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iShares TIPS Bond ETF
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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 %
TDWM
351
Topel & Distasi Wealth Management
California
$1.27M -$8.95K -81 -0.7%
GFWA
352
Grey Fox Wealth Advisors
Delaware
$1.27M -$36.6K -331 -3%
IFA
353
Interactive Financial Advisors
Illinois
$1.26M -$46K -416 -4%
EDRH
354
Edmond de Rothschild Holding
Switzerland
$1.25M +$1.25M +11,319 New
BIA
355
Biondo Investment Advisors
Pennsylvania
$1.25M -$221 -2 -0%
GJIA
356
Glass Jacobson Investment Advisors
Maryland
$1.22M -$17.3K -157 -1%
MAS
357
Madden Advisory Services
Florida
$1.22M +$174K +1,579 +17%
SQA
358
Simon Quick Advisors
New Jersey
$1.21M +$6.52K +59 +0.5%
Legacy Financial Group (Iowa)
359
Legacy Financial Group (Iowa)
Iowa
$1.19M -$11.4M -102,886 -90%
EW
360
Evexia Wealth
Wisconsin
$1.19M +$149K +1,364 +14%
PWP
361
Perfromance Wealth Partners
Illinois
$1.19M -$12K -109 -1%
JCM
362
Jacobi Capital Management
Pennsylvania
$1.17M -$151K -1,366 -11%
SB
363
Strategic Blueprint
Georgia
$1.17M +$401K +3,628 +52%
BTI
364
Blue Trust Inc
Georgia
$1.16M -$47.7K -447 -4%
AFA
365
American Financial Advisors
Georgia
$1.15M -$157K -1,420 -12%
FW
366
Fairway Wealth
Ohio
$1.15M +$109K +986 +10%
SF
367
Synovus Financial
Georgia
$1.15M -$217K -1,967 -16%
BAM
368
BOS Asset Management
Illinois
$1.15M -$183K -1,656 -14%
WCWM
369
Willow Creek Wealth Management
California
$1.14M -$197K -1,787 -15%
FFG
370
Fiduciary Financial Group
California
$1.13M -$131K -1,194 -10%
SYBT
371
Stock Yards Bank & Trust
Kentucky
$1.13M -$1.05M -9,546 -48%
FNBT
372
FineMark National Bank & Trust
Florida
$1.13M -$96.8K -876 -8%
SG
373
StoneX Group
New York
$1.13M +$296K +2,676 +35%
PCA
374
Prosperity Capital Advisors
Ohio
$1.13M -$59.5K -539 -5%
1WA
375
180 Wealth Advisors
Washington
$1.13M +$27.4K +248 +2%
13 14
15
16 17