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 %
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$904K +$243K +2,198 +37%
RWI
427
Red Wave Investments
Pennsylvania
$900K -$83.4K -755 -8%
CD
428
Chapin Davis
Maryland
$892K -$1.99K -18 -0.2%
SIAG
429
Safeguard Investment Advisory Group
California
$892K -$125K -1,127 -12%
RA
430
RFG Advisory
Alabama
$889K -$735K -6,652 -45%
LWM
431
Liberty Wealth Management
California
$887K -$1.7M -15,390 -66%
NG
432
Norden Group
Utah
$883K -$692K -6,268 -44%
AF
433
Advisornet Financial
Minnesota
$861K -$292K -2,644 -25%
PF
434
Parker Financial
Washington
$861K -$133K -1,205 -13%
PFS
435
Prospera Financial Services
Texas
$855K -$97.1K -878 -10%
EWM
436
Empirical Wealth Management
Washington
$847K +$41.4K +375 +5%
TW
437
TritonPoint Wealth
Maryland
$841K -$66.5K -602 -7%
BB
438
Busey Bank
Illinois
$839K -$75.7K -685 -8%
ACI
439
Alpha Cubed Investments
California
$838K -$96.8K -876 -10%
DSC
440
Duncker Streett & Co
Missouri
$834K -$26.2K -237 -3%
FNC
441
First National Corp
Massachusetts
$829K +$104K +945 +14%
GCP
442
Gill Capital Partners
Colorado
$828K -$3.98K -36 -0.5%
FF
443
Farrell Financial
New York
$821K -$25K -230 -3%
MWM
444
Modern Wealth Management
Kansas
$818K +$75.7K +685 +10%
KA
445
Kovack Advisors
Florida
$813K -$298K -2,694 -27%
IC
446
Inscription Capital
Texas
$811K -$17.5K -158 -2%
AC
447
Apella Capital
Connecticut
$810K +$45.8K +414 +6%
Pathstone Holdings
448
Pathstone Holdings
New Jersey
$805K -$100K -908 -11%
FHB
449
First Hawaiian Bank
Hawaii
$797K -$128K -1,162 -14%
CPA
450
Cardiff Park Advisors
California
$793K -$97.8K -885 -11%
16 17
18
19 20