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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TW
226
TrinityPoint Wealth
Connecticut
$3.01M 27,265 -1,864 -6%
SWM
227
SigFig Wealth Management
California
$2.99M 27,269 -8,601 -24%
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$2.99M 27,184 -5,387 -17%
WT
229
Washington Trust
Rhode Island
$2.98M 27,015 -6,899 -20%
AWP
230
Ascent Wealth Partners
New York
$2.96M 26,758 -6,508 -20%
BSA
231
Bull Street Advisors
Georgia
$2.93M 26,523 -4,268 -14%
LWM
232
Lyell Wealth Management
California
$2.91M 26,368 +491 +2%
SC
233
Savant Capital
Illinois
$2.91M 26,304 +11,861 +82%
SIC
234
Samalin Investment Counsel
New York
$2.88M 26,055 -668 -2%
GCA
235
Greenwood Capital Associates
South Carolina
$2.85M 25,811 +563 +2%
BNP Paribas Financial Markets
236
BNP Paribas Financial Markets
France
$2.82M 25,512 -8,548 -25%
HI
237
Humankind Investments
New York
$2.82M 25,500 – –
SC
238
Sykon Capital
New York
$2.81M 25,446 -8,671 -25%
KWM
239
Kingsview Wealth Management
Oregon
$2.81M 25,421 -3,184 -11%
SPIA
240
Steward Partners Investment Advisory
New York
$2.79M 25,296 -1,288 -5%
LFG
241
Larson Financial Group
Missouri
$2.75M 24,880 -2,412 -9%
PWM
242
Perigon Wealth Management
California
$2.74M 24,801 -41,461 -63%
BPA
243
Beacon Pointe Advisors
California
$2.74M 24,794 +1,363 +6%
SSA
244
Schonfeld Strategic Advisors
New York
$2.73M 24,727 +24,727 New
DWT
245
Dorsey & Whitney Trust
South Dakota
$2.73M 24,696 +2,510 +11%
CIBC World Market
246
CIBC World Market
Ontario, Canada
$2.71M 24,551 -9 -0%
MA
247
Mutual Advisors
Nebraska
$2.62M 24,093 -1,148 -5%
FPAS
248
Focus Partners Advisor Solutions
Missouri
$2.61M 23,583 +17,420 +283%
AIA
249
Alera Investment Advisors
Illinois
$2.55M 23,096 -998 -4%
FAIM
250
Financial Advocates Investment Management
Washington
$2.54M 19,334 -2,149 -10%
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