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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.46B
2
Charles Schwab
Charles Schwab
California
$524M
3
Barclays
Barclays
United Kingdom
$154M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$662M
5
LPL Financial
LPL Financial
California
$543M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$575M
2
Bank of America
Bank of America
North Carolina
$2.07B
3
Morgan Stanley
Morgan Stanley
New York
$1.3B
4
CIAS
CFS Investment Advisory Services
New Jersey
$3.05M
5
EW
Evoke Wealth
California
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
476
Hancock Whitney
Mississippi
$2M +$123K +1,077 +7%
EWA
477
EP Wealth Advisors
California
$1.99M +$182K +1,600 +10%
SA
478
Sunesis Advisors
Kansas
$1.97M – – –
HCC
479
Hirtle Callaghan & Co
Pennsylvania
$1.95M +$1.95M +17,092 New
RC
480
Roundview Capital
New Jersey
$1.95M -$62K -544 -3%
PK
481
Pflug Koory
Nebraska
$1.94M – – –
CC
482
Courier Capital
New York
$1.94M – – –
LOPW
483
Live Oak Private Wealth
North Carolina
$1.94M -$97.7K -858 -5%
MC
484
Mathes Company
New York
$1.93M +$285K +2,500 +17%
EWA
485
Exencial Wealth Advisors
Oklahoma
$1.93M -$351K -3,078 -15%
OPA
486
Old Port Advisors
Maine
$1.93M -$377K -3,286 -16%
CMP
487
Courage Miller Partners
Virginia
$1.92M – – –
OAM
488
Oak Asset Management
California
$1.92M +$1.92M +16,888 New
BFA
489
Bragg Financial Advisors
North Carolina
$1.92M -$59.9K -526 -3%
JWM
490
Jeppson Wealth Management
California
$1.92M -$230K -2,019 -11%
WA
491
Wealthstar Advisors
Texas
$1.92M +$581K +5,101 +43%
MFG
492
Magnus Financial Group
New York
$1.9M -$186K -1,630 -9%
BAM
493
Belpointe Asset Management
Nevada
$1.89M -$863K -7,574 -31%
TT
494
TI-Trust
Illinois
$1.88M -$1.14K -10 -0.1%
AIA
495
Arbor Investment Advisors
North Carolina
$1.87M -$211K -1,855 -10%
IFS
496
Ifrah Financial Services
Arkansas
$1.85M -$1.76M -15,473 -49%
SB
497
Strategic Blueprint
Georgia
$1.85M +$328K +2,881 +22%
DWM
498
Dakota Wealth Management
Florida
$1.84M -$309K -2,709 -14%
WFC
499
Western Financial Corp
California
$1.82M -$12.3K -108 -0.7%
CI
500
Cordant Inc
Oregon
$1.81M -$65.1K -572 -3%
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