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 %
ACP
401
Aviance Capital Partners
Florida
$1M +$884 +8 +0.1%
AAS
402
Ameritas Advisory Services
Nebraska
$997K -$63.6K -576 -6%
PAS
403
Park Avenue Securities
New York
$996K -$9.26M -83,826 -90%
AC
404
AWM Capital
Arizona
$994K +$25.1K +227 +3%
FFA
405
Farther Finance Advisors
California
$987K -$222K -2,010 -18%
JWCA
406
J.W. Cole Advisors
Florida
$972K -$95K -860 -9%
CWM
407
Chemistry Wealth Management
New York
$968K -$14.1K -128 -1%
VCP
408
Verus Capital Partners
Arizona
$965K -$1.01M -9,129 -51%
SS
409
Sunbelt Securities
Texas
$961K -$254K -2,301 -21%
KP
410
Keel Point
Alabama
$957K +$5.41K +49 +0.6%
SC
411
Seldon Capital
California
$941K – – –
HH
412
Hilltop Holdings
Texas
$939K -$295K -2,673 -24%
AI
413
Atria Investments
North Carolina
$938K -$3.39M -30,728 -78%
KPWS
414
Kestra Private Wealth Services
Texas
$933K -$28.3K -256 -3%
RB
415
Renasant Bank
Mississippi
$932K -$331K -3,000 -26%
GAM
416
Gould Asset Management
California
$932K +$18.2K +165 +2%
VR
417
Valued Retirements
Texas
$930K – – –
PPC
418
Park Place Capital
Alabama
$926K -$356K -3,220 -28%
WAG
419
Wallace Advisory Group
California
$925K -$12.6K -118 -1%
FNWA
420
Financial Network Wealth Advisors
Utah
$923K +$317K +2,870 +52%
WA
421
Westfuller Advisors
New York
$921K +$921K +8,337 New
IA
422
IFP Advisors
Florida
$919K +$278K +2,518 +43%
AM
423
Atwater Malick
Pennsylvania
$911K -$92.8K -840 -9%
BIA
424
Bigelow Investment Advisors
Maine
$911K -$19.8K -179 -2%
FIA
425
Foundations Investment Advisors
Arizona
$909K -$12.5M -113,163 -93%
15 16
17
18 19