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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$522M
2
BlackRock
2
BlackRock
New York
$3.31B
3
AssetMark Inc
3
AssetMark Inc
California
$220M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$104M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$183M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$357M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$174M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$4.2M 40,506 -10,633 -21%
FM
227
Foster & Motley
Ohio
$4.18M 40,332 +11,161 +38%
TW
228
TrinityPoint Wealth
Connecticut
$4.16M 40,144 -888 -2%
PFM
229
Peak Financial Management
Massachusetts
$4.15M 39,986 +622 +2%
WB
230
WesBanco Bank
West Virginia
$4.13M 39,861 -2,586 -6%
LPAM
231
Lodestar Private Asset Management
California
$4.11M 39,580 -4,327 -10%
MCC
232
Money Concepts Capital
Florida
$4.08M 35,883 +1,097 +3%
AIS
233
American Investment Services
Massachusetts
$4.06M 39,166 -501 -1%
CS
234
Comerica Securities
Michigan
$4.04M 38,913 +19,390 +99%
EGA
235
E&G Advisors
Texas
$4.02M 38,735 -1,643 -4%
IWP
236
Insight Wealth Partners
Texas
$3.99M 38,480 -1,471 -4%
HGWM
237
Horst & Graben Wealth Management
Oregon
$3.94M 37,947 +37,947 New
BRWA
238
B. Riley Wealth Advisors
Florida
$3.9M 37,630 +10,627 +39%
FIM
239
Freedom Investment Management
Connecticut
$3.82M 36,875 -1,087 -3%
BPA
240
Beacon Pointe Advisors
California
$3.81M 36,755 +2,444 +7%
ZF
241
Zhang Financial
Michigan
$3.81M 36,687 -12,291 -25%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$3.78M 36,457 -2,836 -7%
BC
243
Bartlett & Co
Ohio
$3.78M 36,457 -2,836 -7%
JWCA
244
J.W. Cole Advisors
Florida
$3.74M 36,060 -4,988 -12%
GPA
245
Guidance Point Advisors
Massachusetts
$3.73M 35,992 -1,944 -5%
CFP
246
Curran Financial Partners
South Carolina
$3.72M 35,845 +11,707 +49%
WCM
247
Windham Capital Management
Massachusetts
$3.7M 35,720 -520 -1%
LJAC
248
L.J. Altfest & Co
New York
$3.7M 35,689 +35,689 New
KFS
249
Kelly Financial Services
Massachusetts
$3.7M 35,644 +35,167 +7,373%
CAG
250
Csenge Advisory Group
Florida
$3.66M 35,280 -7,357 -17%
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