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iShares TIPS Bond ETF

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SXL
276
Summit X LLC
Missouri
$2.3M +$123K +1,147 +6%
Betterment LLC
277
Betterment LLC
New York
$2.3M +$124K +1,159 +6%
FA
278
Forefront Analytics
Pennsylvania
$2.3M +$244K +2,281 +12%
WF
279
Welch & Forbes
Massachusetts
$2.3M -$40.2K -376 -2%
FAIM
280
Financial Advocates Investment Management
Washington
$2.29M +$357K +3,344 +18%
FEG
281
Fund Evaluation Group
Ohio
$2.28M
W
282
WealthCollab
Washington
$2.27M -$641 -6 -0%
IWC
283
Integrated Wealth Concepts
Massachusetts
$2.26M -$345K -3,235 -13%
TWM
284
TSA Wealth Management
Texas
$2.25M +$316K +2,963 +16%
PWG
285
Portside Wealth Group
Utah
$2.23M +$431K +4,033 +24%
SC
286
SouthState Corp
Florida
$2.21M -$130K -1,217 -6%
BTWM
287
Brass Tax Wealth Management
Ohio
$2.18M -$209K -1,954 -9%
SW
288
SteelPeak Wealth
California
$2.18M +$3.31K +31 +0.2%
IFO
289
Independent Family Office
New York
$2.17M -$747K -7,000 -26%
TPCW
290
TD Private Client Wealth
New York
$2.17M -$199K -1,865 -8%
VWA
291
Visionary Wealth Advisors
Illinois
$2.14M -$30.1K -282 -1%
RL
292
Retireful LLC
Michigan
$2.13M +$2.13M +19,956 New
SYBT
293
Stock Yards Bank & Trust
Kentucky
$2.11M +$9.4K +88 +0.4%
FFA
294
Fortune Financial Advisors
Kansas
$2.09M +$13.7K +128 +0.7%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$2.08M -$321K -3,010 -13%
AIS
296
American Investment Services
Massachusetts
$2.01M -$1.2M -11,209 -37%
CFS
297
Cannon Financial Strategists
Georgia
$2.01M +$415K +3,889 +26%
FHWM
298
Fox Hill Wealth Management
Massachusetts
$2M -$21.6K -202 -1%
EIP
299
Ellis Investment Partners
Pennsylvania
$1.99M +$26.7K +250 +1%
CI
300
Cordant Inc
Oregon
$1.98M +$573K +5,366 +41%