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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 %
HPM
426
Hoxton Planning & Management
West Virginia
$1.34M +$453K +4,370 +51%
SIAG
427
Safeguard Investment Advisory Group
California
$1.34M -$16.4K -158 -1%
SIS
428
Strategic Investment Solutions
Illinois
$1.33M +$1.31M +12,400 +6,200%
CBFP
429
Cedar Brook Financial Partners
Ohio
$1.32M +$10.5K +101 +0.8%
NF
430
Nikulski Financial
Iowa
$1.32M -$84.6K -816 -6%
SIC
431
Sigma Investment Counselors
Michigan
$1.31M +$794K +7,655 +154%
BHWM
432
Bay Harbor Wealth Management
Maryland
$1.31M +$1.31M +12,627 New
SC
433
Savant Capital
Illinois
$1.3M -$168K -1,624 -11%
AFG
434
Atomi Financial Group
New York
$1.3M -$51.9K -500 -4%
CCFCSB
435
Cape Cod Five Cents Savings Bank
Massachusetts
$1.29M +$729K +7,033 +131%
SSW
436
Stone Summit Wealth
Florida
$1.27M -$213K -2,058 -14%
IIA
437
IPG Investment Advisors
California
$1.27M
WP
438
WealthSpring Partners
California
$1.27M -$156K -1,501 -11%
PAA
439
Peregrine Asset Advisers
Oregon
$1.26M +$1.26M +12,177 New
ACM
440
Arcataur Capital Management
Wisconsin
$1.25M -$14.8K -143 -1%
GEA
441
Glen Eagle Advisors
New Jersey
$1.25M -$17.5K -169 -1%
PFA
442
Pettinga Financial Advisors
Indiana
$1.25M +$969K +9,338 +349%
BFEC
443
Benjamin F. Edwards & Company
Missouri
$1.24M +$423K +4,074 +52%
Principal Financial Group
444
Principal Financial Group
Iowa
$1.24M +$1.24M +11,972 New
SC
445
Scotia Capital
Ontario, Canada
$1.24M -$954K -9,194 -44%
I
446
INVST
Indiana
$1.23M +$1.23M +11,878 New
ORC
447
O'Rourke & Company
Massachusetts
$1.23M -$57.4K -553 -4%
CT
448
Coastline Trust
Rhode Island
$1.23M -$1.72M -16,587 -58%
Vontobel Holding
449
Vontobel Holding
Switzerland
$1.22M +$366K +3,526 +43%
GC
450
Gibson Capital
Pennsylvania
$1.22M +$104 +1 +0%