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iShares TIPS Bond ETF

959 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 394 increasing their positions, 259 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $980M | Put options by funds: $212M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

52% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 259

11% more funds holding in top 10

Funds holding in top 10: 7078 (+8)

11% more capital invested

Capital invested by funds: $13.4B → $14.9B (+$1.5B)

4% more funds holding

Funds holding: 921959 (+38)

2.72% less ownership

Funds ownership: 64.59%61.87% (-2.7%)

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
19.35%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.57%
New
112
Increased
394
Reduced
259
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Strategic Financial Services
New York
$19.7M +$1.84M +14,613 +10%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$19.7M +$5.26M +41,840 +37%
GC
78
Guggenheim Capital
Illinois
$19.3M -$2.21M -17,567 -10%
Parallax Volatility Advisers
79
Parallax Volatility Advisers
California
$19.3M -$113K -900 -0.6%
I
80
INVST
Indiana
$18.9M +$4.53M +36,057 +32%
TIM
81
Total Investment Management
Arizona
$18.7M +$1.27M +10,101 +7%
MCM
82
MV Capital Management
Maryland
$18.1M +$11M +87,859 +160%
PCIG
83
Partners Capital Investment Group
Massachusetts
$18M +$1.21M +9,622 +7%
JIP
84
Jaffetilchin Investment Partners
Florida
$17.9M -$1.99M -15,805 -10%
DWA
85
Divergent Wealth Advisors
Utah
$17.9M +$10.2M +81,322 +135%
SIC
86
Sigma Investment Counselors
Michigan
$17.3M -$15.5M -123,547 -47%
PFA
87
Paradigm Financial Advisors
Missouri
$17.2M +$12.6M +100,319 +280%
PCP
88
Proficio Capital Partners
Massachusetts
$17M -$10.9M -86,619 -39%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$16.9M +$10.7M +85,142 +176%
PG
90
Proffitt & Goodson
Tennessee
$16.3M -$815K -6,486 -5%
CS
91
Credit Suisse
Switzerland
$16.2M +$5.37M +42,784 +50%
AA
92
Alesco Advisors
New York
$16.1M -$2.3M -18,289 -13%
AAS
93
Avantax Advisory Services
Texas
$16.1M +$5.92M +47,103 +59%
PAG
94
Private Advisor Group
New Jersey
$15.7M +$3.3M +26,234 +27%
NA
95
NewEdge Advisors
Louisiana
$15.5M +$2.6M +20,724 +20%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$15.4M -$3.7M -29,455 -19%
TF
97
TIAA FSB
Florida
$15M +$3.19M +25,387 +27%
JIR
98
James Investment Research
Ohio
$14.8M +$3.82M +30,428 +35%
FBB
99
Fulton Breakefield Broenniman
Maryland
$14.8M +$766K +6,096 +5%
Sumitomo Mitsui Trust Group
100
Sumitomo Mitsui Trust Group
Japan
$14.4M +$7.75M +61,700 +118%