust
Nevada
$211K +$211K +1,665 New
CCMG
782
Clark Capital Management Group
Pennsylvania
$210K -$2.15K -17 -1%
MA
783
Modus Advisors
Minnesota
$210K – – –
LL
784
LPWM LLC
Minnesota
$207K +$207K +1,643 New
JWS
785
Juncture Wealth Strategies
Arizona
$206K -$5.07K -40 -2%
BFM
786
Boston Financial Management
Massachusetts
$206K – – –
PWA
787
Physician Wealth Advisors
Utah
$206K – – –
MG
788
Mather Group
Illinois
$205K -$341K -2,697 -62%
LA
789
Legacy Advisors
Pennsylvania
$205K – – –
B
790
Bailard
California
$203K +$203K +1,603 New
QCM
791
Quest Capital Management
Texas
$202K +$202K +1,599 New
MCCP
792
Mission Creek Capital Partners
California
$201K +$201K +1,591 New
OCAM
793
Onex Canada Asset Management
Ontario, Canada
$200K +$200K +1,580 New
GC
794
Grace Capital
Massachusetts
$198K -$167K -1,324 -46%
RBC
795
Roble Belko & Company
Pennsylvania
$197K – – –
RA
796
Rational Advisors
New York
$190K +$190K +1,500 New
EW
797
Element Wealth
Mississippi
$189K – – –
AIP
798
Ameritas Investment Partners
Nebraska
$187K +$94K +750 +101%
HWA
799
HHM Wealth Advisors
Tennessee
$184K – – –
CFN
800
Cordasco Financial Network
Florida
$183K +$27.4K +216 +18%
30 31
32
33 34