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iShares TIPS Bond ETF
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Overview Fund Activity

470 hedge funds and large institutions have $6.61B invested in iShares TIPS Bond ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
13.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
1.06%
New
46
Increased
165
Reduced
182
Closed
37
Calls
$5.55M
Puts
$3.42M
Net Calls
+$2.13M
Net Calls Change
-$702K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$654M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$79.8M
3
Ameriprise
Ameriprise
Minnesota
$71.8M
4
TCT
TIAA CREF Trust
Missouri
$786M
5
EA
Euclid Advisors
Connecticut
$58.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$121M
2
CS
Credit Suisse
Switzerland
$22.8M
3
IA
IndexIQ Advisors
New York
$0
4
HNB
Huntington National Bank
Ohio
$26M
5
CC
Curian Capital
Colorado
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$3.97M +$222K +1,928 +6%
MSU
127
Maple Securities USA
New Jersey
$3.87M +$3.87M +33,500 New
CSIA
128
Charles Schwab Investment Advisory
California
$3.85M -$22.1M -191,689 -85%
LS
129
Lattice Strategies
Pennsylvania
$3.85M +$189K +1,640 +5%
AP
130
Advisors Preferred
Maryland
$3.79M +$3.79M +32,855 New
TAG
131
Tactical Allocation Group
Michigan
$3.73M +$3.73M +32,355 New
T
132
Thomaspartners
Massachusetts
$3.72M -$269K -2,332 -7%
HPC
133
HM Payson & Co
Maine
$3.71M -$97.1K -842 -3%
LNC
134
Lincoln National Corp
Pennsylvania
$3.71M +$450K +3,904 +14%
DADC
135
D.A. Davidson & Co
Montana
$3.66M +$61.7K +535 +2%
BFA
136
Bragg Financial Advisors
North Carolina
$3.62M -$158K -1,366 -4%
PFM
137
Phillips Financial Management
Indiana
$3.62M +$210K +1,820 +6%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$3.61M +$413K +3,578 +13%
Invesco
139
Invesco
Georgia
$3.56M -$4.06M – –
FM
140
Foster & Motley
Ohio
$3.54M -$454K -3,932 -11%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$3.51M -$28.8K -250 -0.8%
CAN
142
Cetera Advisor Networks
California
$3.51M -$54.9K -475 -2%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$3.4M +$1.52M +13,161 +81%
HFS
144
HL Financial Services
Kentucky
$3.39M +$307K +2,657 +10%
CTC
145
Central Trust Company
Missouri
$3.39M -$236K -2,047 -7%
PAG
146
Private Advisor Group
New Jersey
$3.38M +$116K +1,007 +4%
CAL
147
Capital Analysts LLC
Pennsylvania
$3.36M +$397K +3,444 +13%
VNB
148
Valley National Bancorp
New York
$3.33M -$854K -7,403 -20%
BHWM
149
Bar Harbor Wealth Management
New Hampshire
$3.28M -$178K -1,543 -5%
CPC
150
Cookson Peirce & Co
Pennsylvania
$3.27M +$61.1K +530 +2%
4 5
6
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