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iShares TIPS Bond ETF
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Overview Fund Activity

893 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 435 reducing their positions, and 99 closing their positions.

Holders
893
Holders Change
-32
Holders Change %
-3.46%
% of All Funds
19.73%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.35%
New
78
Increased
239
Reduced
435
Closed
99
Calls
$8.66M
Puts
$12.5M
Net Calls
-$3.86M
Net Calls Change
+$4.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.6B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$992M
3
Charles Schwab
3
Charles Schwab
California
$291M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$143M
5
UBS Group
5
UBS Group
Switzerland
$280M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.7B
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$481M
4
ACI
4
AMP Capital Investors
Australia
$80.9M
5
BlackRock
5
BlackRock
New York
$2B
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
976
Ropes Wealth Advisors
Massachusetts
– – -176 Closed
TWP
977
TFO Wealth Partners
Ohio
– – -172 Closed
HWA
978
Heritage Wealth Advisors
Virginia
– – -132 Closed
LIA
979
LS Investment Advisors
Michigan
– – -125 Closed
HWM
980
Howard Wealth Management
Connecticut
– – -110 Closed
TAM
981
Townsend Asset Management
North Carolina
– – -85 Closed
PP
982
Pacifica Partners
Canada
– – -81 Closed
SIAS
983
Shine Investment Advisory Services
Colorado
– – -72 Closed
CFG
984
CKW Financial Group
Hawaii
– – -54 Closed
VFA
985
Values First Advisors
Tennessee
– – -50 Closed
BBHC
986
Brown Brothers Harriman & Co
New York
– – -42 Closed
TFA
987
Toth Financial Advisory
Virginia
– – -27 Closed
AP
988
Arlington Partners
Alabama
– – -20 Closed
DC
989
DeDora Capital
California
– – -20 Closed
POIA
990
Pin Oak Investment Advisors
Texas
– – -10 Closed
LDFR
991
Lehman & Derafelo Financial Resources
Pennsylvania
– – -8 Closed
LAS
992
Lloyd Advisory Services
Georgia
– – -7 Closed
PCA
993
Providence Capital Advisors
North Carolina
– – -6 Closed
AIL
994
AGF Investments LLC
Ontario, Canada
– – -4 Closed
CHAM
995
Clear Harbor Asset Management
Connecticut
– – -3 Closed
CLOS
996
Compagnie Lombard Odier SCmA
Switzerland
– – – –
UBS AM
997
UBS AM
Illinois
– – – –
TF
998
Trek Financial
Arizona
– – – –
MAM
999
Meeder Asset Management
Ohio
$0 1 +1 New
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40