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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$2.23M -$55.9K -519 -2%
FA
327
Forefront Analytics
Pennsylvania
$2.19M -$113K -1,052 -5%
MBTD
328
Mechanics Bank - Trust Department
California
$2.19M -$1.01M -9,346 -32%
BJL
329
Brighton Jones LLC
Washington
$2.18M -$47K -437 -2%
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$2.18M -$259K -2,409 -11%
AA
331
Advisory Alpha
Michigan
$2.17M +$350K +3,253 +19%
4FG
332
4Thought Financial Group
New York
$2.17M +$152K +1,415 +8%
ONB
333
Old National Bancorp
Indiana
$2.16M +$209K +1,942 +11%
SF
334
Summit Financial
New Jersey
$2.15M +$115K +1,071 +6%
SHFP
335
Second Half Financial Partners
Florida
$2.14M +$2.14M +19,884 New
SOS
336
Silver Oak Securities
Tennessee
$2.13M -$3.33M -30,942 -61%
FFA
337
Fortune Financial Advisors
Kansas
$2.12M +$2.12M +19,716 New
AFA
338
American Financial Advisors
Georgia
$2.12M -$265K -2,459 -11%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$2.11M +$2.11M +19,588 New
Betterment LLC
340
Betterment LLC
New York
$2.1M +$111K +1,036 +6%
CS
341
Comerica Securities
Michigan
$2.1M -$226K -2,101 -10%
AIA
342
Arbor Investment Advisors
North Carolina
$2.1M -$8.61K -80 -0.4%
VWA
343
Visionary Wealth Advisors
Illinois
$2.06M -$46.9K -436 -2%
CC
344
Centiva Capital
New York
$2.04M -$6.03M -56,000 -75%
ZIM
345
Zacks Investment Management
Illinois
$2.03M +$33.3K +309 +2%
KFP
346
KMG Fiduciary Partners
Ohio
$2.02M +$205K +1,907 +11%
CSB
347
City State Bank
Iowa
$2.01M – – –
NL
348
NWAM LLC
Washington
$2.01M -$1.26M -11,710 -39%
SAG
349
SageView Advisory Group
California
$1.99M -$581K -5,403 -23%
CA
350
Calton & Associates
Florida
$1.99M -$113K -1,050 -5%
12 13
14
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