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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$522M
2
BlackRock
2
BlackRock
New York
$3.31B
3
AssetMark Inc
3
AssetMark Inc
California
$220M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$104M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$183M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$357M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
Wells Fargo
3
Wells Fargo
California
$174M
4
HNB
4
Huntington National Bank
Ohio
$33.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
351
Mechanics Bank - Trust Department
California
$1.92M -$184K -1,770 -9%
OLVIG
352
Oliver Lagore Vanvalin Investment Group
Michigan
$1.92M -$4.46M -42,979 -70%
PPC
353
Park Place Capital
Alabama
$1.92M +$355K +3,423 +23%
FA
354
Forefront Analytics
Pennsylvania
$1.9M -$210K -2,028 -10%
TT
355
TI-Trust
Illinois
$1.87M +$104K +1,007 +6%
1IA
356
1620 Investment Advisors
Massachusetts
$1.87M -$19.7K -190 -1%
Balyasny Asset Management
357
Balyasny Asset Management
Illinois
$1.87M +$1.87M +18,043 New
FFN
358
Focus Financial Network
Minnesota
$1.85M +$558K +5,376 +43%
CIA
359
Capital Investment Advisors
Georgia
$1.83M -$85K -820 -4%
JCM
360
Jacobi Capital Management
Pennsylvania
$1.82M +$36.6K +353 +2%
AFA
361
American Financial Advisors
Georgia
$1.81M -$228K -2,200 -11%
IAN
362
Integrated Advisors Network
Texas
$1.81M -$430K -4,143 -19%
Northern Trust
363
Northern Trust
Illinois
$1.8M -$1.27M -12,245 -41%
SAG
364
SageView Advisory Group
California
$1.8M -$121K -1,171 -6%
SF
365
Summit Financial
New Jersey
$1.8M -$274K -2,642 -13%
LWM
366
Liberty Wealth Management
California
$1.8M +$1.51M +14,563 +529%
SW
367
SVB Wealth
Massachusetts
$1.78M -$33.4K -322 -2%
PK
368
Pflug Koory
Nebraska
$1.77M – – –
PA
369
Procyon Advisors
Connecticut
$1.76M -$158K -1,520 -8%
AIA
370
Arrow Investment Advisors
Maryland
$1.76M +$1.76M +16,929 New
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$1.75M -$349K -3,367 -17%
CMP
372
Courage Miller Partners
Virginia
$1.75M -$5.5K -53 -0.3%
PAMG
373
Patton Albertson Miller Group
Tennessee
$1.75M -$89.7K -865 -5%
GRP
374
Global Retirement Partners
California
$1.74M +$483K +4,709 +38%
FRA
375
FFG Retirement Advisors
Colorado
$1.74M +$1.74M +16,809 New
13 14
15
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