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iShares TIPS Bond ETF
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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WS
276
Wedbush Securities
California
$2.67M -$3.46M -32,140 -56%
WF
277
Welch & Forbes
Massachusetts
$2.66M -$216K -2,013 -8%
FA
278
Fermata Advisors
California
$2.65M +$1.82M +16,964 +220%
LNC
279
Lincoln National Corp
Pennsylvania
$2.65M -$115K -1,066 -4%
CIBC World Market
280
CIBC World Market
Ontario, Canada
$2.65M -$1.71M -15,882 -39%
EWA
281
EP Wealth Advisors
California
$2.61M -$162K -1,509 -6%
SC
282
SouthState Corp
Florida
$2.61M -$112K -1,043 -4%
RMDI
283
R.M. Davis Inc
Maine
$2.6M -$3.51M -32,620 -57%
RJT
284
Raymond James Trust
Florida
$2.6M -$8.75M -81,416 -77%
GCA
285
Greenwood Capital Associates
South Carolina
$2.6M -$42.9K -399 -2%
SYBT
286
Stock Yards Bank & Trust
Kentucky
$2.58M -$399K -3,713 -13%
SCA
287
Snowden Capital Advisors
New York
$2.57M -$285K -2,649 -10%
MHR
288
Matthew Hamilton Rosenberg
$2.53M -$897K -8,345 -26%
FFO
289
Fortitude Family Office
Arizona
$2.52M +$2.52M +23,444 New
EP
290
Edgestream Partners
New Jersey
$2.5M +$2.5M +23,232 New
FHWM
291
Fox Hill Wealth Management
Massachusetts
$2.49M +$2.49M +23,186 New
SC
292
Stephenson & Company
California
$2.49M +$2.49M +23,151 New
LWM
293
Lyell Wealth Management
California
$2.43M -$279K -2,595 -10%
COI
294
Connable Office Inc
Michigan
$2.43M -$60.9K -567 -2%
SMC
295
Smith, Moore & Co
Missouri
$2.41M -$183K -1,704 -7%
VCP
296
Verus Capital Partners
Arizona
$2.4M -$1.04M -9,655 -30%
CW
297
Connectus Wealth
Ohio
$2.38M -$95K -882 -4%
WAM
298
WNY Asset Management
New York
$2.32M -$65.8K -612 -3%
CFP
299
Curran Financial Partners
South Carolina
$2.32M -$1.5M -14,043 -39%
W
300
WealthCollab
Washington
$2.28M +$2.28M +21,237 New
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