TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

464 hedge funds and large institutions have $6.31B invested in iShares TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+10
Holders Change %
+2.2%
% of All Funds
13.41%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
1.04%
New
48
Increased
127
Reduced
210
Closed
36
Calls
$6.24M
Puts
$3.41M
Net Calls
+$2.84M
Net Calls Change
+$7.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$437M
2
CS
2
Credit Suisse
Switzerland
$135M
3
QI
3
QS Investors
New York
$65.1M
4
TCT
4
TIAA CREF Trust
Missouri
$706M
5
State Street
5
State Street
Massachusetts
$182M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$244M
2
Goldman Sachs
2
Goldman Sachs
New York
$18M
3
HNB
3
Huntington National Bank
Ohio
$26.4M
4
BCM
4
Bluefin Capital Management
New York
$0
5
JIR
5
James Investment Research
Ohio
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Alesco Advisors
New York
$6.43M +$139K +1,239 +2%
Citigroup
102
Citigroup
New York
$6.22M -$2.36M -21,057 -28%
NMIS
103
Northwestern Mutual Investment Services
Wisconsin
$5.8M +$553K +4,929 +11%
ICOA
104
Investment Centers of America
North Dakota
$5.46M +$3.75M +33,447 +218%
AIG
105
American International Group
New York
$5.22M -$891K -7,947 -15%
AAM
106
Autus Asset Management
Arizona
$5.09M -$65.8K -587 -1%
SGK
107
Steigerwald Gordon & Koch
Virginia
$4.98M -$90.3K -813 -2%
VFS
108
VSR Financial Services
Kansas
$4.62M -$283K -2,522 -6%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$4.51M +$5.93K +53 +0.1%
BJ
110
Brouwer & Janachowski
California
$4.46M -$167K -1,488 -4%
MIM
111
Macroview Investment Management
Maryland
$4.46M +$252K +2,245 +6%
CIA
112
Capital Investment Advisors
Georgia
$4.43M -$247K -2,207 -5%
B
113
Baird
Wisconsin
$4.36M -$372K -3,323 -8%
CFB
114
Cullen/Frost Bankers
Texas
$4.33M -$597K -5,326 -12%
FA
115
FCG Advisors
New Jersey
$4.23M -$375K -3,347 -8%
RJA
116
Raymond James & Associates
Florida
$4.23M -$2.47M -22,069 -37%
VNB
117
Valley National Bancorp
New York
$4.06M -$336K -2,995 -8%
Invesco
118
Invesco
Georgia
$4.06M -$6.04M – –
RCAG
119
Rehmann Capital Advisory Group
Michigan
$4.03M -$409K -3,651 -9%
T
120
Thomaspartners
Massachusetts
$3.88M -$154K -1,376 -4%
RBC
121
Ronald Blue & Co
Georgia
$3.88M -$16.9M -150,647 -81%
FM
122
Foster & Motley
Ohio
$3.88M -$536K -4,784 -12%
GIA
123
Granite Investment Advisors
New Hampshire
$3.82M -$330K -2,945 -8%
PWPCM
124
Perella Weinberg Partners Capital Management
New York
$3.77M +$1.49M +13,300 +65%
WCM
125
Windham Capital Management
Massachusetts
$3.73M +$3.73M +33,285 New
3 4
5
6 7