TIP icon

iShares TIPS Bond ETF
TIP

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 %
SMFG
251
Sumitomo Mitsui Financial Group
Japan
$3.21M 29,896 -1,356 -4%
FTA
252
Financial & Tax Architects
Missouri
$3.19M 29,713 -34,052 -53%
SFG
253
Sage Financial Group
Pennsylvania
$3.14M 29,250 +6,594 +29%
Barclays
254
Barclays
United Kingdom
$3.13M 29,123 +444 +2%
LHWM
255
Lake Hills Wealth Management
Texas
$3.07M 28,588 +15,099 +112%
TPCW
256
TD Private Client Wealth
New York
$3.04M 28,309 -25,573 -47%
AWA
257
Arete Wealth Advisors
Illinois
$3.04M 28,296 +16,832 +147%
KWM
258
Kingsview Wealth Management
Oregon
$3.03M 28,232 -1,198 -4%
Lido Advisors
259
Lido Advisors
California
$2.95M 27,400 -373 -1%
SFC
260
Strategic Financial Concepts
Texas
$2.94M 27,320 -730 -3%
Legal & General Group
261
Legal & General Group
United Kingdom
$2.9M 26,970 +2,205 +9%
PWP
262
Perfromance Wealth Partners
Illinois
$2.85M 26,480 -1,694 -6%
AAP
263
Arax Advisory Partners
Colorado
$2.83M 26,331 -33 -0.1%
BTI
264
Blue Trust Inc
Georgia
$2.83M 27,268 +26,077 +2,190%
BFA
265
Bragg Financial Advisors
North Carolina
$2.81M 26,179 +1,755 +7%
SIC
266
Samalin Investment Counsel
New York
$2.78M 25,855 -2,886 -10%
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$2.76M 25,723 -8,242 -24%
TC
268
Telemus Capital
Michigan
$2.76M 25,662 -19,008 -43%
PWG
269
Portside Wealth Group
Utah
$2.75M 25,558 +2,023 +9%
HI
270
Humankind Investments
New York
$2.74M 25,500 +25,500 New
FAIM
271
Financial Advocates Investment Management
Washington
$2.73M 24,199 +4,080 +20%
SIA
272
Soltis Investment Advisors
Utah
$2.72M 25,310 +2,663 +12%
NFG
273
Nations Financial Group
Iowa
$2.72M 25,281 -6,391 -20%
WI
274
WBI Investments
New Jersey
$2.71M 25,189 -1,911 -7%
APW
275
Austin Private Wealth
Texas
$2.7M 25,109 +1,416 +6%
9 10
11
12 13