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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

Holders
1,095
Holders Change
–
Holders Change %
0%
% of All Funds
16.06%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.08B
2
SLI
2
Sumitomo Life Insurance
Japan
$68M
3
BlackRock
3
BlackRock
New York
$3.5B
4
3AM
4
3EDGE Asset Management
Florida
$63M
5
Fidelity International
5
Fidelity International
Bermuda
$119M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$332M
3
AssetMark Inc
3
AssetMark Inc
California
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$434M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
226
Kelly Financial Services
Massachusetts
$3.84M 35,690 +46 +0.1%
IWP
227
Insight Wealth Partners
Texas
$3.83M 35,663 -2,817 -7%
MCC
228
Money Concepts Capital
Florida
$3.82M 35,539 -344 -1%
LPAM
229
Lodestar Private Asset Management
California
$3.82M 35,532 -4,048 -10%
PFM
230
Peak Financial Management
Massachusetts
$3.79M 35,287 -4,699 -12%
NB
231
NBT Bank
New York
$3.77M 35,062 +32,940 +1,552%
TW
232
TrinityPoint Wealth
Connecticut
$3.57M 33,208 -6,936 -17%
FPFS
233
First Personal Financial Services
North Carolina
$3.56M 33,162 -1,398 -4%
SIC
234
Sigma Investment Counselors
Michigan
$3.56M 33,146 +20,505 +162%
FM
235
Foster & Motley
Ohio
$3.56M 33,124 -7,208 -18%
BPA
236
Beacon Pointe Advisors
California
$3.54M 32,951 -3,804 -10%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$3.52M 32,784 -196,011 -86%
BCWM
238
Bartlett & Co Wealth Management
Ohio
$3.52M 32,691 -3,766 -10%
BC
239
Bartlett & Co
Ohio
$3.52M 32,691 -3,766 -10%
ANTB
240
AMG National Trust Bank
Colorado
$3.49M 32,506 +1,168 +4%
FIM
241
Freedom Investment Management
Connecticut
$3.48M 32,374 -4,501 -12%
MA
242
Mutual Advisors
Nebraska
$3.43M 31,912 -1,009 -3%
ECM
243
Evergreen Capital Management
Washington
$3.4M 31,590 -1,654 -5%
EWA
244
Exencial Wealth Advisors
Oklahoma
$3.39M 31,529 +9,082 +40%
ZF
245
Zhang Financial
Michigan
$3.28M 30,499 -6,188 -17%
AI
246
Atria Investments
North Carolina
$3.27M 30,468 -60,225 -66%
FTS
247
Fifth Third Securities
Ohio
$3.26M 30,366 -2,612 -8%
AIS
248
American Investment Services
Massachusetts
$3.26M 30,306 -8,860 -23%
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.23M 30,082 +2,082 +7%
SFO
250
Stokes Family Office
Louisiana
$3.22M 29,945 -600 -2%
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