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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 %
CWM
451
Congress Wealth Management
Massachusetts
$1.22M +$14.2K +137 +1%
CI
452
Cordant Inc
Oregon
$1.2M -$75.1K -724 -6%
Verition Fund Management
453
Verition Fund Management
Connecticut
$1.2M +$1.2M +11,599 New
MC
454
Mathes Company
New York
$1.2M -$270K -2,600 -18%
ACP
455
Aviance Capital Partners
Florida
$1.2M -$262K -2,529 -18%
TDWM
456
Topel & Distasi Wealth Management
California
$1.19M
AWA
457
Arete Wealth Advisors
Illinois
$1.19M -$433K -4,176 -27%
IFA
458
Interactive Financial Advisors
Illinois
$1.18M -$103K -990 -8%
MAS
459
Madden Advisory Services
Florida
$1.17M -$345K -3,330 -23%
AR
460
Apeiron RIA
Texas
$1.16M +$612K +5,900 +112%
AG
461
Ascent Group
Virginia
$1.15M -$219K -2,114 -16%
GC
462
Guidance Capital
Kentucky
$1.15M +$50.3K +492 +5%
IWA
463
IVC Wealth Advisors
Pennsylvania
$1.14M -$267K -2,574 -19%
TPWA
464
TRUE Private Wealth Advisors
Oregon
$1.13M +$349K +3,366 +45%
SQA
465
Simon Quick Advisors
New Jersey
$1.11M +$9.85K +95 +0.9%
PF
466
Parker Financial
Washington
$1.1M -$112K -1,078 -9%
TWM
467
Tradition Wealth Management
Minnesota
$1.1M +$515K +4,970 +88%
BIA
468
Biondo Investment Advisors
Pennsylvania
$1.1M +$118K +1,135 +12%
AC
469
AWM Capital
Arizona
$1.09M +$347K +3,341 +47%
CCM
470
Crabel Capital Management
California
$1.08M -$6.21M -59,801 -85%
BOM
471
Bank of Marin
California
$1.07M +$49.9K +481 +5%
DWA
472
Dorsey Wright & Associates
California
$1.07M +$1.07M +10,308 New
FHB
473
First Hawaiian Bank
Hawaii
$1.06M -$3.01K -29 -0.3%
SFS
474
Sowell Financial Services
Arkansas
$1.06M -$211K -2,034 -17%
FPAS
475
Focus Partners Advisor Solutions
Missouri
$1.05M +$41.4K +399 +4%