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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
376
Fund Evaluation Group
Ohio
$1.69M – – –
SCG
377
Sonata Capital Group
Washington
$1.69M – – –
LWA
378
Lineweaver Wealth Advisors
Ohio
$1.68M -$77.7K -721 -4%
AWA
379
Arete Wealth Advisors
Illinois
$1.68M +$517K +4,801 +44%
WA
380
Wambolt & Associates
Colorado
$1.68M -$191K -1,774 -10%
Man Group
381
Man Group
United Kingdom
$1.64M +$1.64M +15,226 New
PPC
382
Park Place Capital
Alabama
$1.62M -$377K -3,500 -19%
CAGAS
383
Capital Advisory Group Advisory Services
Minnesota
$1.61M +$138K +1,280 +9%
RB
384
Renasant Bank
Mississippi
$1.6M -$377K -3,500 -19%
WI
385
Wintrust Investments
Illinois
$1.6M +$47K +437 +3%
WCWM
386
Willow Creek Wealth Management
California
$1.59M +$8.5K +79 +0.5%
CWP
387
Corepath Wealth Partners
Arizona
$1.59M -$2.17M -20,235 -58%
CAM
388
CPA Asset Management
Florida
$1.58M -$68.4K -636 -4%
MAS
389
Madden Advisory Services
Florida
$1.57M -$30.2K -281 -2%
GFWA
390
Grey Fox Wealth Advisors
Delaware
$1.57M +$9.9K +92 +0.6%
FWIA
391
Fort Washington Investment Advisors
Ohio
$1.55M -$35.8K -333 -2%
FWA
392
FOCUS Wealth Advisors
Texas
$1.54M -$12.9K -120 -0.8%
EIG
393
Ellenbecker Investment Group
Wisconsin
$1.54M -$106K -983 -6%
LA
394
LVW Advisors
New York
$1.54M -$530K -4,925 -26%
SSW
395
Stone Summit Wealth
Florida
$1.54M +$48.2K +448 +3%
SGI
396
Summit Global Investments
Utah
$1.53M -$10.9M -101,706 -88%
MC
397
Mathes Company
New York
$1.53M +$1.53M +14,200 New
WP
398
WealthSource Partners
California
$1.53M -$53.5K -497 -3%
BFG
399
Buttonwood Financial Group
Missouri
$1.53M +$1.53M +14,183 New
SC
400
Savant Capital
Illinois
$1.52M +$51.7K +480 +4%
14 15
16
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