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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$96.1M
2
EW
Evoke Wealth
California
+$85.1M
3
BGDI
BW Gestao de Investimentos
Brazil
+$74.3M
4
BM
Baymount Management
Florida
+$64.9M
5
Barclays
Barclays
United Kingdom
+$62.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$651M
2
Bank of America
Bank of America
North Carolina
-$304M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$281M
4
Jane Street
Jane Street
New York
-$279M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
351
Exencial Wealth Advisors
Oklahoma
$2.74M +$1.07M +10,057 +64%
MPW
352
MGO Private Wealth
California
$2.74M -$252K -2,368 -8%
FFS
353
Founders Financial Securities
Maryland
$2.74M +$390K +3,663 +17%
SAM
354
SignalPoint Asset Management
Missouri
$2.7M -$33.6K -316 -1%
TF
355
Trek Financial
Arizona
$2.68M -$1.62M -15,200 -38%
BAM
356
Belpointe Asset Management
Nevada
$2.63M -$23.8K -224 -0.9%
EDRH
357
Edmond de Rothschild Holding
Switzerland
$2.63M +$2.63M +24,690 New
USAA
358
United Services Automobile Association
Texas
$2.61M -$199K -1,868 -7%
BCM
359
Birmingham Capital Management
Alabama
$2.6M -$585K -5,500 -18%
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$2.58M +$408K +3,832 +19%
AFA
361
American Financial Advisors
Georgia
$2.57M -$194K -1,821 -7%
PMG
362
ProVise Management Group
Florida
$2.57M -$8.07M -75,815 -76%
CSWM
363
Cassady Schiller Wealth Management
Ohio
$2.53M -$2.32M -21,805 -48%
PAG
364
Private Advisor Group
New Jersey
$2.51M -$1.16M -70,613 -32%
LA
365
LVW Advisors
New York
$2.51M -$541K -5,084 -18%
RK
366
Rather & Kittrell
Tennessee
$2.5M -$769K -7,222 -24%
AWE
367
Avidian Wealth Enterprises
Texas
$2.46M +$1.59M +14,909 +181%
MYIA
368
Mount Yale Investment Advisors
Colorado
$2.45M +$378K +3,550 +18%
HPC
369
Hobart Private Capital
North Carolina
$2.44M -$12.6K -118 -0.5%
WPC
370
White Pine Capital
Minnesota
$2.43M -$219K -2,054 -8%
MPW
371
MA Private Wealth
California
$2.41M -$10.1M -95,224 -81%
SHIM
372
Stone House Investment Management
Pennsylvania
$2.41M -$4.96M -46,601 -67%
CIAS
373
CBIZ Investment Advisory Services
Ohio
$2.39M +$2.39M +22,494 New
SC
374
Scotia Capital
Ontario, Canada
$2.39M -$1.96M -18,436 -45%
COI
375
Connable Office Inc
Michigan
$2.35M +$11.9K +112 +0.5%
13 14
15
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