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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 Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
851
Northern Trust
Illinois
$27K 23,380 +442 +2%
WP
852
WealthShield Partners
North Carolina
$26K 221 – –
TCM
853
Tradewinds Capital Management
Washington
$26K 222 – –
ZB
854
Zions Bancorporation
Utah
$25K 211 -2,126 -91%
BWM
855
BerganKDV Wealth Management
Minnesota
$25K 218 – –
LTI
856
Laffer Tengler Investments
Tennessee
$23.3K 200 – –
BAM
857
BTS Asset Management
Massachusetts
$23K 201 – –
FWM
858
Filbrandt Wealth Management
Wisconsin
$23K 203 +203 New
HI
859
Hudock Inc
Pennsylvania
$22K 193 +1 +0.5%
AC
860
AlphaCore Capital
California
$22K 192 +192 New
PMFA
861
Plante Moran Financial Advisors
Michigan
$21K 183 -558 -75%
CDIA
862
Capital Directions Investment Advisors
Georgia
$21K 182 -330 -64%
PFSC
863
Peoples Financial Services Corp
Pennsylvania
$21K 180 – –
RWA
864
Ropes Wealth Advisors
Massachusetts
$21K 176 – –
BAM
865
Bellevue Asset Management
Washington
$21K 180 +180 New
WB
866
West Bancorporation
Iowa
$20K 171 +171 New
TWP
867
TFO Wealth Partners
Ohio
$20K 172 +172 New
ADL
868
Asset Dedication LLC
California
$18K 151 – –
IAS
869
IMA Advisory Services
Colorado
$17K 149 – –
FCMT
870
Founders Capital Management (Texas)
Texas
$16K 140 – –
CAAS
871
Capital Asset Advisory Services
Michigan
$16K 134 +134 New
HWA
872
Heritage Wealth Advisors
Virginia
$15.4K 132 +1 +0.8%
DAM
873
Delta Asset Management
Tennessee
$15K 132 – –
BWA
874
BDO Wealth Advisors
Florida
$15K 125 – –
LIA
875
LS Investment Advisors
Michigan
$15K 125 +125 New
33 34
35
36 37