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iShares TIPS Bond ETF

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
351
Perissos Private Wealth Management
Oklahoma
$1.47M +$324K +3,038 +28%
CL
352
Choreo LLC
Illinois
$1.46M +$395K +3,732 +37%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$1.46M -$3.31K -31 -0.2%
BFG
354
Beacon Financial Group
Texas
$1.46M +$450K +4,218 +45%
PP
355
Prosperity Planning
Missouri
$1.44M +$1.44M +13,501 New
OC
356
Oppenheimer & Co
New York
$1.42M -$1.21M -11,288 -46%
AF
357
Apexium Financial
Texas
$1.42M -$162K -1,519 -10%
CCC
358
Chesapeake Capital Corp
Florida
$1.41M -$1.49M -13,982 -51%
APW
359
Austin Private Wealth
Texas
$1.4M -$34.1K -319 -2%
SF
360
Summit Financial
New Jersey
$1.4M -$152K -1,424 -10%
NWM
361
Northwest Wealth Management
Iowa
$1.4M -$115K -1,074 -8%
Northern Trust
362
Northern Trust
Illinois
$1.4M +$1.4M +13,076 New
CA
363
Calton & Associates
Florida
$1.39M -$334K -3,129 -19%
FFWA
364
Forthright Family Wealth Advisory
Texas
$1.38M -$73.6K -689 -5%
SWA
365
Stratos Wealth Advisors
Ohio
$1.37M +$522K +4,889 +61%
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
$1.36M -$120K -1,119 -8%
Financial Engines Advisors
367
Financial Engines Advisors
California
$1.35M -$15.9K -149 -1%
CCMI
368
Creative Capital Management Investments
California
$1.34M -$14.4K -135 -1%
CGH
369
CMG Global Holdings
Texas
$1.34M -$13.3K -125 -1%
Simplex Trading
370
Simplex Trading
Illinois
$1.33M +$1.33M +12,417 New
SF
371
Synovus Financial
Georgia
$1.32M -$74.9K -701 -5%
GRP
372
Global Retirement Partners
California
$1.32M +$147K +1,380 +13%
AC
373
Addison Capital
Pennsylvania
$1.31M +$146K +1,368 +13%
SFG
374
Sovereign Financial Group
Connecticut
$1.3M -$75.3K -705 -5%
WCWM
375
Willow Creek Wealth Management
California
$1.29M -$6.09K -57 -0.5%