TIP icon

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 %
CCWA
426
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M -$263K -2,450 -17%
TDWM
427
Topel & Distasi Wealth Management
California
$1.25M +$16.1K +150 +1%
SIAG
428
Safeguard Investment Advisory Group
California
$1.25M -$135K -1,257 -10%
CI
429
Cordant Inc
Oregon
$1.24M -$5.59K -52 -0.4%
TFP
430
Tilia Fiduciary Partners
North Carolina
$1.24M -$923K -8,588 -43%
SC
431
Sepio Capital
Utah
$1.23M +$1.23M +11,410 New
GC
432
Guidance Capital
Kentucky
$1.21M +$7.41K +69 +0.6%
SC
433
Sykon Capital
New York
$1.21M +$1.21M +11,280 New
CFGS
434
Concourse Financial Group Securities
Alabama
$1.21M -$1.74M -16,171 -59%
SSW
435
Stone Summit Wealth
Florida
$1.2M -$115K -1,066 -9%
CL
436
Choreo LLC
Illinois
$1.2M -$5.99M -55,749 -83%
1WA
437
180 Wealth Advisors
Washington
$1.2M +$130K +1,214 +12%
FPAS
438
Focus Partners Advisor Solutions
Missouri
$1.2M +$107K +997 +10%
SFS
439
Sowell Financial Services
Arkansas
$1.2M +$96K +893 +9%
KPWS
440
Kestra Private Wealth Services
Texas
$1.19M -$825K -7,679 -41%
WCM
441
Windsor Capital Management
Arizona
$1.19M -$5.74M -53,376 -83%
SC
442
Savant Capital
Illinois
$1.19M -$156K -1,453 -12%
RWI
443
Red Wave Investments
Pennsylvania
$1.19M -$450K -4,191 -27%
BB
444
Busey Bank
Illinois
$1.18M -$1.96M -18,206 -62%
PAA
445
Peregrine Asset Advisers
Oregon
$1.18M -$130K -1,211 -10%
IWA
446
IVC Wealth Advisors
Pennsylvania
$1.17M -$14.4K -134 -1%
CWP
447
Corepath Wealth Partners
Arizona
$1.17M -$264K -2,472 -18%
ORC
448
O'Rourke & Company
Massachusetts
$1.16M -$117K -1,084 -9%
SQA
449
Simon Quick Advisors
New Jersey
$1.16M +$8.81K +82 +0.8%
LFA
450
LifeGuide Financial Advisors
Pennsylvania
$1.15M +$1.15M +10,718 New