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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
401
Financial Engines Advisors
California
$1.38M -$86.5K -805 -6%
PIMG
402
Patriot Investment Management Group
Tennessee
$1.38M -$646K -6,010 -32%
CHC
403
City Holding Co
West Virginia
$1.37M -$245K -2,275 -15%
CAS
404
Coppell Advisory Solutions
Texas
$1.36M +$1.34M +12,455 +5,126%
CCMI
405
Creative Capital Management Investments
California
$1.36M +$1.19M +11,043 +684%
ONB
406
Old National Bancorp
Indiana
$1.36M -$782K -7,275 -37%
CGH
407
CMG Global Holdings
Texas
$1.35M -$47.3K -445 -3%
FFWA
408
Forthright Family Wealth Advisory
Texas
$1.34M +$1.34M +12,510 New
WCWM
409
Willow Creek Wealth Management
California
$1.34M -$263K -2,443 -16%
PP
410
Prosperity Planning
Missouri
$1.34M -$1.34M
AWAU
411
Alliance Wealth Advisors (Utah)
Utah
$1.33M -$4.23M -39,323 -76%
BAM
412
BOS Asset Management
Illinois
$1.33M -$1.16M -10,759 -47%
CKAIS
413
Christensen King & Associates Investment Services
Washington
$1.32M +$1.32M +12,252 New
SS
414
Simplicity Solutions
Minnesota
$1.31M +$318K +2,957 +32%
JWCA
415
J.W. Cole Advisors
Florida
$1.31M -$2.57M -23,913 -66%
SWM
416
Schwallier Wealth Management
Michigan
$1.3M +$1.3M +12,090 New
CBFP
417
Cedar Brook Financial Partners
Ohio
$1.3M -$72K -671 -5%
NSB
418
Norway Savings Bank
Maine
$1.29M +$217K +2,020 +20%
PCA
419
Prosperity Capital Advisors
Ohio
$1.29M -$469K -4,362 -27%
IIA
420
IPG Investment Advisors
California
$1.29M -$32.2K -300 -2%
GJIA
421
Glass Jacobson Investment Advisors
Maryland
$1.28M -$135K -1,260 -10%
EIG
422
Ellenbecker Investment Group
Wisconsin
$1.28M -$163K -1,514 -11%
ACM
423
Arcataur Capital Management
Wisconsin
$1.28M -$18.8K -175 -1%
GEA
424
Glen Eagle Advisors
New Jersey
$1.28M -$20.7K -193 -2%
NF
425
Nikulski Financial
Iowa
$1.27M -$100K -930 -7%