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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
BlackRock
1
BlackRock
New York
$2.34B +$109M +869,954 +5%
Bank of America
2
Bank of America
North Carolina
$2.11B +$207M +1,646,659 +11%
Morgan Stanley
3
Morgan Stanley
New York
$1.14B +$143M +1,136,054 +14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$706M -$13.1M -104,450 -2%
UBS Group
5
UBS Group
Switzerland
$540M +$73.5M +585,135 +16%
Charles Schwab
6
Charles Schwab
California
$453M -$7.94M -63,177 -2%
PCA
7
Personal Capital Advisors
California
$408M +$20.6M +163,931 +5%
LPL Financial
8
LPL Financial
California
$368M +$24.9M +198,311 +7%
Wells Fargo
9
Wells Fargo
California
$337M +$35.5M +282,284 +12%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$279M +$58.3M +464,269 +27%
JP Morgan Chase
11
JP Morgan Chase
New York
$263M +$161M +1,279,420 +162%
Jane Street
12
Jane Street
New York
$245M +$161M +1,283,225 +197%
State Street
13
State Street
Massachusetts
$199M -$4.12M -32,769 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$197M +$4.11M +32,708 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$175M -$28.9M -229,980 -14%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$168M +$6.45M +51,350 +4%
Ameriprise
17
Ameriprise
Minnesota
$144M -$7.37M -58,664 -5%
Goldman Sachs
18
Goldman Sachs
New York
$137M +$84.9M +676,121 +166%
Fidelity International
19
Fidelity International
Bermuda
$121M +$4.58M +36,490 +4%
MMI
20
Matson Money Inc
Ohio
$116M -$3.31M -26,376 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$106M +$13.3M +105,874 +14%
Osaic Holdings
22
Osaic Holdings
Arizona
$102M -$6.39M -50,906 -6%
Man Group
23
Man Group
United Kingdom
$88.2M +$23.2M +184,326 +36%
KeyBank National Association
24
KeyBank National Association
Ohio
$79.2M +$23.7M +188,510 +43%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$77.3M +$2.31M +18,354 +3%