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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 %
SIAG
426
Safeguard Investment Advisory Group
California
$1.09M -$153K -1,429 -12%
FHB
427
First Hawaiian Bank
Hawaii
$1.09M -$4.19K -39 -0.4%
PFS
428
Prospera Financial Services
Texas
$1.08M -$690K -6,421 -39%
CL
429
Choreo LLC
Illinois
$1.08M -$117K -1,086 -10%
RWI
430
Red Wave Investments
Pennsylvania
$1.08M -$107K -997 -9%
SB
431
Strategic Blueprint
Georgia
$1.08M -$367K -3,418 -25%
AAS
432
Ameritas Advisory Services
Nebraska
$1.07M +$11.3K +106 +1%
KPWS
433
Kestra Private Wealth Services
Texas
$1.06M -$134K -1,247 -11%
T
434
TNF
Montana
$1.06M -$338K -3,195 -24%
HFA
435
High Falls Advisors
New York
$1.06M +$13K +121 +1%
IWA
436
Icon Wealth Advisors
Texas
$1.05M +$49.7K +463 +5%
PF
437
Parker Financial
Washington
$1.03M -$76.8K -715 -7%
TWP
438
Tyche Wealth Partners
Texas
$1.03M – – –
LWM
439
Liberty Wealth Management
California
$1.02M +$65.9K +614 +7%
CAG
440
Csenge Advisory Group
Florida
$1.02M -$642K -5,975 -39%
BFG
441
Beacon Financial Group
Texas
$1.01M +$240K +2,235 +31%
SJL
442
Shayne & Jacobs LLC
Tennessee
$1.01M -$8.59K -80 -0.8%
PAM
443
Palisade Asset Management
Minnesota
$1M – – –
SHJ
444
Sharkey, Howes & Javer
Colorado
$1M +$88.7K +826 +10%
FW
445
Fairway Wealth
Ohio
$1,000K -$813K -7,574 -45%
MAS
446
Madden Advisory Services
Florida
$998K +$46.3K +431 +5%
PA
447
Pinnacle Associates
New York
$994K -$26.9K -250 -3%
FGAM
448
Financial Gravity Asset Management
Texas
$993K +$441K +4,110 +80%
IPW
449
Invictus Private Wealth
Colorado
$992K -$1.19M -11,119 -55%
GL
450
Graypoint LLC
New York
$985K +$12.9K +120 +1%
16 17
18
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