We are live on ! Find out more
TIP icon

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
BOS
101
Bingham Osborn & Scarborough
California
$14.2M +$8.79K +70 +0.1%
EDRH
102
Edmond de Rothschild Holding
Switzerland
$14.1M +$1.45M +11,571 +12%
CL
103
CIM LLC
New York
$13.7M +$13.7M +109,234 New
ACI
104
Alpha Cubed Investments
California
$13M +$173K +1,381 +1%
BB
105
Busey Bank
Illinois
$12.8M +$61.4K +489 +0.5%
Franklin Resources
106
Franklin Resources
California
$12.6M +$2.01M +16,037 +19%
KAS
107
Kestra Advisory Services
Texas
$12.3M +$12.2M +97,267 New
GEM
108
Global Endowment Management
North Carolina
$12.1M +$5.84M +46,500 +94%
SPIA
109
Steward Partners Investment Advisory
New York
$12.1M +$3.48M +27,686 +41%
SWP
110
Stratos Wealth Partners
Ohio
$12M +$932K +7,423 +9%
RAM
111
Riggs Asset Management
Pennsylvania
$12M +$2.89M +23,028 +35%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$11.9M +$2M +15,905 +20%
UCFA
113
United Capital Financial Advisors
Texas
$11.5M -$4.52M -36,006 -28%
ZF
114
Zhang Financial
Michigan
$11.5M +$239K +1,904 +2%
FNBTCON
115
First National Bank & Trust Co of Newtown
Pennsylvania
$11.5M +$147K +1,173 +1%
PWAG
116
Polaris Wealth Advisory Group
California
$11.3M -$3.75M -29,874 -25%
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$10.8M +$10.7M +85,000 New
IAN
118
Integrated Advisors Network
Texas
$10.6M -$362K -2,884 -3%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$10.5M -$4.08M -32,495 -91%
TC
120
Telemus Capital
Michigan
$10.4M -$1.4M -11,161 -12%
AMG
121
Asset Management Group
Connecticut
$10.3M -$122K -975 -1%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$10.2M +$2.52M +20,056 +33%
DADC
123
D.A. Davidson & Co
Montana
$10M +$660K +5,251 +7%
MWM
124
Moulton Wealth Management
Washington
$9.99M +$3.59M +28,542 +56%
Mariner
125
Mariner
Kansas
$9.85M +$57.2K +455 +0.6%