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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.

New
Increased
Maintained
Reduced
Closed
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 %
SSB
376
Sandy Spring Bank
Maryland
$1.74M -$19.6K -189 -1%
SWP
377
Stratos Wealth Partners
Ohio
$1.74M -$105K -1,016 -6%
WF
378
Williams Financial
Vermont
$1.74M +$1.74M +16,767 New
OWA
379
One Wealth Advisors
California
$1.73M +$1.73M +16,724 New
AA
380
Advisory Alpha
Michigan
$1.72M -$376K -3,624 -18%
SFP
381
Sterling Financial Planning
New Jersey
$1.71M +$5.39K +52 +0.3%
PCA
382
Prosperity Capital Advisors
Ohio
$1.69M -$37.3K -360 -2%
GFWA
383
Grey Fox Wealth Advisors
Delaware
$1.69M +$179K +1,727 +12%
IPW
384
Impact Partnership Wealth
Georgia
$1.68M +$629K +6,064 +60%
RB
385
Renasant Bank
Mississippi
$1.66M +$116K +1,116 +7%
PFG
386
PAX Financial Group
Texas
$1.65M +$1.65M +15,929 New
CC
387
Courier Capital
New York
$1.64M -$2.48M -23,882 -60%
KA
388
Kovack Advisors
Florida
$1.64M -$519K -5,001 -24%
FEG
389
Fund Evaluation Group
Ohio
$1.63M – – –
SI
390
Stephens Inc
Arkansas
$1.6M -$301K -2,898 -16%
CFB
391
Cullen/Frost Bankers
Texas
$1.6M -$2.63M -25,367 -62%
RWI
392
Red Wave Investments
Pennsylvania
$1.58M -$1.05M -10,118 -40%
FNBT
393
FineMark National Bank & Trust
Florida
$1.58M -$143K -1,382 -8%
Man Group
394
Man Group
United Kingdom
$1.58M -$1.64M -15,226 Closed
LWA
395
Lineweaver Wealth Advisors
Ohio
$1.58M -$47.8K -461 -3%
PW
396
Peninsula Wealth
California
$1.57M +$148K +1,435 +10%
BJL
397
Brighton Jones LLC
Washington
$1.56M -$539K -5,196 -26%
LA
398
LVW Advisors
New York
$1.56M +$74.5K +718 +5%
CHC
399
City Holding Co
West Virginia
$1.56M -$1.5M -14,487 -49%
WCWM
400
Willow Creek Wealth Management
California
$1.55M +$15K +145 +1%
14 15
16
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