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iShares TIPS Bond ETF

1,009 hedge funds and large institutions have $9.37B invested in iShares TIPS Bond ETF in 2026 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 360 increasing their positions, 324 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

11% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 324

8% more capital invested

Capital invested by funds: $8.71B → $9.37B (+$657M)

2.85% more ownership

Funds ownership: 64.02%66.86% (+2.8%)

3% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $32.2M

0% more funds holding

Funds holding: 1,0051,009 (+4)

Holders
1,009
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
12.43%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.53%
New
93
Increased
360
Reduced
324
Closed
69
Calls
$33.2M
Puts
$32.2M
Net Calls
+$935K
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.69B +$413M +3,729,751 +18%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$485M -$131M -1,181,735 -21%
Morgan Stanley
3
Morgan Stanley
New York
$477M +$5.72M +51,702 +1%
BlackRock
4
BlackRock
New York
$293M +$3.55M +32,070 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$216M -$8.73M -78,848 -4%
UBS Group
6
UBS Group
Switzerland
$184M +$3.39M +30,665 +2%
SLI
7
Sumitomo Life Insurance
Japan
$167M +$168M +1,513,455 New
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$165M +$23.8M +214,700 +17%
Wells Fargo
9
Wells Fargo
California
$155M +$23.7M +213,916 +18%
LPL Financial
10
LPL Financial
California
$155M +$15.7M +141,881 +11%
Ameriprise
11
Ameriprise
Minnesota
$149M +$52.8M +477,270 +55%
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$129M +$28.8M +260,055 +29%
AssetMark Inc
13
AssetMark Inc
California
$119M -$2.95M -26,697 -2%
EW
14
Evoke Wealth
California
$115M +$1.14M +10,272 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$87.5M -$1.91M -17,252 -2%
G
16
GenTrust
Florida
$81.2M +$4.5M +40,685 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$73.5M -$260K -2,350 -0.4%
WI
18
WealthNavi Inc
Japan
$72.3M -$4.16M -37,596 -5%
MC
19
Martin & Co
Tennessee
$72.2M +$2.15M +19,450 +3%
Fidelity International
20
Fidelity International
Bermuda
$68.8M +$14.3M +129,098 +26%
KeyBank National Association
21
KeyBank National Association
Ohio
$67.2M -$2.89M -26,156 -4%
PCIG
22
Partners Capital Investment Group
Massachusetts
$62.8M -$16.9M -153,037 -21%
DWM
23
Dynasty Wealth Management
Florida
$53.5M +$2.31M +20,861 +4%
QWP
24
Quotient Wealth Partners
Texas
$52.3M +$2.12M +19,162 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$51.5M +$154K +1,391 +0.3%