TIP icon

iShares TIPS Bond ETF
TIP

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 %
WSFS
376
Wilmington Savings Fund Society
Delaware
$1.12M +$844K +7,637 +303%
AF
377
Apexium Financial
Texas
$1.11M -$361K -3,267 -24%
FAT
378
First American Trust
California
$1.08M -$78.5K -711 -7%
SEIA
379
Signature Estate & Investment Advisors
California
$1.08M -$71K -643 -6%
MFGP
380
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.08M +$6.41K +58 +0.6%
CKAIS
381
Christensen King & Associates Investment Services
Washington
$1.08M -$54.4K -492 -5%
UCFA
382
United Capital Financial Advisors
Texas
$1.07M -$8.55M -77,380 -89%
SWA
383
Stratos Wealth Advisors
Ohio
$1.07M -$349K -3,161 -25%
EIG
384
Ellenbecker Investment Group
Wisconsin
$1.07M -$154K -1,391 -13%
DG
385
DMC Group
Alabama
$1.07M -$720K -6,515 -40%
T
386
TNF
Montana
$1.07M -$31K -286 -3%
CA
387
CWC Advisors
Oregon
$1.06M +$1.06M +9,582 New
ONB
388
Old National Bancorp
Indiana
$1.06M -$253K -2,286 -19%
LA
389
Latitude Advisors
Florida
$1.04M -$182K -1,647 -15%
DAS
390
Dynamic Advisor Solutions
Arizona
$1.04M -$49.2K -445 -5%
SC
391
Sepio Capital
Utah
$1.04M -$27.3K -247 -3%
CNBT
392
Canandaigua National Bank & Trust
New York
$1.03M +$1.03M +9,326 New
PA
393
Pinnacle Associates
New York
$1.02M +$23.3K +217 +2%
GL
394
Graypoint LLC
New York
$1.02M -$16.7K -151 -2%
SJL
395
Shayne & Jacobs LLC
Tennessee
$1.01M – – –
PAM
396
Palisade Asset Management
Minnesota
$1.01M -$11K -100 -1%
SMC
397
Smith, Moore & Co
Missouri
$1.01M -$139K -1,259 -12%
TWM
398
TCFG Wealth Management
California
$1.01M +$1.01M +9,105 New
BOM
399
Bank of Marin
California
$1M +$24.7K +224 +3%
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
$1M +$287K +2,599 +40%
14 15
16
17 18