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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 %
CBFP
401
Cedar Brook Financial Partners
Ohio
$1.24M -$56.9K -530 -4%
PCA
402
Prosperity Capital Advisors
Ohio
$1.24M -$48.3K -450 -4%
SC
403
Sepio Capital
Utah
$1.23M – – –
AFG
404
Atomi Financial Group
New York
$1.22M -$456K -4,243 -27%
BAM
405
BOS Asset Management
Illinois
$1.22M -$109K -1,019 -8%
CKAIS
406
Christensen King & Associates Investment Services
Washington
$1.22M -$101K -940 -8%
BTI
407
Blue Trust Inc
Georgia
$1.21M -$1.72M -15,991 -59%
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$1.2M -$85.2K -793 -7%
SVWG
409
Shared Vision Wealth Group
United States
$1.19M +$290K +2,699 +32%
CWM
410
Congress Wealth Management
Massachusetts
$1.19M -$243K -2,263 -17%
GEA
411
Glen Eagle Advisors
New Jersey
$1.18M -$97.2K -905 -8%
GRP
412
Global Retirement Partners
California
$1.18M -$226K -2,103 -16%
AC
413
Addison Capital
Pennsylvania
$1.17M +$298K +2,770 +34%
BIA
414
Biondo Investment Advisors
Pennsylvania
$1.17M +$32.8K +305 +3%
SQA
415
Simon Quick Advisors
New Jersey
$1.16M – – –
PPWM
416
Perissos Private Wealth Management
Oklahoma
$1.15M +$1.15M +10,708 New
AF
417
Advisornet Financial
Minnesota
$1.14M -$433K -4,034 -28%
PAA
418
Peregrine Asset Advisers
Oregon
$1.14M -$42.5K -396 -4%
1WA
419
180 Wealth Advisors
Washington
$1.13M -$72.8K -678 -6%
CFGS
420
Concourse Financial Group Securities
Alabama
$1.13M -$78.2K -728 -6%
CHC
421
City Holding Co
West Virginia
$1.13M -$241K -2,246 -18%
DAS
422
Dynamic Advisor Solutions
Arizona
$1.12M -$649K -6,045 -37%
NF
423
Nikulski Financial
Iowa
$1.12M -$144K -1,340 -11%
WAG
424
Wallace Advisory Group
California
$1.12M +$889K +8,274 +383%
MFG
425
Merit Financial Group
Georgia
$1.12M +$463K +4,368 +71%
15 16
17
18 19