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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 %
GP
251
Greenline Partners
New York
$3.66M 35,246 -6,989 -17%
HIM
252
Hanlon Investment Management
New Jersey
$3.61M 34,820 +34,820 New
FPFS
253
First Personal Financial Services
North Carolina
$3.58M 34,560 -991 -3%
Deutsche Bank
254
Deutsche Bank
Germany
$3.57M 34,427 -2,361 -6%
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$3.52M 33,965 -291,429 -90%
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
– – – –
ECM
257
Evergreen Capital Management
Washington
$3.45M 33,244 +25,276 +317%
FTS
258
Fifth Third Securities
Ohio
$3.42M 32,978 -3,760 -10%
MA
259
Mutual Advisors
Nebraska
$3.41M 32,921 +3,717 +13%
VCP
260
Verus Capital Partners
Arizona
$3.32M 32,017 +392 +1%
MHR
261
Matthew Hamilton Rosenberg
$3.31M 31,911 +30,425 +2,047%
NFG
262
Nations Financial Group
Iowa
$3.29M 31,672 -2,734 -8%
ANTB
263
AMG National Trust Bank
Colorado
$3.25M 31,338 +1,433 +5%
SMFG
264
Sumitomo Mitsui Financial Group
Japan
$3.24M 31,252 +202 +0.7%
EIP
265
Ellis Investment Partners
Pennsylvania
$3.21M 30,989 +199 +0.6%
HFA
266
High Falls Advisors
New York
$3.21M 30,924 +28,380 +1,116%
SFO
267
Stokes Family Office
Louisiana
$3.17M 30,545 +26,574 +669%
MCG
268
McCollum Christoferson Group
New York
$3.14M 30,271 -3,150 -9%
KWM
269
Kingsview Wealth Management
Oregon
$3.05M 29,430 -1,298 -4%
BB
270
Busey Bank
Illinois
$3.03M 29,210 -7,891 -21%
SIC
271
Samalin Investment Counsel
New York
$2.98M 28,741 -15,938 -36%
Barclays
272
Barclays
United Kingdom
$2.98M 28,679 – –
AF
273
Apexium Financial
Texas
$2.96M 28,575 -1,621 -5%
HCC
274
Hirtle Callaghan & Co
Pennsylvania
$2.95M 28,475 +28,475 New
SW
275
SteelPeak Wealth
California
$2.93M 28,247 +28,247 New
9 10
11
12 13