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TIP Institutional Ownership

iShares TIPS Bond ETF
1W: -0.4% 1M: -2.6% 3M: -4.0% YTD: -5.2% 1Y: -5.5% 3Y: +7.8% 5Y: -4.2%
$104.11
-0.20 (-0.19%)
 
Weekly Expected Move ±0.7%
$103 $103 $104 $105 $106
ETF AMEX · AUM $14.3B

Institutional Ownership — TIP

1,115
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
105
New Positions
432
Increased
364
Reduced
85
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1186 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 24,691,874 2.6B +362,092 +1.5% 15Q SEC ↗
2 MORGAN STANLEY 4,661,443 $485M +341,892 +7.9% 60Q SEC ↗
3 FMR LLC 4,396,041 $458M +3,058 +0.1% 44Q SEC ↗
4 BlackRock, Inc. 2,726,866 $284M +74,682 +2.8% 8Q SEC ↗
5 PRUDENTIAL FINANCIAL INC 2,200,713 $229M +1,956,987 +802.9% 53Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 2,029,684 $211M +68,483 +3.5% 79Q SEC ↗
7 SUMITOMO LIFE INSURANCE CO 1,939,392 $202M +425,937 +28.1% 2Q SEC ↗
8 MATHER GROUP, LLC. 1,782,672 $186M +1,781,848 +216243.7% 2Q SEC ↗
9 UBS Group AG 1,520,787 $158M -142,972 -8.6% 47Q SEC ↗
10 LPL Financial LLC 1,510,026 $157M +107,867 +7.7% 53Q SEC ↗
11 WELLS FARGO & COMPANY/MN 1,421,109 $148M +18,705 +1.3% 90Q SEC ↗
12 CI INVESTMENTS INC. 1,401,739 $146M +234,907 +20.1% 23Q SEC ↗
13 AMERIPRISE FINANCIAL INC 1,237,361 $129M -110,880 -8.2% 16Q SEC ↗
14 GenTrust, LLC 1,132,337 $118M +396,127 +53.8% 22Q SEC ↗
15 ASSETMARK, INC 1,065,087 $111M -16,718 -1.5% 52Q SEC ↗
16 MAI Capital Management 1,025,179 $107M +985,650 +2493.5% 7Q SEC ↗
17 JPMORGAN CHASE & CO 993,101 $103M +327,456 +49.2% 73Q SEC ↗
18 ROYAL BANK OF CANADA 846,902 $88M +54,446 +6.9% 72Q SEC ↗
19 Pictet Asset Management Holding SA 744,300 $77M -747,000 -50.1% 9Q SEC ↗
20 MARTIN & CO INC /TN 656,155 $68M +1,950 +0.3% 6Q SEC ↗
21 WealthNavi Inc. 627,817 $65M -27,119 -4.1% 30Q SEC ↗
22 KEYBANK NATIONAL ASSOCIATION/OH 623,697 $65M +14,662 +2.4% 87Q SEC ↗
23 GOLDMAN SACHS GROUP INC 589,381 $61M +376,079 +176.3% 15Q SEC ↗
24 PARTNERS CAPITAL INVESTMENT GROUP, LLP 574,221 $60M +4,989 +0.9% 35Q SEC ↗
25 HSBC HOLDINGS PLC 565,912 $59M +256,273 +82.8% 83Q SEC ↗
26 Man Group plc 526,056 $55M +164,452 +45.5% 31Q SEC ↗
27 FIL Ltd 516,747 $54M -106,776 -17.1% 45Q SEC ↗
28 Dynasty Wealth Management, LLC 503,950 $52M +18,785 +3.9% 7Q SEC ↗
29 OSAIC HOLDINGS, INC. 499,201 $52M +60,503 +13.8% 26Q SEC ↗
30 Bank of New York Mellon Corp 496,917 $52M +30,242 +6.5% 76Q SEC ↗
31 Quotient Wealth Partners, LLC 491,120 $51M +17,310 +3.7% 11Q SEC ↗
32 PNC Financial Services Group, Inc. 483,505 $50M +27,641 +6.1% 15Q SEC ↗
33 VIEWPOINT INVESTMENT PARTNERS CORP 471,660 $49M +194,100 +69.9% 28Q SEC ↗
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 460,136 $48M +8,703 +1.9% 75Q SEC ↗
35 Cetera Investment Advisers 450,056 $47M +22,618 +5.3% 42Q SEC ↗
36 Cambridge Investment Research Advisors 437,155 $46M +9,356 +2.2% 83Q SEC ↗
37 One Capital Management, LLC 434,073 $45M — +0.0% 12Q SEC ↗
38 TD Waterhouse Canada Inc. 425,671 $44M +46,597 +12.3% 19Q SEC ↗
39 Federation des caisses Desjardins du Q 422,751 $44M +36,815 +9.5% 37Q SEC ↗
40 STIFEL FINANCIAL CORP 413,980 $43M +951 +0.2% 49Q SEC ↗
41 DRW Securities, LLC NEW 411,982 $43M — +0.0% 1Q SEC ↗
42 BALDWIN WEALTH PARTNERS LLC/MA 397,604 $41M +3,371 +0.9% 39Q SEC ↗
43 RAYMOND JAMES FINANCIAL INC 390,367 $41M +31,863 +8.9% 7Q SEC ↗
44 Rock Creek Group LLC 382,595 $40M +2,703 +0.7% 24Q SEC ↗
45 TWO SIGMA INVESTMENTS, LP 371,250 $39M +8,550 +2.4% 6Q SEC ↗
46 CAPITOLIS LIQUID GLOBAL MARKETS LLC 365,000 $38M — +0.0% 2Q SEC ↗
47 Passaic Partners LLC 349,260 $36M +193,664 +124.5% 3Q SEC ↗
48 HighTower Advisors, LLC 339,236 $35M +15,142 +4.7% 69Q SEC ↗
49 Arbor Investment Advisors, LLC 331,302 $34M -1,801 -0.5% 21Q SEC ↗
50 MARSHALL WACE, LLP 310,445 $32M -12,900 -4.0% 11Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
PRUDENTIAL FINANCIAL INC +1,956,987 +802.9% 2,200,713
MATHER GROUP, LLC. +1,781,848 +216243.7% 1,782,672
MAI Capital Management +985,650 +2493.5% 1,025,179
SUMITOMO LIFE INSURANCE CO +425,937 +28.1% 1,939,392
GenTrust, LLC +396,127 +53.8% 1,132,337
GOLDMAN SACHS GROUP INC +376,079 +176.3% 589,381
BANK OF AMERICA CORP /DE +362,092 +1.5% 24,691,874
MORGAN STANLEY +341,892 +7.9% 4,661,443
JPMORGAN CHASE & CO +327,456 +49.2% 993,101
HSBC HOLDINGS PLC +256,273 +82.8% 565,912
CI INVESTMENTS INC. +234,907 +20.1% 1,401,739
Wealthspire Advisors, LLC +196,877 +1299.4% 212,028
VIEWPOINT INVESTMENT PARTNERS CORP +194,100 +69.9% 471,660
Passaic Partners LLC +193,664 +124.5% 349,260
Man Group plc +164,452 +45.5% 526,056
Vertex Investment Solutions Co., Lt +162,300 +350.5% 208,600
Ascent Group, LLC +141,845 +3369.2% 146,055
RENAISSANCE TECHNOLOGIES LLC +109,296 +69.4% 266,800
LPL Financial LLC +107,867 +7.7% 1,510,026
Avior Wealth Management, LLC +101,654 +1731.8% 107,524
Biggest Decreases (20)
HolderReducedChange %Total Shares
Pictet Asset Management Holding SA -747,000 -50.1% 744,300
MANUFACTURERS LIFE INSURANCE COMPAN -303,757 -78.3% 84,313
Deane Retirement Strategies, Inc. -213,880 -99.7% 552
UBS Group AG -142,972 -8.6% 1,520,787
Net Worth Advisory Group -112,379 -97.2% 3,241
AMERIPRISE FINANCIAL INC -110,880 -8.2% 1,237,361
FIL Ltd -106,776 -17.1% 516,747
MERIDIAN MANAGEMENT CO -86,795 -95.7% 3,937
FLOW TRADERS U.S. LLC -83,295 -85.2% 14,489
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -70,850 -27.7% 184,819
Dakota Wealth Management -64,575 -30.8% 144,797
Hilltop Holdings Inc. -51,109 -70.7% 21,143
NEUBERGER BERMAN GROUP LLC -45,591 -50.2% 45,173
RHUMBLINE ADVISERS -44,411 -21.4% 162,984
RFG Advisory, LLC -40,715 -75.9% 12,899
TWO SIGMA SECURITIES, LLC -38,667 -77.9% 10,944
WEALTH ALLIANCE, LLC -33,801 -94.5% 1,985
KPP Advisory Services LLC -30,151 -92.1% 2,604
Ameraudi Asset Management, Inc. -27,399 -31.6% 59,379
WealthNavi Inc. -27,119 -4.1% 627,817

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms