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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.46B
2
Charles Schwab
Charles Schwab
California
$524M
3
Barclays
Barclays
United Kingdom
$154M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$662M
5
LPL Financial
LPL Financial
California
$543M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$575M
2
Bank of America
Bank of America
North Carolina
$2.07B
3
Morgan Stanley
Morgan Stanley
New York
$1.3B
4
CIAS
CFS Investment Advisory Services
New Jersey
$3.05M
5
EW
Evoke Wealth
California
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
401
Cypress Wealth Services
California
$2.88M +$1.06M +9,268 +58%
Financial Engines Advisors
402
Financial Engines Advisors
California
$2.88M +$288K +2,531 +11%
EF
403
Empowered Funds
Pennsylvania
$2.79M +$2.79M +24,627 New
RIA
404
Regal Investment Advisors
Michigan
$2.78M -$98.9K -868 -3%
CCM
405
Covington Capital Management
California
$2.78M -$24.7K -217 -0.9%
CIA
406
Capital Investment Advisors
Georgia
$2.75M -$416K -3,651 -13%
EW
407
Evoke Wealth
California
$2.75M -$102M -899,558 -97%
KPWS
408
Kestra Private Wealth Services
Texas
$2.74M +$253K +2,219 +10%
LWAC
409
Laurel Wealth Advisors (California)
California
$2.69M +$311K +2,729 +13%
TF
410
Trek Financial
Arizona
$2.68M +$211K +1,854 +9%
MBTD
411
Mechanics Bank - Trust Department
California
$2.67M +$502K +4,406 +23%
MA
412
Mutual Advisors
Nebraska
$2.65M +$242K +2,127 +10%
SGK
413
Steigerwald Gordon & Koch
Virginia
$2.6M -$70.8K -622 -3%
SFG
414
Sage Financial Group
Pennsylvania
$2.59M +$2.59M +22,700 New
CAGAS
415
Capital Advisory Group Advisory Services
Minnesota
$2.58M -$4.69K -40 -0.2%
AA
416
AlphaMark Advisors
Kentucky
$2.58M -$11.4K -100 -0.4%
SW
417
SVB Wealth
Massachusetts
$2.57M -$126K -1,104 -5%
COI
418
Connable Office Inc
Michigan
$2.57M -$197K -1,728 -7%
SSB
419
Sandy Spring Bank
Maryland
$2.54M +$128K +1,123 +5%
WA
420
Wealth Alliance
New York
$2.54M +$1.1M +9,621 +76%
TGAM
421
TBH Global Asset Management
Tennessee
$2.53M -$212K -1,864 -8%
GEA
422
Glen Eagle Advisors
New Jersey
$2.53M -$816K -7,164 -24%
FPS
423
Fieldpoint Private Securities
Connecticut
$2.53M +$220K +1,930 +10%
CCM
424
Coldstream Capital Management
Washington
$2.52M +$120K +1,052 +5%
SWA
425
Stratos Wealth Advisors
Ohio
$2.52M +$783K +6,869 +45%
15 16
17
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