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iShares TIPS Bond ETF
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Overview Fund Activity

801 hedge funds and large institutions have $13.5B invested in iShares TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 384 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
17.88%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.29%
New
114
Increased
185
Reduced
384
Closed
95
Calls
$7M
Puts
$3.41M
Net Calls
+$3.59M
Net Calls Change
+$1.51M

Top Buyers

1
ACI
1
AMP Capital Investors
Australia
$218M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$305M
3
3AM
3
3EDGE Asset Management
Florida
$78.4M
4
SG Americas Securities
4
SG Americas Securities
New York
$33.6M
5
BOS
5
Bingham Osborn & Scarborough
California
$20.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$804M
2
Bank of America
2
Bank of America
North Carolina
$1.97B
3
Goldman Sachs
3
Goldman Sachs
New York
$44.5M
4
CWM
4
Cornerstone Wealth Management
Missouri
$1.04M
5
Ameriprise
5
Ameriprise
Minnesota
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
826
Dorsey Wright & Associates
California
– -$1.03M -9,301 Closed
GT
827
Greenleaf Trust
Michigan
– -$960K -8,677 Closed
AA
828
Advisory Alpha
Michigan
– -$1.01M -8,674 Closed
TA
829
Tiedemann Advisors
New York
– -$586K -5,308 Closed
SGAM
830
Steinberg Global Asset Management
Florida
– -$456K -4,123 Closed
LAIC
831
Lederer & Associates Investment Counsel
California
– -$455K -4,110 Closed
HIM
832
Harbour Investment Management
Washington
– -$424K -3,830 Closed
PWA
833
Providence Wealth Advisors
Illinois
– -$413K -3,732 Closed
DWM
834
Dynasty Wealth Management
Florida
– -$388K -3,508 Closed
CRWM
835
Castle Rock Wealth Management
California
– -$330K -3,044 Closed
BWP
836
BSW Wealth Partners
Colorado
– -$331K -2,996 Closed
CA
837
Cornerstone Advisory
Maryland
– -$330K -2,979 Closed
MLM
838
Mount Lucas Management
Pennsylvania
– -$326K -2,947 Closed
NEGWA
839
New England Guild Wealth Advisors
Connecticut
– -$319K -2,886 Closed
FIM
840
Fernwood Investment Management
Massachusetts
– -$312K -2,819 Closed
GP
841
Geneva Partners
Wisconsin
– -$282K -2,548 Closed
GC
842
Grace Capital
Massachusetts
– -$254K -2,305 Closed
WIP
843
Wellesley Investment Partners
Massachusetts
– -$252K -2,280 Closed
JFA
844
JNBA Financial Advisors
Minnesota
– -$250K -2,263 Closed
MCIA
845
Mountain Capital Investment Advisors
Colorado
– -$250K -2,256 Closed
JG
846
Jefferies Group
New York
– -$247K -2,229 Closed
FIM
847
Frontier Investment Management
Texas
– -$238K -2,154 Closed
MWM
848
Meridian Wealth Management
Kentucky
– -$236K -2,136 Closed
SWM
849
Sequoia Wealth Management
Illinois
– -$232K -2,122 Closed
3C
850
361 Capital
Colorado
– -$226K -2,045 Closed
32 33
34
35 36