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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 %
APW
301
Austin Private Wealth
Texas
$2.46M 23,693 +23,693 New
GCA
302
Guardian Capital Advisors
Ontario, Canada
$2.45M 23,630 +23,630 New
PWG
303
Portside Wealth Group
Utah
$2.44M 23,535 +23,535 New
COI
304
Connable Office Inc
Michigan
$2.4M 23,175 +317 +1%
BAM
305
BOS Asset Management
Illinois
$2.4M 23,099 -1,011 -4%
CW
306
Connectus Wealth
Ohio
$2.39M 23,004 +1,073 +5%
RA
307
RFG Advisory
Alabama
$2.39M 23,015 +11,278 +96%
KFSC
308
Keystone Financial Services (Colorado)
Colorado
$2.38M 22,963 +11,609 +102%
CIAS
309
CFS Investment Advisory Services
New Jersey
$2.38M 22,959 +19,098 +495%
RK
310
Rather & Kittrell
Tennessee
$2.38M 22,936 -392 -2%
IWP
311
Icon Wealth Partners
Texas
$2.38M 22,915 +20,504 +850%
SFG
312
Sage Financial Group
Pennsylvania
$2.35M 22,656 -2,634 -10%
SIA
313
Soltis Investment Advisors
Utah
$2.35M 22,647 -11,047 -33%
NWM
314
Northwest Wealth Management
Iowa
$2.34M 22,582 -1,073 -5%
EWA
315
Exencial Wealth Advisors
Oklahoma
$2.33M 22,447 -1,395 -6%
WAM
316
WNY Asset Management
New York
$2.3M 22,212 -1,715 -7%
SAM
317
SignalPoint Asset Management
Missouri
$2.29M 22,103 -265 -1%
CS
318
Credit Suisse
Switzerland
$2.28M 21,989 -18,011 -45%
AA
319
Alesco Advisors
New York
$2.27M 21,910 -3,187 -13%
PVI
320
Pine Valley Investments
New Jersey
$2.19M 21,162 -946 -4%
OC
321
Oppenheimer & Co
New York
$2.18M 21,011 -1,981 -9%
OFS
322
OneAscent Financial Services
Alabama
$2.18M 20,988 +20,988 New
UCFA
323
United Capital Financial Advisors
Texas
$2.17M 20,948 -6,011 -22%
EWA
324
EverSource Wealth Advisors
Alabama
$2.17M 20,930 -18,093 -46%
PI
325
PFG Investments
New York
$2.17M 20,906 -4,221 -17%
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