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iShares TIPS Bond ETF

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
16.05%
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
Name Holding Trade Value Shares
Change
Shares
Change %
OC
326
Oppenheimer & Co
New York
$1.99M -$264K -2,458 -12%
NWM
327
Northwest Wealth Management
Iowa
$1.99M -$433K -4,029 -18%
DG
328
DMC Group
Alabama
$1.98M -$262K -2,434 -12%
PI
329
PFG Investments
New York
$1.98M -$272K -2,526 -12%
CSB
330
City State Bank
Iowa
$1.96M -$49K -456 -2%
CA
331
Calton & Associates
Florida
$1.95M +$1.46M +13,597 +300%
RWP
332
RWA Wealth Partners
Massachusetts
$1.94M +$1.55M +14,392 +395%
BFC
333
Blue Fin Capital
Rhode Island
$1.94M -$712K -6,626 -27%
Koshinski Asset Management
334
Koshinski Asset Management
Illinois
$1.9M -$200K -1,865 -10%
SFP
335
Sterling Financial Planning
New Jersey
$1.89M +$118K +1,094 +7%
1IA
336
1620 Investment Advisors
Massachusetts
$1.88M -$57.5K -535 -3%
EGA
337
E&G Advisors
Texas
$1.88M -$2.29M -21,285 -55%
AWE
338
Avidian Wealth Enterprises
Texas
$1.86M +$1.25M +11,626 +206%
OWA
339
One Wealth Advisors
California
$1.82M +$24.4K +227 +1%
KFP
340
KMG Fiduciary Partners
Ohio
$1.82M -$332K -3,085 -15%
SW
341
SVB Wealth
Massachusetts
$1.82M -$24.2K -225 -1%
CMP
342
Courage Miller Partners
Virginia
$1.82M
FW
343
Fairway Wealth
Ohio
$1.81M +$1.81M +16,881 New
TWM
344
TSA Wealth Management
Texas
$1.81M +$1.81M +16,822 New
PK
345
Pflug Koory
Nebraska
$1.81M -$26.9K -250 -1%
CIA
346
Capital Investment Advisors
Georgia
$1.8M -$88.9K -827 -5%
RA
347
RFG Advisory
Alabama
$1.8M -$677K -6,297 -27%
Renaissance Technologies
348
Renaissance Technologies
New York
$1.78M +$1.78M +16,600 New
JCM
349
Jacobi Capital Management
Pennsylvania
$1.78M -$110K -1,023 -6%
EWMCB
350
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.78M +$1.51M +14,069 +570%