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iShares TIPS Bond ETF
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Overview Fund Activity

650 hedge funds and large institutions have $12.8B invested in iShares TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

Holders
650
Holders Change
+89
Holders Change %
+15.86%
% of All Funds
16.27%
Holding in Top 10
62
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24%
% of All Funds
1.55%
New
132
Increased
269
Reduced
166
Closed
32
Calls
$5.13M
Puts
$99.5M
Net Calls
-$94.4M
Net Calls Change
-$95M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$374M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$449M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$507M
4
QI
4
QS Investors
New York
$170M
5
TCT
5
TIAA CREF Trust
Missouri
$1.53B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.7B
2
ACI
2
AMP Capital Investors
Australia
$179M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$0
4
AP
4
AHL Partners
United Kingdom
$0
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
76
AssetMark Inc
California
$14.7M 129,658 -36,249 -22%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$14.5M 128,300 +3,554 +3%
WCWM
78
Willow Creek Wealth Management
California
$14.4M 127,659 +10,198 +9%
HMC
79
Higher Moment Capital
Massachusetts
$14M 123,407 +123,407 New
RFS
80
Rockefeller Financial Services
New York
$13.9M 122,907 +16,206 +15%
TFA
81
Transamerica Financial Advisors
Florida
$13.8M 121,528 -8,202 -6%
KA
82
Klingman & Associates
New York
$13.6M 119,969 -20,173 -14%
MFS
83
MSI Financial Services
Massachusetts
$13.3M 117,889 +23,066 +24%
AA
84
ALPS Advisors
Colorado
$13.1M 115,355 -71,225 -38%
Stifel Financial
85
Stifel Financial
Missouri
$12.9M 114,451 +5,548 +5%
KL
86
KWMG LLC
Kansas
$12.7M 112,502 +34,985 +45%
SWM
87
SigFig Wealth Management
California
$12.7M 112,105 +112,105 New
GC
88
Garde Capital
Washington
$12.4M 109,263 +18,786 +21%
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
$12M 105,800 – –
G
90
GenTrust
Florida
$12M 105,678 +105,678 New
GC
91
Guggenheim Capital
Illinois
$11.4M 100,791 +15,517 +18%
PAG
92
Private Advisor Group
New Jersey
$10.7M 94,220 +21,344 +29%
FCIM
93
Fairview Capital Investment Management
California
$10.7M 94,751 +1,941 +2%
TCM
94
Twele Capital Management
Minnesota
$10.7M 94,377 +6,250 +7%
FNBTCON
95
First National Bank & Trust Co of Newtown
Pennsylvania
$10.5M 92,469 +2 +0%
RWM
96
Ritholtz Wealth Management
New York
$10.4M 92,026 +92,026 New
AAP
97
Arax Advisory Partners
Colorado
$10.4M 91,461 +91,461 New
VSWA
98
Vontobel Swiss Wealth Advisors
Switzerland
$10.3M 91,407 -1,271 -1%
SGAM
99
Steinberg Global Asset Management
Florida
$10.3M 91,404 +91,404 New
AMG
100
Asset Management Group
Connecticut
$10.3M 90,924 -91 -0.1%
2 3
4
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