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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 %
WF
251
Welch & Forbes
Massachusetts
$2.48M 22,422 +907 +4%
ZF
252
Zhang Financial
Michigan
$2.47M 22,396 -1,993 -8%
TT
253
TI-Trust
Illinois
$2.41M 21,838 -49 -0.2%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$2.41M 21,795 -502,637 -96%
NFG
255
Nations Financial Group
Iowa
$2.37M 21,449 -1,717 -7%
EWA
256
EP Wealth Advisors
California
$2.36M 21,397 -1,016 -5%
RJT
257
Raymond James Trust
Florida
$2.35M 21,268 -1,112 -5%
AAP
258
Arax Advisory Partners
Colorado
$2.34M 21,219 -2,329 -10%
W
259
WealthCollab
Washington
$2.29M 20,770 -451 -2%
IFO
260
Independent Family Office
New York
$2.25M 20,354 +5 +0%
VWA
261
Visionary Wealth Advisors
Illinois
$2.24M 20,286 +235 +1%
Betterment LLC
262
Betterment LLC
New York
$2.24M 20,290 -1,250 -6%
SXL
263
Summit X LLC
Missouri
$2.21M 20,725 -832 -4%
FFA
264
Fortune Financial Advisors
Kansas
$2.17M 19,600 -14 -0.1%
PAMG
265
Patton Albertson Miller Group
Tennessee
$2.16M 19,539 -3,549 -15%
SSW
266
Stone Summit Wealth
Florida
$2.14M 19,332 +989 +5%
CI
267
Cordant Inc
Oregon
$2.14M 19,327 +767 +4%
FA
268
Forefront Analytics
Pennsylvania
$2.11M 19,077 -2,454 -11%
CIAS
269
CFS Investment Advisory Services
New Jersey
$2.09M 18,875 -27,333 -59%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$2.08M 18,848 +462 +3%
EIP
271
Ellis Investment Partners
Pennsylvania
$2.06M 18,688 +19 +0.1%
FHWM
272
Fox Hill Wealth Management
Massachusetts
$2.06M 18,654 -122 -0.6%
CFP
273
Curran Financial Partners
South Carolina
$2.03M 18,377 +145 +0.8%
CFS
274
Cannon Financial Strategists
Georgia
$2M 18,111 -726 -4%
WB
275
WesBanco Bank
West Virginia
$1.97M 17,832 -97 -0.5%
9 10
11
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