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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 %
LWCFA
801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K +$183K +1,446 New
CSPIA
802
Cary Street Partners Investment Advisory
Virginia
$180K +$180K +1,422 New
SFSIG
803
San Francisco Sentry Investment Group
California
$178K +$63.3K +500 +55%
CMBA
804
C.M. Bidwell & Associates
Hawaii
$177K – – –
BAM
805
BTS Asset Management
Massachusetts
$177K +$105K +832 +145%
RG
806
Retirement Group
California
$176K +$82K +648 +87%
CA
807
Clearstead Advisors
Ohio
$167K -$165K -1,304 -50%
TIM
808
Tortoise Investment Management
New York
$167K – – –
TFA
809
Transamerica Financial Advisors
Florida
$161K -$8.05M -63,583 -98%
AIC
810
Archer Investment Corporation
Indiana
$161K -$886 -7 -0.5%
CTC
811
Central Trust Company
Missouri
$158K – – –
LJHT
812
Laurie J. Hall Trustee
$152K +$152K +1,200 New
APC
813
Aspire Private Capital
North Carolina
$144K +$144K +1,138 New
BCM
814
Bourgeon Capital Management
Connecticut
$139K +$42.7K +337 +44%
LGWM
815
Litman Gregory Wealth Management
California
$131K +$17.7K +140 +16%
EP
816
Eudaimonia Partners
Tennessee
$128K -$5.69K -45 -4%
HBT
817
Hills Bank & Trust
Iowa
$128K – – –
DAC
818
Dividend Assets Capital
South Carolina
$128K – – –
PS
819
Planned Solutions
California
$127K +$127K +1,005 New
CIAS
820
Capital Investment Advisory Services
North Carolina
$125K +$30.2K +239 +32%
MF
821
Manchester Financial
California
$123K -$25.4K -200 -17%
LB
822
Legacy Bridge
Iowa
$120K – – –
RCM
823
Robinson Capital Management
Michigan
$117K – – –
FA
824
Fortis Advisors
Pennsylvania
$117K +$7.44K +59 +7%
BWA
825
Burt Wealth Advisors
Maryland
$116K +$50.5K +400 +77%
31 32
33
34 35