TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

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.

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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$522M
2
BlackRock
2
BlackRock
New York
$3.31B
3
AssetMark Inc
3
AssetMark Inc
California
$220M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$104M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$183M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$357M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$174M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$63M 607,873 -29,439 -5%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$62.6M 603,151 +570,233 +1,732%
PWPCM
28
Perella Weinberg Partners Capital Management
New York
$60.6M 584,655 – –
RCG
29
Rock Creek Group
District of Columbia
$57.3M 2,756,361 +2,624,661 +1,993%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$56.7M 547,021 +547,021 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$51.7M 498,532 -26,641 -5%
CWM
32
Campbell Wealth Management
Virginia
$51.5M 496,166 -555 -0.1%
MML Investors Services
33
MML Investors Services
Massachusetts
$51.4M 495,103 +190,418 +62%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$49.6M 478,361 -132,714 -22%
EW
35
Evoke Wealth
California
$45.9M 442,149 -309,613 -41%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$42M 405,204 -90,062 -18%
IG
37
ING Group
Netherlands
$40.7M 392,100 -260,000 -40%
SG Americas Securities
38
SG Americas Securities
New York
$37.5M 361,817 +135,042 +60%
KWILP
39
Kiwi Wealth Investments Limited Partnership
New Zealand
$34.9M 336,724 +56,924 +20%
RJA
40
Raymond James & Associates
Florida
$34.1M 329,143 -47,602 -13%
HNB
41
Huntington National Bank
Ohio
– – – –
DWM
42
Dakota Wealth Management
Florida
$31M 299,275 +4,028 +1%
AFG
43
Arkansas Financial Group
Arkansas
$30.1M 290,329 -4,166 -1%
FSC
44
Full Sail Capital
Oklahoma
$30.1M 289,751 +24,245 +9%
CAN
45
Cetera Advisor Networks
California
$29.8M 287,242 +108,710 +61%
R
46
Rebalance
California
$28.7M 277,175 +4,866 +2%
BWP
47
Baldwin Wealth Partners
Massachusetts
$27.9M 269,328 +5,170 +2%
VIP
48
Viewpoint Investment Partners
Alberta, Canada
$27.7M 267,300 +88,000 +49%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$27.6M 266,117 +12,477 +5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$26.9M 259,204 -19,525 -7%
1
2
3 4 5