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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.9%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$68.6M 637,312 -63,272 -9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$65.8M 611,075 -27,453 -4%
PWPCM
28
Perella Weinberg Partners Capital Management
New York
$62.9M 584,655 – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$56.5M 525,173 -30,329 -5%
Goldman Sachs
30
Goldman Sachs
New York
$53.9M 501,235 +317,659 +173%
CWM
31
Campbell Wealth Management
Virginia
$53.5M 496,721 +39,776 +9%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$53.3M 495,266 -96,152 -16%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$43.6M 405,166 -18,622 -4%
RJA
34
Raymond James & Associates
Florida
$40.5M 376,745 -55,569 -13%
HNB
35
Huntington National Bank
Ohio
– – – –
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$35M 325,394 +1,171 +0.4%
MML Investors Services
37
MML Investors Services
Massachusetts
$32.8M 304,685 -15,157 -5%
DWM
38
Dakota Wealth Management
Florida
$31.8M 295,247 +287,366 +3,646%
AFG
39
Arkansas Financial Group
Arkansas
$31.7M 294,495 -8,755 -3%
KWILP
40
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.1M 279,800 +133,211 +91%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$30M 278,729 +9,644 +4%
R
42
Rebalance
California
$29.3M 272,309 -102,746 -27%
FSC
43
Full Sail Capital
Oklahoma
$28.6M 265,506 +265,506 New
BWP
44
Baldwin Wealth Partners
Massachusetts
$28.4M 264,158 +43,980 +20%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$27.3M 253,640 +34,110 +16%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$26.9M 249,822 +19,540 +8%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$26.7M 248,564 -120,625 -33%
AWM
48
AE Wealth Management
Kansas
$26.1M 242,725 +30,587 +14%
Mariner
49
Mariner
Kansas
$25.4M 235,632 -15,437 -6%
Truist Financial
50
Truist Financial
North Carolina
$25M 232,282 +512 +0.2%
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