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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 %
IWA
426
IVC Wealth Advisors
Pennsylvania
$2.5M -$3.07M -26,972 -55%
RF
427
Resolute Financial
Massachusetts
$2.49M -$46.2K -406 -2%
WA
428
Wambolt & Associates
Colorado
$2.48M +$522K +4,584 +27%
MP
429
McDonald Partners
Ohio
$2.48M -$45.4K -399 -2%
SFG
430
Sovereign Financial Group
Connecticut
$2.48M +$114K +1,001 +5%
OPWM
431
Oxinas Partners Wealth Management
Indiana
$2.45M +$126K +1,105 +5%
WCWM
432
Willow Creek Wealth Management
California
$2.41M +$181K +1,586 +8%
CW
433
Connectus Wealth
Ohio
$2.4M +$550K +4,824 +30%
RTS
434
Round Table Services
New Jersey
$2.4M -$140K -1,231 -6%
MYIA
435
Mount Yale Investment Advisors
Colorado
$2.4M +$365K +3,206 +18%
FNBT
436
FineMark National Bank & Trust
Florida
$2.39M -$6.38K -56 -0.3%
GFPC
437
Global Financial Private Client
Florida
$2.38M -$71.6K -622 -3%
KWS
438
Keystone Wealth Services
California
$2.36M +$384K +3,374 +19%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$2.36M -$194K -1,699 -8%
MAM
440
MMA Asset Management
Pennsylvania
$2.35M -$74.8K -657 -3%
MRC
441
Millburn Ridgefield Corp
New York
$2.35M +$706K +6,197 +43%
NRI
442
NFP Retirement Inc
California
$2.32M -$405K -3,552 -15%
SFA
443
Source Financial Advisors
New York
$2.31M -$132K -1,157 -5%
HI
444
Harbour Investments
Wisconsin
$2.3M +$2.3M +20,204 New
VRM
445
Vectors Research Management
New York
$2.28M +$69.2K +608 +3%
HC
446
HNP Capital
New York
$2.28M +$73.7K +647 +3%
MCM
447
Mattern Capital Management
Colorado
$2.23M -$294K -2,578 -12%
I
448
INVST
Indiana
$2.23M -$24.9M -215,602 -92%
WIA
449
World Investment Advisors
California
$2.23M +$140K +1,189 +7%
DC
450
Davenport & Co
Virginia
$2.21M -$216K -1,892 -9%
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