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iShares TIPS Bond ETF

1,357 hedge funds and large institutions have $26.3B invested in iShares TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 670 increasing their positions, 277 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+175
Holders Change %
+14.81%
% of All Funds
20.96%
Holding in Top 10
148
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+37.04%
% of All Funds
2.29%
New
259
Increased
670
Reduced
277
Closed
58
Calls
$159M
Puts
$1.64B
Net Calls
-$1.48B
Net Calls Change
-$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
476
Congress Wealth Management
Massachusetts
$2.83M +$2.83M +21,912 New
KPWS
477
Kestra Private Wealth Services
Texas
$2.82M +$911K +7,048 +48%
DC
478
Davenport & Co
Virginia
$2.81M +$1.12M +8,659 +66%
HWA
479
Hillcrest Wealth Advisors
New Jersey
$2.79M +$245K +1,900 +10%
OPA
480
Old Port Advisors
Maine
$2.79M +$414K +3,280 +17%
BHWM
481
Bay Harbor Wealth Management
Maryland
$2.79M -$402K -3,249 -13%
CAM
482
Concorde Asset Management
Michigan
$2.77M +$774K +5,994 +39%
PAA
483
Peregrine Asset Advisers
Oregon
$2.77M +$42.5K +329 +2%
CIR
484
Clear Investment Research
Georgia
$2.75M +$15.8K +122 +0.6%
WCWM
485
Willow Creek Wealth Management
California
$2.73M -$18.3K -142 -0.7%
MAM
486
MMA Asset Management
Pennsylvania
$2.71M -$35.1K -272 -1%
BHTS
487
Bar Harbor Trust Services
Maine
$2.71M +$2.71M +20,950 New
CCM
488
Coldstream Capital Management
Washington
$2.7M +$1.21M +9,387 +81%
SSB
489
Sandy Spring Bank
Maryland
$2.7M +$94.6K +732 +4%
SW
490
SVB Wealth
Massachusetts
$2.68M -$8.69M -67,273 -76%
OPS
491
Orion Portfolio Solutions
Nebraska
$2.66M +$462K +3,574 +21%
CPFP
492
Clear Perspectives Financial Planning
Ohio
$2.64M +$247K +1,913 +10%
FPS
493
Fieldpoint Private Securities
Connecticut
$2.62M +$6.72K +52 +0.3%
Financial Engines Advisors
494
Financial Engines Advisors
California
$2.61M +$292K +2,257 +13%
SCA
495
Sage Capital Advisors
South Dakota
$2.6M +$2.32M +18,534 +829%
FNBT
496
FineMark National Bank & Trust
Florida
$2.59M +$1.51M +11,686 +140%
GLA
497
Good Life Advisors
Pennsylvania
$2.59M -$30.7K -238 -1%
IFO
498
Intrepid Family Office
Florida
$2.58M +$2.58M +20,000 New
CAGAS
499
Capital Advisory Group Advisory Services
Minnesota
$2.57M +$108K +835 +4%
WAP
500
Wealthcare Advisory Partners
Pennsylvania
$2.56M +$202K +1,560 +9%