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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
3
Evoke Wealth
California
$131M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$500M
2
CWM
2
Campbell Wealth Management
Virginia
$215K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
376
Cordant Inc
Oregon
$1.42M +$176K +1,638 +14%
SF
377
Synovus Financial
Georgia
$1.41M -$26.5K -247 -2%
GFWA
378
Grey Fox Wealth Advisors
Delaware
$1.4M -$79.5K -740 -5%
RB
379
Renasant Bank
Mississippi
$1.39M -$97.9K -911 -7%
SFG
380
Sovereign Financial Group
Connecticut
$1.38M -$12.9K -120 -0.9%
Financial Engines Advisors
381
Financial Engines Advisors
California
$1.37M -$13.6K -127 -1%
CCMI
382
Creative Capital Management Investments
California
$1.37M +$5.69K +53 +0.4%
CGH
383
CMG Global Holdings
Texas
$1.36M -$2.15K -20 -0.2%
NSB
384
Norway Savings Bank
Maine
$1.36M +$74.2K +691 +6%
PP
385
Prosperity Planning
Missouri
$1.35M -$1.34M – –
ONB
386
Old National Bancorp
Indiana
$1.35M -$2.9K -27 -0.2%
SFP
387
Shepherd Financial Partners
Massachusetts
$1.34M -$144K -1,343 -10%
IIA
388
IPG Investment Advisors
California
$1.33M +$47K +438 +4%
MBTD
389
Mechanics Bank - Trust Department
California
$1.32M -$421K -3,920 -24%
PIMG
390
Patriot Investment Management Group
Tennessee
$1.31M -$65.3K -608 -5%
JCM
391
Jacobi Capital Management
Pennsylvania
$1.31M -$470K -4,373 -26%
WCWM
392
Willow Creek Wealth Management
California
$1.31M -$36.6K -341 -3%
PBF
393
Petix & Botte Financial
California
$1.3M +$1.3M +12,108 New
ACM
394
Arcataur Capital Management
Wisconsin
$1.28M – – –
SS
395
Sunbelt Securities
Texas
$1.28M -$3.66M -34,116 -74%
EIG
396
Ellenbecker Investment Group
Wisconsin
$1.26M -$20.7K -193 -2%
IFA
397
Interactive Financial Advisors
Illinois
$1.26M +$387K +3,601 +44%
TDWM
398
Topel & Distasi Wealth Management
California
$1.25M – – –
LA
399
Latitude Advisors
Florida
$1.25M +$199K +1,856 +19%
JWCA
400
J.W. Cole Advisors
Florida
$1.24M -$63.1K -588 -5%
14 15
16
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