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iShares TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
401
Goodwin Investment Advisory
Georgia
$1.54M -$230K -2,214 -13%
MWM
402
Meridian Wealth Management
Kentucky
$1.53M +$453K +4,370 +42%
AAS
403
Ameritas Advisory Services
Nebraska
$1.52M +$599K +5,802 +65%
CAM
404
CPA Asset Management
Florida
$1.52M +$3.63K +35 +0.2%
PMG
405
ProVise Management Group
Florida
$1.52M -$632K -6,091 -29%
WI
406
Wintrust Investments
Illinois
$1.52M -$23.3K -225 -2%
SFG
407
Sovereign Financial Group
Connecticut
$1.5M -$347K -3,347 -19%
BFG
408
Buttonwood Financial Group
Missouri
$1.49M +$38.1K +372 +3%
FWA
409
FOCUS Wealth Advisors
Texas
$1.49M
CCWA
410
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M -$789K -7,608 -35%
TLFA
411
True Link Financial Advisors
California
$1.46M
SAS
412
Stelac Advisory Services
New York
$1.44M +$288K +2,770 +25%
CAGAS
413
Capital Advisory Group Advisory Services
Minnesota
$1.43M -$120K -1,159 -8%
HF
414
HRT Financial
New York
$1.43M +$495K +4,778 +53%
Financial Engines Advisors
415
Financial Engines Advisors
California
$1.42M +$28.8K +278 +2%
SB
416
Strategic Blueprint
Georgia
$1.41M +$921K +8,879 +188%
LHWM
417
Lake Hills Wealth Management
Texas
$1.4M -$5.81K -56 -0.4%
EIG
418
Ellenbecker Investment Group
Wisconsin
$1.4M -$90.1K -869 -6%
CWP
419
Corepath Wealth Partners
Arizona
$1.39M -$147K -1,423 -10%
SF
420
Synovus Financial
Georgia
$1.38M -$69.2K -667 -5%
GJIA
421
Glass Jacobson Investment Advisors
Maryland
$1.37M -$519K -5,004 -27%
CGH
422
CMG Global Holdings
Texas
$1.36M -$27K -260 -2%
WFG
423
Wills Financial Group
Virginia
$1.35M -$1.24M -11,991 -48%
FWIA
424
Fort Washington Investment Advisors
Ohio
$1.35M -$145K -1,400 -10%
PP
425
Prosperity Planning
Missouri
$1.34M -$1.35M