TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$427M
3
EW
Evoke Wealth
California
$122M
4
SLI
Sumitomo Life Insurance
Japan
$102M
5
3AM
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SWM
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
326
Perissos Private Wealth Management
Oklahoma
$1.5M -$16.2K -147 -1%
PP
327
Prosperity Planning
Missouri
$1.49M -$1.44M -13,501 Closed
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$1.49M -$23.9K -216 -2%
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$1.48M -$47.1K -426 -3%
FCC
330
Florin Court Capital
United Kingdom
$1.43M +$895K +8,100 +169%
SWIG
331
Strategic Wealth Investment Group
Kentucky
$1.42M -$9.68M -87,461 -87%
WS
332
Wedbush Securities
California
$1.41M -$175K -1,585 -11%
BRWA
333
B. Riley Wealth Advisors
Florida
$1.4M -$125K -1,131 -8%
AC
334
Addison Capital
Pennsylvania
$1.39M +$27.9K +253 +2%
Financial Engines Advisors
335
Financial Engines Advisors
California
$1.37M -$18.6K -168 -1%
SFG
336
Sovereign Financial Group
Connecticut
$1.37M +$24.7K +224 +2%
CL
337
Choreo LLC
Illinois
$1.37M -$165K -1,489 -11%
PIMG
338
Patriot Investment Management Group
Tennessee
$1.35M +$19.7K +178 +1%
CGH
339
CMG Global Holdings
Texas
$1.35M -$42.9K -388 -3%
CCMI
340
Creative Capital Management Investments
California
$1.34M -$46.4K -420 -3%
NWM
341
Northwest Wealth Management
Iowa
$1.34M -$108K -975 -7%
SWP
342
Stratos Wealth Partners
Ohio
$1.34M +$994 +9 +0.1%
AFG
343
Atomi Financial Group
New York
$1.33M +$56.5K +511 +4%
Koshinski Asset Management
344
Koshinski Asset Management
Illinois
$1.33M -$78.3K -709 -6%
SIA
345
Soltis Investment Advisors
Utah
$1.33M -$1.52M -13,801 -53%
CFB
346
Cullen/Frost Bankers
Texas
$1.31M -$263K -2,379 -17%
ACM
347
Arcataur Capital Management
Wisconsin
$1.3M -$19.1K -173 -1%
FA
348
Fiducient Advisors
Illinois
$1.28M +$73K +661 +6%
SFP
349
Shepherd Financial Partners
Massachusetts
$1.28M -$27.7K -251 -2%
IPW
350
Invictus Private Wealth
Colorado
$1.28M +$66.6K +603 +6%
12 13
14
15 16