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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

Holders
1,095
Holders Change
–
Holders Change %
0%
% of All Funds
16.06%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.08B
2
SLI
2
Sumitomo Life Insurance
Japan
$68M
3
BlackRock
3
BlackRock
New York
$3.5B
4
3AM
4
3EDGE Asset Management
Florida
$63M
5
Fidelity International
5
Fidelity International
Bermuda
$119M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$332M
3
AssetMark Inc
3
AssetMark Inc
California
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$434M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$59.2M 551,188 -51,963 -9%
CWM
27
Campbell Wealth Management
Virginia
$54.4M 506,023 +9,857 +2%
Stifel Financial
28
Stifel Financial
Missouri
$49.7M 462,347 -274,350 -37%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$48.3M 449,549 -158,324 -26%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$45.4M 421,967 -76,565 -15%
Pictet Asset Management
31
Pictet Asset Management
Switzerland
$39.1M 363,400 +170,600 +88%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$38.2M 354,984 -123,377 -26%
VIP
33
Viewpoint Investment Partners
Alberta, Canada
$37.9M 352,800 +85,500 +32%
KWILP
34
Kiwi Wealth Investments Limited Partnership
New Zealand
$36.2M 336,724 – –
MML Investors Services
35
MML Investors Services
Massachusetts
$35.1M 326,199 -168,904 -34%
BWP
36
Baldwin Wealth Partners
Massachusetts
$34.4M 320,432 +51,104 +19%
HNB
37
Huntington National Bank
Ohio
– – – –
Man Group
38
Man Group
United Kingdom
$32.7M 304,641 +304,641 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$32.7M 304,461 -100,743 -25%
DWM
40
Dakota Wealth Management
Florida
$31.4M 291,708 -7,567 -3%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$31.2M 290,203 +24,086 +9%
Prudential Financial
42
Prudential Financial
New Jersey
$31M 287,984 +138,258 +92%
MD
43
Money Design
Japan
$30.6M 284,270 +50,318 +22%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$29.7M 276,126 -270,895 -50%
AFG
45
Arkansas Financial Group
Arkansas
$29.1M 270,313 -20,016 -7%
OCM
46
One Capital Management
California
$28.3M 263,527 +71,797 +37%
AssetMark Inc
47
AssetMark Inc
California
$27.9M 259,689 -1,861,713 -88%
R
48
Rebalance
California
$27.5M 255,432 -21,743 -8%
PLFA
49
Pacific Life Fund Advisors
California
$27.3M 254,097 +254,097 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$27.1M 252,085 -7,119 -3%
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