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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 %
PWP
276
Perfromance Wealth Partners
Illinois
$2.92M 28,174 -930 -3%
Manulife (Manufacturers Life Insurance)
277
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.91M 28,000 +10,919 +64%
SFC
278
Strategic Financial Concepts
Texas
$2.91M 28,050 -212 -0.8%
MRC
279
Millburn Ridgefield Corp
New York
$2.88M 27,814 +23,733 +582%
Lido Advisors
280
Lido Advisors
California
$2.88M 27,773 +3,180 +13%
SYBT
281
Stock Yards Bank & Trust
Kentucky
$2.88M 27,741 -3,951 -12%
CFGS
282
Concourse Financial Group Securities
Alabama
$2.84M 27,390 +23,295 +569%
WI
283
WBI Investments
New Jersey
$2.81M 27,100 +2,825 +12%
BHWM
284
Bar Harbor Wealth Management
New Hampshire
$2.81M 27,057 -8,041 -23%
WF
285
Welch & Forbes
Massachusetts
$2.78M 26,805 +104 +0.4%
SCA
286
Snowden Capital Advisors
New York
$2.75M 26,545 -22,040 -45%
AAP
287
Arax Advisory Partners
Colorado
$2.73M 26,364 -5,631 -18%
TF
288
Trek Financial
Arizona
$2.71M 26,118 +12,664 +94%
SHJ
289
Sharkey, Howes & Javer
Colorado
$2.71M 26,099 +26,099 New
EWA
290
EP Wealth Advisors
California
$2.68M 25,820 +24,867 +2,609%
LNC
291
Lincoln National Corp
Pennsylvania
$2.67M 25,711 -675 -3%
SC
292
SouthState Corp
Florida
$2.63M 25,309 -304 -1%
LWM
293
Lyell Wealth Management
California
$2.62M 25,226 -520 -2%
AWM
294
Axxcess Wealth Management
California
$2.57M 24,779 +17,633 +247%
Legal & General Group
295
Legal & General Group
United Kingdom
$2.57M 24,765 +18,505 +296%
BFC
296
Blue Fin Capital
Rhode Island
$2.56M 24,644 -2,580 -9%
GCA
297
Greenwood Capital Associates
South Carolina
$2.55M 24,545 +451 +2%
BFA
298
Bragg Financial Advisors
North Carolina
$2.53M 24,424 +547 +2%
IPW
299
Invictus Private Wealth
Colorado
$2.5M 24,105 +992 +4%
SMC
300
Smith, Moore & Co
Missouri
$2.5M 24,084 -911 -4%
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