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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 %
LSIA
301
LaSalle St. Investment Advisors
Illinois
$2.25M -$2.3M -2,138 -51%
IPW
302
Impact Partnership Wealth
Georgia
$2.22M +$482K +4,487 +28%
BRWA
303
B. Riley Wealth Advisors
Florida
$2.2M -$1.84M -17,144 -46%
IPW
304
Invictus Private Wealth
Colorado
$2.19M -$403K -3,751 -16%
SAS
305
Stelac Advisory Services
New York
$2.19M +$694K +6,458 +47%
FFN
306
Focus Financial Network
Minnesota
$2.18M +$262K +2,433 +14%
VWA
307
Visionary Wealth Advisors
Illinois
$2.18M +$158K +1,472 +8%
OLVIG
308
Oliver Lagore Vanvalin Investment Group
Michigan
$2.18M +$185K +1,718 +9%
NL
309
NWAM LLC
Washington
$2.17M -$54.9K -511 -2%
Betterment LLC
310
Betterment LLC
New York
$2.14M +$130K +1,213 +6%
HI
311
Harbour Investments
Wisconsin
$2.14M +$63.4K +590 +3%
PVI
312
Pine Valley Investments
New Jersey
$2.13M -$141K -1,309 -6%
EIP
313
Ellis Investment Partners
Pennsylvania
$2.13M -$1.2M -11,192 -36%
TT
314
TI-Trust
Illinois
$2.13M +$184K +1,709 +9%
FFA
315
Fortune Financial Advisors
Kansas
$2.1M -$26.6K -247 -1%
SXL
316
Summit X LLC
Missouri
$2.1M +$32.6K +303 +2%
FA
317
Forefront Analytics
Pennsylvania
$2.09M +$122K +1,132 +6%
SPC
318
Sigma Planning Corp
Michigan
$2.06M -$2.9M -26,990 -58%
DWG
319
Darden Wealth Group
Michigan
$2.05M +$2.05M +19,114 New
OFS
320
OneAscent Financial Services
Alabama
$2.05M -$207K -1,929 -9%
SAM
321
SignalPoint Asset Management
Missouri
$2.05M -$328K -3,056 -14%
AA
322
Alesco Advisors
New York
$2.05M -$309K -2,873 -13%
USAA
323
United Services Automobile Association
Texas
$2.02M – – –
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$2.02M -$195K -1,813 -9%
WB
325
WesBanco Bank
West Virginia
$2M -$2.29M -21,295 -53%
11 12
13
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