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iShares TIPS Bond ETF

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
301
Meridian Wealth Partners
Pennsylvania
$3.55M -$53.4K -502 -1%
Koshinski Asset Management
302
Koshinski Asset Management
Illinois
$3.53M -$640K -6,010 -15%
KA
303
Kovack Advisors
Florida
$3.49M -$304K -2,860 -8%
GWSA
304
Global Wealth Strategies & Associates
Colorado
$3.49M +$3.49M +32,770 New
LNC
305
Lincoln National Corp
Pennsylvania
$3.49M -$778K -7,314 -18%
EC
306
Estate Counselors
Wisconsin
$3.49M -$16.1M -151,708 -82%
SMFG
307
Sumitomo Mitsui Financial Group
Japan
$3.45M -$2.78M -26,139 -45%
PWP
308
Perfromance Wealth Partners
Illinois
$3.41M -$213K -1,999 -6%
OC
309
Oppenheimer & Co
New York
$3.41M -$7.73M -72,628 -69%
AF
310
Apexium Financial
Texas
$3.39M -$87K -817 -3%
TAM
311
Tocqueville Asset Management
New York
$3.38M -$309K -2,900 -8%
AA
312
Alesco Advisors
New York
$3.36M -$6.2M -58,289 -65%
SW
313
SteelPeak Wealth
California
$3.35M -$4.43M -41,618 -57%
EIP
314
Ellis Investment Partners
Pennsylvania
$3.35M -$157K -1,479 -4%
SC
315
SouthState Corp
Florida
$3.34M -$520K -4,881 -13%
VCM
316
Virtue Capital Management
Tennessee
$3.32M -$5.37M -50,441 -62%
SIAG
317
Safeguard Investment Advisory Group
California
$3.28M -$363K -3,410 -10%
ACS
318
Archford Capital Strategies
Illinois
$3.27M +$75.1K +706 +2%
BMCM
319
Burns Matteson Capital Management
New York
$3.25M -$15.9M -149,133 -83%
NWM
320
NEIRG Wealth Management
Massachusetts
$3.22M +$3.22M +30,223 New
AF
321
Allworth Financial
California
$3.2M -$235K -2,208 -7%
LWM
322
Lyell Wealth Management
California
$3.19M -$2.34M -21,963 -42%
LJAC
323
L.J. Altfest & Co
New York
$3.18M +$3.18M +29,864 New
TWP
324
TFO Wealth Partners
Ohio
$3.13M +$3.13M +36,878 +131,707%
BAM
325
BOS Asset Management
Illinois
$3.11M +$3.11M +29,236 New