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iShares TIPS Bond ETF
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Overview Fund Activity

1,182 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 265 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+48
Holders Change %
+4.23%
% of All Funds
20.76%
Holding in Top 10
108
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.68%
% of All Funds
1.9%
New
126
Increased
614
Reduced
265
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.38B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$845M
3
BlackRock
3
BlackRock
New York
$3.39B
4
Jane Street
4
Jane Street
New York
$305M
5
LPL Financial
5
LPL Financial
California
$448M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.1M
2
GI
2
Gradient Investments
Minnesota
$253K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$351M
4
WFS
4
Weitzel Financial Services
Iowa
$237K
5
AF
5
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
326
Catawba River Capital
South Carolina
$4.52M +$167K +1,307 +4%
RA
327
RFG Advisory
Alabama
$4.5M +$4.17M +32,622 +1,265%
SIC
328
Samalin Investment Counsel
New York
$4.45M -$842K -6,593 -16%
DAM
329
Derbend Asset Management
Georgia
$4.39M +$176K +1,381 +4%
MFM
330
Mirsky Financial Management
New York
$4.37M +$146K +1,143 +3%
TF
331
Trek Financial
Arizona
$4.34M +$845K +6,615 +24%
CAWM
332
Capital Advisors Wealth Management
Washington
$4.32M +$684K +5,358 +19%
GPA
333
Guidance Point Advisors
Massachusetts
$4.31M +$48.8K +382 +1%
PAMS
334
Pictet Asset Management (Switzerland)
Switzerland
$4.31M +$4.31M +33,730 New
SFO
335
Stokes Family Office
Louisiana
$4.3M +$4.3M +33,670 New
4WM
336
4J Wealth Management
Virginia
$4.29M +$69.2K +542 +2%
FMC
337
Financial Management Concepts
Florida
$4.29M +$350K +2,745 +9%
DTIM
338
Danda Trouve Investment Management
Kansas
$4.29M +$152K +1,191 +4%
PFM
339
Peak Financial Management
Massachusetts
$4.25M +$225K +1,760 +6%
WF
340
Williams Financial
Vermont
$4.21M +$3.47M +27,167 +468%
SWP
341
Summit Wealth Partners
Florida
$4.21M -$296K -2,315 -7%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$4.12M +$1.08M +8,452 +36%
KWM
343
Kingsview Wealth Management
Oregon
$4.1M +$1.23M +9,669 +43%
PWM
344
Perigon Wealth Management
California
$4.09M +$2.72M +21,297 +199%
RIA
345
Regal Investment Advisors
Michigan
$4.07M +$1.42M +11,127 +54%
ACS
346
Archford Capital Strategies
Illinois
$4.02M +$316K +2,473 +9%
SFM
347
Signet Financial Management
New Jersey
$3.99M +$3.99M +31,211 New
WF
348
Welch & Forbes
Massachusetts
$3.98M +$279K +2,183 +8%
FPFS
349
First Personal Financial Services
North Carolina
$3.97M +$165K +1,296 +4%
WB
350
WesBanco Bank
West Virginia
$3.94M +$152K +1,189 +4%
12 13
14
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